DBD Private Wealth

DBD Private Wealth will assist you in growing and protecting your wealth. We understand that this can only be achieved by implementing a consistent long term approach, which is reviewed regularly.

DBD Private Wealth is supported by Para-planning services, technology, technical support and additional support services which are provided through Charter Financial Planning.

Why You Should Have a Financial Plan

To secure your financial future, it is essential that you have a sound financial plan. A financial plan will take into account your current circumstances and your future goals. A comprehensive financial plan may enable you to:

  • Manage your income and expenditure to help you achieve your future goals;
  • Protect you and your family should the unexpected occur;
  • Minimise tax;
  • Secure financial independence now and upon retirement.
 

How We Can Help

A qualified financial adviser can implement a financial strategy/plan that will help you achieve your financial goals.

DBD Private Wealth has the expertise and commitment to do just that by providing you with professional financial planning advice and ongoing service.

Our Client Service Policy

  • To help you develop a financial strategy which places you in control.
  • To ensure a strategy is in place to cater for any untimely accidents or illness so they do not put in jeopardy your financial well being.
  • To work professionally and without pressure, letting you make decisions in your own time.
  • To recommend companies and products which have been thoroughly researched and are appropriate to your investment strategy.
  • To provide professional and timely service.
 

Areas of Speciality

  • Investment planning
  • Retirement planning
  • Risk management
  • Estate Planning
  • Business/Key Person Insurance
  • Superannuation
 

Our Services

We offer a wide range of integrated financial services, including;

  • Diversified and tax effective investment planning;
  • Savings and wealth creation strategies;
  • Managed investments including cash, fixed interest, property and shares;
  • Life insurance and risk assessment;
  • Estate planning;
  • Superannuation and rollover investment vehicles; and
  • Retirement planning.
 

 

Mark Yeomans CFP with Trilogy FS Pty Ltd (ABN 69 078 958 157) trading as DBD Private Wealth, is an authorised representative of Charter Financial Planning Limited, Australian Financial Services Licensee.