If you are a business owner, it is important you integrate your business goals and assets with your wealth management strategy. After in-depth discussions, dnm group can suggest beneficial solutions to increase business and personal wealth, minimise tax, protect you and your business, and ensure a smooth transition when changes occur.
dnm group addresses where you are in the financial lifecycle. Proper financial and investment advice must adapt to change as you progress through life.
Young professionals may need to know how they can invest and repay debt at the start of their career and the wisest way to set up a pension fund. Mid-stream professionals may have more income to invest and more willingness to accept risk, but they’re also more concerned with retirement with each passing year. Seasoned professionals may want to simplify their portfolio, ensure a comfortable income during retirement, and provide for their heirs.
dnm group monitors your plan for performance and provides financial advice and guidance. Our goal is to provide you with financial well-being and peace of mind through well-managed finances.
dnm group offers many legal services with our partner law firms such as setting up trusts, writing wills, estate planning, and business succession. We can help you clarify who will own and manage your business and the roles of family members if it is a family-owned business. Proper legal documentation also ensures fewer disputes between heirs and beneficiaries and fair distribution.
We decipher taxation law and compliance requirements so you meet your obligations, minimise your personal, business, and estate tax burdens, and protect assets. Our strategic financial and wealth planning also minimises risk, even during volatile economic conditions.
We offer comprehensive advice on appropriate business and tax structures as well as targeted methods to minimise tax and protect assets. We also offer specific services such as:
We’re partners with Australian Unity who offer Australian and international shares, diversified funds, fixed income investments such as term deposits, tax-effective investment bonds, and mortgage and income property investments.
Australian Unity is a mutual organisation with a 173-year history. They also offer health insurance, insurance and mortgage brokerages, trustee services, and banking and home loans.