Empowering Your Financial Future
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DPM Financial Management in Hermit Park specialises in superannuation, rollover, and annuity consultancy, helping clients plan and manage their financial futures. With over 20 years of experience, we provide tailored advice to ensure optimal retirement outcomes. Our services include maximising Centrelink benefits, establishing income streams, reviewing investments, and safeguarding assets. We focus on legacy planning and ensuring the longevity of your capital, helping you achieve financial security and a comfortable retirement lifestyle.
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Open Monday - Friday
Administration, Advice, Annuities, Establishment, Lost superannuation, Pension transfers, Planning, Revisions
Centrelink Planning, Estate Planning, Funds Management, Group, Income Streams, Individuals, Master Funds, Negative Gearing, Portfolio Management, Retirement Planning, Rollovers, Self Managed Funds, Superannuation, Trust Deeds, UK Pension Transfers
Accredited, Australian Owned, By Appointment, Certified, Free Consultations, Home Visits, Independently Owned, Licensed, Locally Owned, Mobile Service, Registered
Asset Protection, Asset Purchasing, Budgeting, Cashflow Management, Direct Equities, Income Protection, Investments, Life Insurance, Pensions, Redundancy, Social Security Planning, Trauma Insurance, Unit Trusts, Wealth Creation
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A rollover transfers your superannuation from one fund to another, optimising investment and retirement outcomes.
We provide strategies to optimise Centrelink benefits, ensuring you receive the full entitlements available during retirement.
Annuities provide a steady income stream in retirement, offering financial stability by converting lump sums into regular payments.
