Dome Financial Group

Caring for your future

 

Call: 1300 723 300

Email: admin@domefinancial.com.au

 

Financial Advice, for every stage of life.

Services

Financial Planning

Personal Insurance

Super & Retirement

Aged Care

Estate Planning

The Dome 4 Step Planning Process

We care about your future, and it's important to us that you have trusted and valued adviser for life.

We do this by using our unique four-step planning process.

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Everyone knows that any journey starts with the first step. But when it comes to finance, most people are not sure how to take that first step. 

We are here to help you take the first step - and we'll be on your side, every step of the way.

1. Diagnosis

We determine your current position.

2. Objectives

We establish your goals and direction. Where do you want to go?

3. Method

We formulate a strategy and provide written recommendations addressing the issues and concerns raised during the initial discussions.

4. Evaluation

We provide ongoing personal care and review your circumstances to ensure your plan continues to meet your goals and objectives.

Plan Your Future with Us

We’ll help you get there

We are here to help you take the first step – and we’ll be on your side, every step of the way.

Get in Touch