Dollar Growth Group offers specialist financial planning* advice for all stages of life to ensure not only that the formative family and wealth producing years lead strategically to a secure income stream in retirement, but that all assets accumulated over a life time is protected by a tax effective Modern Estate Plan.

This process is bolstered by our unique ‘total measures’ approach to personal and business financial management that covers off on all issues that are needed, and are often overlooked or ignored, to deliver efficient and ongoing debt management practices, health and income stream protection, modern estate planning, and a close client adviser relationship to ensure the legitimacy of all agreed goals, in the short and long term.

We have in place specialist business partners, including Accountants, Lawyers, New Loan and Debt Restructuring finance professionals, Business Services Advisers and Insurance experts, who are routinely brought in to contribute to the development of a range of integrated financial measures to deliver high diligence proactive strategies for clients.

We guarantee that the package of measures worked out for each person’s particular circumstance will not involve any ‘off the self’ solutions, but will be crafted as a special and unique event by our group of experts working together as a team.

We call this approach ‘Advice for Life’ that is formally expressed in our ‘Vision and Mission Statements’.

OUR VISION

·         To be on hand to provide expert advice to help grow and protect the financial well-being of our clients, at all stages of their life, and across generations.

OUR MISSION

·         To ensure that financial and agreed life stage goals are managed in a coordinated and understanding way to deliver long-term security, asset protection and peace of mind.

·         To provide quality on-going professional advice on a wide range of financial and personal wealth management issues, using the combined resources of Dollar Growth Group and the widest possible understanding of clients’ individual needs and circumstances.

·         To be ethical, honest and transparent at all times in the way clients’ financial and related personal affairs matters are managed, while taking great care to nurture strong personal relationships.