The Client Service philosophy of Philip Enger, Simon Enger and Handan Dikici of Dollar Growth Centre Pty. Ltd. is to provide astute and well researched financial advice, immediate and ongoing, based on mutually agreed goals. Our professional, client needs-driven approach is to build and nurture long-term relationships with clients.
What is Financial Planning ?
Personal Financial Planning is a process that:
- Recognises individual uniqueness
- Acknowledges the seasons of life
- Is comprehensive and seeks maximum client benefit in planning for:
- Cash Flow
- Tax Liabilities
- Contingencies
- Wealth Creation
- Retirement Planning
- Asset and Investment Management
The objective is, whenever possible, to take advantage of existing opportunities.
We can assist by giving advice in the following areas:
- Wealth Creation
- Retirement Planning
- Life Insurance and Personal Risk Management
- Corporate Superannuation
We also offer specialist advice in the following areas:
- Portfolio Management, including Australian Stock Exchange listed Investments
- Business Insurance and Succession Planning
- Self Managed Superannuation Funds - for personal and business clients
- Self Managed Pension Funds
Portfolio management services tailored to the varying needs of our clients is one of the cornerstones of our philosophy. Dollar Growth Centre has an investment committee with over 40 years combined experience which draws further on expertise from leading investment research houses, market participants and economists. The investment committee monitors economic and market activities, discusses current issues to best determine what impact they may have on the investment strategies in place for our clients.
The investment committee develops broad asset allocation guidelines based on economic and market activity. Your adviser determines your personal needs, objectives and risk profile, then builds/adjusts your portfolio’s asset allocation strategy. Your adviser then builds/adjusts your portfolio based on Financial Planning Services Australia Pty Ltd approved managed investment list and/or ASX Listed investments, to suit your needs. At no time are “products” used as the basis for portfolio management.
Ongoing Client Service
Our business provides personalised, individual financial planning now and ongoing. Our ongoing client service philosophy has been designed to meet the varying and changing needs of clients as they progress through life. We have a range of tailored services available which cover the ongoing management of the asset portfolio and the regular personal contact with the adviser.
The most common Services provided are:
* Advice provided as Corporate Authorised Representative (321108) of Financial Planning Services Australia PTY LTD AFSL:225982 ABN 55 010 521 810. www.fpsa.com.au
Dollar Growth Financial Planning Pty Ltd
