Providing financial advice is rarely a ‘one-off’ occurrence, so we at Dollar Growth Group consider it crucially important to nurture and build the relationship between client and adviser on an on-going basis for the long term. In this way we are able to extend our services to friends and family, allowing the successful building and transfer of wealth over time, even over generations, in accordance with client wishes.
Typically, clients enter into a collaborative relationship with experts at Dollar Growth Group in appropriate financial or related disciplines (estate plan development, reverse mortgage or seeking a home loan, etc.) to work through strategies to achieve agreed goals and objectives. The objective is always to deliver peace of mind to the client based on trust and ethical practices.
It is our fervent belief that our extensive knowledge and understanding of client needs and circumstances, when shared with other experts in our Group, will deliver the best outcomes no matter what the issue is at stake or how difficult the task.
Dollar Growth Group employs salaried advisers or relies on its allied business partners to ensure uncompromised advice and investment solutions. Any commissions received in the course of financial planning transactions are reported to the client, making the process completely transparent.
We are a professional team offering over 50 years of combined experience in the financial services industry, with similar breadth of experience in the estate planning, mortgage broking, and insurance.
Our strategic experts are on call to provide advice on:
- Superannuation and pension building strategies
- Wealth creation
- Tax and Accounting Strategies
- Wills, estate planning, powers of attorney
- Positive and negative gearing of investments
- Mortgages & investment loans
- Equity Release (or Reverse Mortgage) Loans
- Life & salary continuance insurance
Thus, the Dollar Growth experience is a professional collaboration that considers your total situation, not merely the financial one, that finally results in a plan that is tailored to your goals and aspirations. Furthermore, our approach delivers a unique service based on personal integrity, competence and continuous knowledge building.
Naturally, Dollar Growth Group staff are strategic experts in their fields, and you benefit from that collective expertise by utilizing appropriate strategies to most effectively plan and achieve financial independence to suit your own chosen life goals and lifestyle.
As part of the ongoing relationship with clients, Dollar Growth Group keeps adding value to the consultative experience by:
- Advising – to develop a strategy to achieve your financial and lifestyle goals
- Coaching – to help you clarify your financial and lifestyle aspirations, monitor and inform you of your progress at every stage of the relationship
- Mentoring – we are committed to providing ongoing guidance and education
- Project Management – to assist you to organize and manage your financial affairs
Dollar Growth Group - providing Advice For Life.
