A financial plan is more than a set of financial strategies - it's a way to capture whats important to you, build wealth and translate it into the future you want.
That's why I believe in ongoing, personal advice - building long-term financial plans that adapt to your changing needs, and bring you lasting financial security and well-being.
My clients are from all walks of life - professionals, wealth accumulators, small business owners and retirees. They all share one goal - to create and protect a better future for themselves and their families.
My specialties include:
- Wealth creation and management
- Retirement and estate planning
- Personal protection
- Investment portfolio construction and ongoing management
Dion has given me advice in areas of better way to manage my super. Dion was usually able to explain things to me in a clear way. Through Dion's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Dion's full care and attention when I needed it.'
Very happy with the professional care and attention my partner and i received working with Dion. Dion is experienced and very knowledgeable, is thorough and easy to understand and anything we were not too sure about he took the time to make sure we did. The whole experience was excellent. We both highly recommended Dion.
Dion has looked after myself and my wife’s finances, insurances and superannuation for the past four years. We are always confident with the decisions we have made based on Dion’s advise and knowledge. Our Superannuation had amazing returns this year and we know that is solely down to how it is being managed. We couldn’t have our future in better hands.
Dion has given me advice in the area of shares. Through Dion's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Dion's care and attention when I needed it.
Dion has given me advice about my transition to retirement. His advice included tax reduction and investment suggestions. The plan Dion created for me has given me peace of mind as I reduce my working hours and work towards a comfortable retirement.
- Adviser status Gold
- Number of reviews 21
- First year providing advice 2015
- Years of experience 8
- Bachelor of Business (Finance)
Finwest Pty Ltd10 Leigh Street
Burswood, WA 6100
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Finwest Wealth Services Pty Ltd