Hello, my name is Amy and I am Financial Planner and Representative of DMG Financial Planning. I have been with DMG since 2015 and hold a Graduate Diploma in Financial Planning.
I have a young family and am the acting president of the Sale Wellington Toy Library.
My love with finances started with cash flow and budgeting and has developed into a desire to empower others through financial literacy. I am passionate about achieving a balance between enjoying your present life and investing for the future.
A financial planner can assist you with superannuation, investment, and insurance advice however through my experience, I’ve learnt that being a financial planner is more than just talking money. I help my clients navigate life, including the good and bad. Whether it’s a major life change or a tough decision, I can help make sure you are well-informed.
At DMG Financial, we ensure you are on the best financial path, review your current financial position and help pave the way towards your aspirations, while promoting a healthy relationship with money.
In my free time I enjoy experiencing things like visiting new places, bushwalks and eating out.
At DMG Financial Planning, our fees are flat dollar fees.
Amy helped me get my budget and Money Management on track. It is really working well and I have some savings now for the first time in years. Amy is really friendly and approachable, and works with you as a team and explain things clearly. She isn't judgemental and her advice is really practical. Great support, well worth it!
Amy is great
Amy has given me advice in areas including cash flow management, investment recommends and superannuation. Amy is able to explain things to me in a clear way. Through Amy's knowledge and experience, I feel very confident that the advice given was right for my needs.
I was so impressed with all aspects of my meeting with Amy. From the moment our meeting commenced Amy was fully engaged and ready to work toward helping me achieve my goals; helping me with a budget and offering advice and useful tips that will guide me on the way. One small suggestion from Amy resulted in a significant annual expense reduction which is already setting me on the right track to achieve my goal. I am eager to continue working with Amy and am extremely impressed with, and grateful for what she has helped me achieve thus far.
- Adviser status Bronze
- Number of reviews 4
- First year providing advice 2017
- Years of experience 6
- Graduate Diploma of Financial Planning
Dmg Financial Planning67-71 Foster Street
Sale, VIC 3850
- 8:30am – 5:30pm Monday – Friday
- In person
- Video call
Dmg Financial Planning