Will Nakos

Dumont Wealth Management

Silver

6 Yrs Experience

Coburg, VIC 3058

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My passion is in creating value for every day Australians and ensuring that we have the right tools and structures in place to get you where you want to go. My educational background is in accounting and financial planning, and I am currently undertaking my MBA at Melbourne Business School. We have the tools and resources available to address any needs that may arise in your life.

Superannuation
Insurance Protection
Retirement & Pension
Shares & Investments
Cashflow & Income
Complex Investments
Tax Strategies
Growing Assets
Wills & Estates

Full transparency is provided on the cost of your tailored advice.

5.00 August 2023

Will was very professional and easy to understand. He took the time to learn about my situation and offer the most relevant service and path forward.

5.00 August 2023

Will has made my life easier with the advice he has given me. He is very good at what he does and explains everything so I can understand. I feel very confident with his advice.

5.00 August 2023

I feel confident with Wills advice and the way he has explained it all to us makes it so easy. I hope to do business with Will for many years to come... Thank you Will !

5.00 August 2023

Very well,professional and knows what he's doing.

5.00 August 2023

Will has been very easy to work with, very transparent and willing to go the extra mile to ensure your future is taken care of. Highly recommend Will as an adviser.

Adviser status Silver
Rating 4.89
Number of reviews 9
First year providing advice 2018
Years of experience 6
Highest qualifications
- Bachelor of Business (Financial Planning)
- Bachelor of Business (Accounting)
Language spoken
- English