Will Nakos

Dumont Wealth

Gold

7 Yrs Experience

Coburg, VIC 3058

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I started Dumont Wealth to empower Australians through financial advice. We deliver on this mission through transparent and value-driven advice strategies tailored to your situation.

My advice expertise spans across retirement, superannuation, investments, personal insurance, business insurance, tax planning and more. In addition to this, I have a depth of experience across a number of roles and entrepreneurship, including consulting and audit. I love financial planning because I can use my skills and knowledge to work with everyday Australians to build a plan to achieve their goals.

Formally, I have a Masters of Business Administration (MBA) from Melbourne Business School, a Bachelor of Financial Planning (with Distinction) and Bachelor of Accountancy (with Distinction), as well as Self-Manager Super Fund Specialisation (SSA) and more.

My approach to advice is practicality and building strong relationships. I have extensive resources and networks, which helps me to deliver better value to clients. I love helping people cut through the noise to make confident decisions about their financial future. So if you're looking for a long-term relationship with an adviser who takes achieving your financial goals personally, I'd love to have a conversation.

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

Our fees are based on the scope and complexity of advice you need. All costs are explained clearly, in plain language, before you commit—so you’ll always know exactly what you’re paying and the value you’re receiving in return.

5.00 July 2025

Will has provided me with expert guidance on future planning, outlining a clear pathway to improve the financial security of both myself and my children. His advice and strategies are easy to understand and implement. I look forward to working with Will toward a more financially secure future.

5.00 May 2025

Will has been instrumental in supporting my transition to retirement. He attentively listened to and understood my goals, providing valuable guidance on financial strategies to help me achieve them. I am looking forward to enjoying my retirement and traveling around Australia, with the confidence of knowing I have an experienced professional by my side. I look forward to working with Will into the future.

5.00 February 2025

Will was extremely professional and knowledgeable in all aspects of Financial Management. He was guided by my personal monetary needs and wishes and accordingly gave expert advice and help for my situation. He made the effort to travel down to South Gippsland on more than one occasion, which I greatly appreciated as it gave me the benefit of being able to talk through all my financial needs on a one to one basis, with very beneficial results. I would happily recommend Will to any relative or friend in need of financial advice.

4.75 October 2024

William was very friendly and knowledgeable about the investment industry. He was happy to travel to my house for the meetings making it a lot easier for me. He was very professional and able to restructure my superannuation and investments for the best outcome in my situation. Highly recommend getting some advice from William.

5.00 August 2024

Will was my first experience with a financial advisor and it was so easy and stress free. I trust him completely and had no hesitation in contacting him with any queries I had. I would recommend him to anyone. He is so knowledgeable and has made my transition into retirement an easy one.

Adviser status Gold
Rating 4.91
Number of reviews 14
First year providing advice 2018
Years of experience 7
Highest qualifications
- Bachelor of Business (Accounting)
- Bachelor of Business (Financial Planning)
Language spoken
- English