Hi, I'm Dylan.
Dad, friend, small business owner and financial adviser. I help 30's, 40's and Families make sense of their money and clearly define what they want out of life.
I have three beautiful children, Evan, Ariana and Indie. They mean the world to me. Like you, I am working hard to create a secure financial future for my family.
I am lucky enough to have a big second family - my clients. I am passionate about being by their side; celebrating their achievements and I also feel their pain during challenging times.
Most of all, I am a parent, just like you. I find it hard sometimes. The juggles, struggles and chaotic weeks. Career, health, fitness, hobbies, schooling, home duties - how do we fit it all in? My clients want to provide for their little crew, enjoy life's little pleasures and become the very best financial versions of themselves possible.
Professionally, I have been helping clients achieve their goals since 2010. I have a Bachelor of Commerce (distinction) in Finance, Diploma of Financial Planning and a Justice of the Peace. I have also completed further education; completing Ethics and Professionalism in Financial Advice coursework in 2020.
I have a made-up PHD in time management as I navigate the week through kids sports, client meetings and staying connected with family and friends!
If I am not enjoying time with my little crew or working in and on my business helping clients like you - you'll find me pursuing my other passions - food, friends, football, travelling, spirituality and coaching. I'm passionate about reconnecting with nature and enjoy learning more about the concept of consciousness and the human mind.
I'd love to hear more about your story.
The cost for our consultation/discovery meeting is $375 and includes a detailed 2-hour goal-setting & values mapping session, question & answer session, concept discussions and general financial education.
Dylan Martin is a highly knowledgeable and experienced financial professional specializing in budgeting, shares, and investments. Having worked in the industry for over a decade, Dylan's expertise and insights make him an invaluable asset to any individual or organization seeking financial guidance. His thorough understanding of market trends, risk assessment, and portfolio management allows him to develop tailored strategies that align with clients' unique goals and risk tolerances. Dylan's attention to detail is commendable; he meticulously analyzes financial data to provide accurate forecasts and recommendations. Moreover, his excellent communication skills enable him to demystify complex financial concepts for clients with varying levels of financial literacy. Dylan's unwavering dedication to client success fosters strong relationships built on trust and integrity. Whether managing personal finances or advising on corporate investments, working with Dylan Martin ensures astute decision-making that maximizes returns while minimizing risks. Overall, he exemplifies professionalism in the finance industry through his expertise, diligence, and commitment to his clients' financial well-being.
I love the family photos you post! I would love more photos on your profile (especially the little boy with the curly hair) your financing is amazing, and your management of money is outstanding. Keep up the great work!
Dylan has been my financial adviser for a number of years and I have the upmost confidence in him. I have no hesitation in recommending Dylan, his professionalism and experience is 10 out of 10.
'Dylan has given me advice in areas including loan products, self managed super funds and managing debt. Dylan was usually able to explain things to me in a clear way. Through Dylan's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Dylan's full care and attention when I needed it.'
- Adviser status Silver
- Number of reviews 4
- First year providing advice 2012
- Years of experience 11
- Bachelor of Commerce (Finance)
Feel So Good Wealth ManagementLevel 1, 1 Burelli St
Wollongong, NSW 2500
- 9:00am – 5:00pm Tuesday – Friday
- In person
- Video call
Capstone Financial Planning Pty Ltd