DUBBO Financial Planning
Your local Dubbo financial planning experts…
Take the plunge today and book an appointment that will be the first step in determining your financial future. Conveniently located right here in Dubbo, Dubbo Financial Planning focuses on developing the most appropriate financial strategies for your individual circumstances.
Build your future wealth… maintain your lifestyle… retire comfortably…
Financial Planner, Tyron Mitchell, has more than 10 years’ industry experience in home lending, banking products and financial planning. Tyron specialises in budgeting, investments, insurance, taxation, superannuation and planning your retirement.
Servicing the Central West & beyond…
The holistic approach to financial planning…
At Dubbo Financial Planning, we believe in focusing on every aspect of your life. As illustrated below, it is important to understand all aspects including your goals, concerns, interests, current and future situation in relation to financial planning.
‘A goal without a plan is just a wish’
We will explain the different types of superfunds and what the positives and
negatives of each fund are. This will help you choose the right superfund for your unique financial goals.
We will help you put in place tailored personal insurances to protect your assets, clear your liabilities and protect your future lifestyle. We’ll also structure them to obtain the most benefits.
We’ll help choose the right investment to achieve your goals. We use research providers for shares & managed funds and work with local mortgage brokers who can help with direct property investing.
The goal of tax planning is to arrange your financial affairs so as to minimise your taxes. We work closely with your accountant to determine the best ways to minimise your tax payable per year.
We will help you set up a budget action plan to help manage your financial situation better and take the stress out of your life or help you feel you are getting ahead.
We will explain the different options available to you and how to manage your
financial situation to best benefit you for Centrelink and to have the best long-term retirement plan.
What is important about money to you?
Understanding what drives you about money helps us create a tailored plan to suit your individual needs.
• To Protect Your Family
• Build your wealth
• Pay for your current lifestyle
• Plan for future retirement
• Reduce your current debts
• Create more freedom
Get In Touch
Contact Dubbo Financial Planning today to see how we can help create the life you planned for.