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| Additional information |
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| Dollar Growth Financial Group |
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Mission statement:
To ensure that financial and agreed life stage goals are managed in a coordinated and understanding way to deliver long-term security, asset protection and peace of mind.
To provide quality on-going professional advice on a wide range of financial and personal wealth management issues, using the combined resources of Dollar Growth Financial Group and the widest possible understanding of clients’ individual needs and circumstances.
To be ethical, honest and transparent at all times in the way clients’ financial and related personal affairs matters are managed, while taking great care to nurture strong personal relationships. |
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Overview:
Dollar Growth Financial Planning* staff are highly experienced and skilled in extracting maximum benefit from the supportive advice available to them from core professional partner businesses within Dollar Growth Financial Group**.
For tax & accounting advice and services we work with Kim Ta and Janice Melville from Dollar Growth Tax & Accounting Strategies**, to provide advice when it is needed, not just when it is asked for – and not just at tax time. In other words, when it is strategically important.
For wills and estate planning matters, we work with an incorporated legal practice headed by Terry Purcell of Retire Law who works closely with other Dollar Growth Financial Planning* staff to ensure a contemporary approach to the preparation and design of wills and estate plans.
For home and business loans and debt restructuring with uncanny insight and knowledge of what is on offer, Bruce Carr of Carr Financial Service.
For business services with George Jakab from Dollar Growth Business Services to provide small and medium enterprise management with advice on a wide range of issues to improve operational efficiency, including, succession planning, marketing, human resources and personnel selection policies, staff assessment, IT systems analysis and so on.
At Dollar Growth Financial Group, our culturally diverse staff can also provide language assistance to people in need from a wide ethnic background, including: English, Hungarian, Vietnamese, Mandarin, and Turkish.
HOW WE WORK
A brief explanation of our methodology
Initially, our role is to listen to you, hear what you have to say, and let you in your own way outline the issues uppermost in your mind. An important part of this first meeting is the basis of the bonding process that will develop the relationship over time to deliver trust and confidence and understanding.
You will be asked to provide certain documentation that outlines your financial situation, tax position, superannuation, investment details, etc. to allow us to understand where you stand and what issues need to be addressed.
At the end of this initial consultation with the Dollar Growth Financial Group, which is totally without financial obligation to yourself, the tasks that need to be carried out will clearly emerge. |
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Vision:
To be on hand to provide expert advice to help grow and protect the financial well-being of our clients, at all stages of their life, and across generations. |
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