Foundation Wealth Planners

Foundation Wealth Planners are locally owned in Dubbo. We were built with the vision of helping individuals, families and business owners across Dubbo and the Orana region achieve their lifestyle goals through improving their financial position. We do this by offering comprehensive financial planning advice and disciplined investment management.

There's often people misinformed about what a financial planner actually does. Usually because it's not just one thing, it's an amalgamation of several steps and comprises various areas like insurance or investing in order to create a better future. Some areas are larger and better known than others, but every step and every area holds importance.

As many investors have found out in recent years, biggest isn't always best. A large financial institution with a high profile may signify safety and security, but in reality there's only one connection between your financial position and the financial security of that institution - their large profits are underpinned by the fees you pay.

We encourage our clients to have a life financial plan. We know that there is always bumps in the road that can change your financial journey. We will partner with you, giving you greater comfort and providing clarity to follow your plan and achieve your goals.

While they're all complex individuals with different goals, incomes and lifestyles, they all share one thing in common - they delegate to us so they can focus on what is really important to them.Assist you as a fund trustee of a SMSF to make smart decisions with your super and assist you in the ongoing role you perform as trustee.

Planning for the future includes planning for the legacy you leave behind. Good estate planning doesn't leave room for chance, it ensures your wishes are carried out and maintains clarity for your loved ones in a time of loss. A well planned estate will minimise taxes, while maximising returns to your desired beneficiaries.