Get Financial Advice from an Independent Certified Financial Planner CFP. We conduct face to face meeting in Greater Melbourne region including Beaconsfield, Berwick & surrounding suburbs. We also utilise Video meetings via Zoom and help people right around Australia. Call Damien Burns on 0413 698 770.
D+M Financial Services (DMFS) is an Independent Financial Advice business with extensive experience to provide clear, plain English financial advice, allowing you to achieve your life and financial goals. With the Cash-Flow Management program, our certified financial planners will help ensure you spend less than what you are earning, enabling you to build your savings and create a solid financial foundation.
D+M Financial Services (DMFS) is an Independent Financial Advice business with extensive experience to provide clear, plain English financial advice, allowing you to achieve your life and financial goals. With the Cash-Flow Management program, our certified financial planners will help ensure you spend less than what you are earning, enabling you to build your savings and create a solid financial foundation.
Services
D&M Financial Services (DMFS) is an independent, versatile, boutique financial advisory business with extensive experience responding to a wide range of client needs. At DMFS we understand that clients' lives touch on many different financial needs and opportunities that require integration. That's why we have a wide range of financial services that can be tailored and packaged to suit individual needs.
Good cash-flow management is the foundation of any healthy financial household. It is absolutely imperative to have a good understanding of your cash-flow. What money is coming in and what is going out. Too many people are either living from pay check to pay check or are spending more than they are earning.
Whether you are looking to purchase your first home, upgrading to a bigger home, purchasing your first investment property or adding to your investment property portfolio, wanting to utilise the equity you have created to further build wealth or simply wanting to know whether or not there is a better way of structuring your lending, D&M Financial Services are the mortgage Brokers that can help.
Estate Planning is a fundamental piece of your financial plan and we work with specialist estate planning solicitors to make sure your have a sound estate plan in place. The main reason you need an Estate Plan isto make sure your money and assets are inherited by the people, you want to receive them.
We have all heard the saying "don't put all your eggs in the one basket", so what do you do if you don't have enough money to spread around all the different assets available?. D&M Financial Services provides independent financial and investment advice that is simple and easy to understand.
We work with you to understand your needs and use independent specialist research to make sure the advice provided to you is appropriate, independent and in your best interests.
We work with you to understand your needs and use independent specialist research to make sure the advice provided to you is appropriate, independent and in your best interests.
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