DMG Financial & DMG Financial Planning

www.dmgfinancial.com.au

DMG is a Gippsland based accounting, financial planning and audit & advisory firm with offices in Sale and Yarram. The accounting and taxation business helps local businesses and families plan their taxation, business operations and SMSFs in the most tax effective and profitable manner. Our team consists of approximately 40 skilled professionals including some of the most qualified and experienced people in the region. DMG’s advice is focused on what is important to its financial planning clients, both personally and financially, helping these clients maximise the probability of achieving their goals. We can help financial planning clients get their entire financial house in order and keep it that way. DMG guides clients through the impact of various life-stages and allow for these changes in their plan. DMG takes care of all the paperwork involved with making any changes. Once the initial plan is done DMG then meets regularly to review a client’s portfolio and financial position, ensuring it continues to meet their expectations and needs. DMG can also plan retirement income so it is flexible whilst still maximising tax benefi ts and Centrelink entitlements. These strategies can be simple or complex, depending what is best for each client and their family. DMG’s focus is always on clients and helping them to maximise the probability of achieving their financial goals The DMG Audit & Advisory division was established early 2014. DMG Audit & Advisory will specialise in the delivery of audit, risk management, financial reporting and specialist advisory services to clients throughout Gippsland. The technical and commercial skills that they bring will give Gippsland organisation’s the ability to access high quality audit and advisory services, locally, using people who are passionate about finding ways to help their clients.

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DMG is a Gippsland based accounting, financial planning and audit & advisory firm with offices in Sale and Yarram. The accounting and taxation business helps local businesses and families plan their taxation, business operations and SMSFs in the most tax effective and profitable manner. Our team consists of approximately 40 skilled professionals including some of the most qualified and experienced people in the region. DMG’s advice is focused on what is important to its financial planning clients, both personally and financially, helping these clients maximise the probability of achieving their goals. We can help financial planning clients get their entire financial house in order and keep it that way. DMG guides clients through the impact of various life-stages and allow for these changes in their plan. DMG takes care of all the paperwork involved with making any changes. Once the initial plan is done DMG then meets regularly to review a client’s portfolio and financial position, ensuring it continues to meet their expectations and needs. DMG can also plan retirement income so it is flexible whilst still maximising tax benefi ts and Centrelink entitlements. These strategies can be simple or complex, depending what is best for each client and their family. DMG’s focus is always on clients and helping them to maximise the probability of achieving their financial goals The DMG Audit & Advisory division was established early 2014. DMG Audit & Advisory will specialise in the delivery of audit, risk management, financial reporting and specialist advisory services to clients throughout Gippsland. The technical and commercial skills that they bring will give Gippsland organisation’s the ability to access high quality audit and advisory services, locally, using people who are passionate about finding ways to help their clients.

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Founded

2001

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Potential Decision Makers

  • Director

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Compliance Manager and Financial Planner

    Email ****** @****.com
    Phone (***) ****-****
  • Company Secretary and Human Resources Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Administration Manager

    Email ****** @****.com
    Phone (***) ****-****

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