Dimar Financial Services

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Sydney, NSW
Dimar Financial Services

Dimar Financial Services specialises in providing personal financial planning advice to clients.

We develop strategies enabling people to "Accumulate, Protect and Distribute" assets.

30/06/2023

Ready to take control of your finances and achieve your goals?

Our team of financial advisers is here to help.

From setting up a budget to finding the right investment opportunities, we have the skills and expertise to guide you on your financial journey.

Contact us now to schedule a consultation and get started.

25/06/2023

Here are five questions to help you choose the right financial adviser:

- What are your qualifications and experience?
Make sure you choose a financial adviser who is qualified and has the necessary experience to provide you with sound advice.

- What services do you offer?
Look for an adviser who can provide a range of services, including financial planning, investment advice, and whatever else you require.

- How do you get paid?
It's important to understand how your adviser gets paid and confirm their interests align with yours.

- Can you provide references or testimonials?
Ask for feedback from previous clients to get a sense of the adviser's track record.

- Do you understand my financial goals and risk tolerance?
Choose an adviser who takes the time to understand your unique financial situation and works with you to develop a plan that meets your needs and goals.

22/06/2023

Succession planning is essential for business owners looking to pass on their company to the next generation.

Here's how we can help:
- Developing a succession plan that aligns with your business and personal goals
- Assisting with the transfer of ownership

Don't leave the future of your business to chance. Contact us to get started on succession planning and ensure a smooth transition for your hard-earned business.

19/06/2023

Estate planning can be a confusing and overwhelming process. By getting it right, you can make sure your loved ones won't be left in the dark during a difficult time.

We specialise in helping clients with estate planning.

Working with your lawyer and/or accountant (or trusted professionals in our network) we can help with:
- Setting up the necessary structures
- Assisting with the probate process

Contact us to start the estate planning process.

17/06/2023

Protecting your income, or protecting your family's security and lifestyle with income protection is all about peace of mind.

We have access to a host of competitive insurance products and will guide you through the process.

Find out how.

13/06/2023

If you're not sure how you'll fund your retirement, we can help.
And while there's no one-size-fits-all approach, one piece of advice we'd give anyone is to start the process as early as possible.

The magic of compound interest means that the sooner you can put your money to work, the bigger the yields will be in the end.

Whether you leverage your super, other assets, Government entitlements – or a combination – we can help you put a strategy in place.

Get in touch if you'd like help understanding your options.

10/06/2023

Protecting your income is crucial, but not all insurances are created equal.

When comparing income protection insurance, make sure you consider the exclusions, what kind of events can lead to a claim, and the costs the insurance will cover.

Get in touch to understand your options.

08/06/2023

What steps are you taking now towards your dream retirement?

We suggest you start by defining what life looks like for you in your ideal retirement.

Next step is to speak with an expert to formulate an achievable plan to make this happen.

You'll also want to maximise your superannuation, and minimise your tax obligations.

Get in touch to understand your options.

04/06/2023

There are over half a million self-managed super funds in Australia, with 1.1M members, between them.

The amount of super managed by these funds sits at a whopping $676B, with an average of $678K per member.

SMSFs are a lot of work, with heavy compliance obligations. It's not something to enter into lightly.

Get in touch for help understanding your options in planning for your dream retirement.

01/06/2023

That's right, diamonds are the ultimate example of performing well under pressure.

When you're browsing the highlight reels of social media, keep in mind it takes years to be an overnight success!

Address

Suite 302, 33 Lexington Drive
Sydney, NSW

Website

http://dimarfs.com/

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