Our business was established in response to what we felt were fundamental deficiencies in our industry. These include a lack of transparency, complex fee structures and conflicts of interests.
Our Fresh Approach to Financial Advice is built on the following core principles that drive our business:
Values: Our core values are based on integrity, understanding, excellence and the provision of strategic and investment advice based on comprehensive research.
Highly Personalised Service: We strive for quality, not quantity; both in terms of the quality of our advice and in the quality of our clients. As a client of Dunne Goldman our service is personalised to meet your unique objectives, timeline and financial circumstances. You will be known to all our staff and you will be valued for the contribution you bring to our business. We understand that you and your family trust our advice and we take this responsibility extremely seriously.
Fee-for-Service Model: Our Advisers provide quality advice based solely on the needs and objectives of our clients. Our Strategic Advice is provided on a fee-for-service model. This guarantees that our recommendations are client focussed and not influenced by commissions. The fee is based on a combination of the complexity of your circumstances and the number of reviews per annum that are required.
Experienced and Qualified: Our advisers have in excess of 40 years of financial and commercial experience. All Advisers have completed the CFP program, which is the globally recognised mark of professionalism for financial planners, and have appropriate post graduate and specialist qualifications.
Robustness: We have chosen to be affiliated with The Advice Exchange Pty Ltd, who provides a range of services including compliance, research and corporate governance, to enable us to concentrate of providing quality advice to our clients. Dunne+Goldman is an Authorised Representative of Advice Exchange.
We look forward to building a long term relationship and working with you to achieve your goals and objectives.
B.Bus (Eco/Fin), DFP, SSA™, CFP®
Founder and Director