Financial Planning

At DMK Financial Services we provide accessible, personal services to you. We focus on understanding your particular needs, then develop and manage an ongoing plan, working with you to help your financial growth.

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The service to you is provided by caring, experienced professionals supported by the resources of global financial institutions in order to provide you with quality whole of life financial guidance.

Investment Advice

We work with you to determine your long-term goals and provide advice on an appropriate investment plan using a range of different assets.

  • Managed Funds
  • Shares
  • Bonds
  • Term deposits
  • Ethical, environmental and socially responsible investments

Superannuation Advice

  • Pre and Post retirement planning
  • Retirement income streams
  • SMSF investment strategies and planning

Estate Planning

  • Pre and Post retirement planning
  • Retirement income streams
  • SMSF investment strategies and planning
Centrelink

Centrelink

Offering advice and assistance with applying for and maintaining benefits such as

  • Aged Pension
  • Concession Cards
  • JobSeeker
  • Parenting Payments
  • Rent Assistance

You can authorise DMK to establish a nominee arrangement where we can act on your behalf in dealing with Centrelink.

Click here to view our full Centrelink services.

Asset Finance

DMK have access to a vast range of lenders to source competitive finance for your new vehicles, farm equipment and business plant and machinery.

Wealth Protection Insurance

DMK can assist in all manner of personal insurance to protect you and your loved ones.

  • Life Insurance
  • Total & Permanent Disability Insurance
  • Trauma Insurance
  • Income Protection Insurance

Cashflow and Saving Plans

DMK can assist with household budgeting and the establishing savings and investment plans.

  • Debt management

We can help you with...

How can we help you?

Contact us at DMK or submit your inquiry online.

Lynda

Dean and Jess from DMK Financial Services listened to us to determine what our financial goals were. They assisted us to explore some options we had not previously considered. Communication was great. We now have clear financial goals and a plan to achieve them.

David Coombe

I have been a client of DMK Financial Services for the past twenty years. At all times the officers of the company have always been available to speak directly with me to help with any information to explanation I needed. Before changes to our taxation or investment programs were made we would receive a full explanation. I am happy to recommend this company.

Lyn Nichols

I am pleased with the service provided by DMK. The staff are always happy to answer any question and the information provided is informative and easy to understand. I feel they are looking after my best interests and no questions is too small.

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DMK Financial Services Pty Ltd ABN 11 134 119 609 is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.

DMK Taxation & Business Solutions proudly associated with

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Looking for an accounting and business firm that will work with you?

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 5/46 Downey St, Alexandra VIC 3714
and located in Geelong VIC 3226
 (03) 5772 1915
 dmk@dmktaxation.com.au
 PO Box 136, Alexandra VIC 3714

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