Wealth Management

At DCG Wealth we are passionate about assisting our clients in all aspects of their financial life cycle. We start with work closely with Veracity Wealth Planning in developing the plan which best suits you in order to achieve your goals and maximize your financial well-being in retirement.

Veracity Wealth Planning is the Financial Planning partner of DCG Accounting and is responsible for providing to all of our clients the strategic and tailored advice they deserve… please click here to read about Veracity, Matt and his team of experienced staff.

 

Our advisors can assist with:

  • Wealth Creation
  • Retirement Planning
  • Budgeting and cashflow management
  • Superannuation
  • Self-Managed Superannuation (SMSF)
  • Personal Superannuation (Industry and other)
  • Assistance with Centrelink and DVA Issues
  • Advice around Pensions and entitlements
  • Transition to Retirement Pension
  • Wealth Protection
  • Income Protection
  • Total & Permanent Disability (TPD)
  • Life
  • All other Family Insurances including Children
  • Business Risk Insurances (Keyman, Buy/Sell etc)
  • Tax Planning