HOW WE HELP

Grow and protect your wealth

Our team is here to support you to make the best decisions with our expert financial planning services.

At Diamond Partners we are passionate about providing valuable and personalised financial planning advice to secure you a strong financial future. The decisions you make every day, big or small, can have an impact on your financial security and future growth. We help you make those decisions with confidence and clarity. 

From the initial structuring of your accounts through to the big decisions about investments, business moves, career changes and into retirement, we understand and can guide you on all of it with your best future in mind. 

We assist with personal financial planning advice across:

• Cash flow and debt management/strategies
• Wealth accumulation via investments and/or superannuation
• Tax planning and minimisation
• Property portfolios and structuring
• Retirement planning including maximisation of ultimate position, income needs and longevity of funds
• Wealth protection and contingency planning via personal insurance
• Estate planning including inter-generational wealth, tax considerations and legacy wishes
• Multi-entity advice for more complex situations including companies, trusts and Self Managed Superannuation Funds

Book in for a free 15-minute phone consultation to discuss how we can help you with your financial planning needs and future goals.