FINANCIAL ESTABLISHMENT

Start off on the right foot for the greatest chance of developing and protecting maximum wealth with expert financial insight and advice from the Diamond Partners team. Establishing financial structures and plans for both right now and into the future can see you avoid the all-to-common mistakes some can make without the right guidance and miss out on thousands of dollars over their lifetime. 

Whether you’re starting your career or a brand new business, have inherited money or recently married, major milestones in your life can often lead you to think about your finances and the best way to fund your ideal lifestyle. If that’s you, we like the way you think!

We love to help those that are eager to set themselves up for success and we thrive on seeing their goals achieved. We can provide you with the appropriate tools and strategies to assist you in building the life you want. 

It’s never too early to speak with a financial advisor and prepare for your future. 

Our financial planning services for Financial Establishment include:

  • Cash flow and debt management/strategies
  • Wealth accumulation via investments and/or superannuation
  • Tax planning and minimization
  • Wealth protection and contingency planning via personal insurance
  • Estate planning including inter-generational wealth, tax considerations and legacy wishes
  • Property portfolios and structuring
  • Multi-entity advice for more complex situations including companies, trusts and SMSFs
The professional team of Bridget and her colleagues at Diamond Partners have guided us in attaining financial security by facilitating and championing our goals with solid knowledge, expertise, transparent communication, and constant due diligence in overseeing our finances. We are very appreciative of the direction we have been taken, and as content as can be in the service given.
Peter & Anne Bartz
My husband and I have been dealing with Bridget for some time and have found her to be a very capable and knowledgeable Financial Planner. She has been helpful with ideas to save money so that we can grow our superannuation, and has other hints that we have found valuable. We trust her implicitly! She is a pleasure to do business with, always pleasant and cheerful, can’t recommend her enough!
Joanne Devers
We were referred to Bridget by a mutual business associate several years ago, as we required sound financial planning advice, originally as small business owners looking to grow our superannuation, then for the sale of our business and transition to retirement. Regular reviews with Bridget enabled us to maximise our investments and income during these various stages, based on her industry knowledge and recommendations. Bridget and the staff at Diamond Partners are very professional and approachable. We value their guidance and have no hesitation in recommending their services.
Paul & Jill Golightly
From our first interview we both knew that Bridget of DIamond Partners had our best interests at heart. What has impressed us the most is that Bridget has always taken the time to clearly explain our options and give sound advice in an easy-to-understand manner, while giving full consideration to our financial circumstances. Along with her business team, Bridget continues to make us feel valued and we feel confident that her advice is keeping us on track to reach financial security!
Judy & Mark Harris
Previous
Next
The professional team of Bridget and her colleagues at Diamond Partners have guided us in attaining financial security by facilitating and championing our goals with solid knowledge, expertise, transparent communication, and constant due diligence in overseeing our finances. We are very appreciative of the direction we have been taken, and as content as can be in the service given.
Peter & Anne Bartz
We started working with Kaine from Diamond Partners in 2020 to get our family finances in place ready for retirement. The information and advice was clear and there was no sales pitch at all. I totally trust my future in the hands of this friendly and helpful team of people. I would highly recommend their services to any age, who want to get their future to align with their plans.
Jonathan Laws
We love the personal service we receive with Diamond Partners, always quick to respond and thorough with our annual reviews. They show genuine interest in what we do and we appreciate it, thank you Diamond Partners!
Joanne Devers
From our first interview we both knew that Bridget of DIamond Partners had our best interests at heart. What has impressed us the most is that Bridget has always taken the time to clearly explain our options and give sound advice in an easy-to-understand manner, while giving full consideration to our financial circumstances. Along with her business team, Bridget continues to make us feel valued and we feel confident that her advice is keeping us on track to reach financial security!
Judy & Mark Harris
Previous
Next
BOOK NOW
Follow Us
Facebook-f Instagram Linkedin

DIAMOND PARTNERS WEALTH MANAGEMENT PTY LTD (ABN 52 604 866 711 | CAR 1233086) IS AN AUTHORISED REPRESENTATIVE OF DPWM FINANCIAL ADVICE PTY LTD (ABN 89 660 952 956) AFSL 544155

FINANCIAL SERVICES AND CREDIT GUIDE   |   Complaints Policy   |   PRIVACY POLICY   |   All rights reserved.  Copyright © 2024