Red Spacer Red Spacer
DFS Logo our reward is your success

 

Danber Financial Planning Services

Danber Financial Planning (authorised representative 261002) is authorised to provide advice through Portfolio Managers (AFSL 232459). We offer the following complete range of services.

 

 

Choice of a Superannuation Fund

Superannuation Reviews

Superannuation Rollovers

Corporate Superannuation

Employee Superannuation

Life Insurance

Income Protection

Retirement Planning

Investment Advice

Wealth Creation

Salary Packaging

Portfolio Monitoring & Administration Services

 

The primary services we provide are:

Development of customised financial strategies that provide solutions as to how our clients can best achieve their goals;

Investment advice, including ownership structures, portfolio construction and investment selection; and

On-going investment monitoring and administration including comprehensive periodic reporting.

 

We acknowledge that each and every one of our clients has individual and specific requirements. Some of our clients are already financially successful and simply wish to protect and preserve what they have. Others are seeking to grow their wealth. As a result, each client receives a tailored and unique service designed to ensure that his or her expectations are met and exceeded.

 

Portfolio Managers stands out in an industry cluttered with conflicts of interest and mediocrity and is a smart alternative to the vast majority of financial advisors in Australia today as we:

have no affiliation to any other organization and do not offer our own investment products

offer investment advice on a fee for service basis. Remuneration for other services, such as arranging insurance cover and corporate superannuation, is fully disclosed and explained in advance

provide a tailored and personalised service to meet our client's needs

adopt a consultative and educational approach that includes a monthly email newsletter that features topical financial and related issues as well as educational workshops and other client seminars

Click here to let us know how we can help you plan your financial future.

Click here to see examples of how Danber Financial Services can help you achieve your goals.

General Advice Warning
Any financial product advice contained in this website is general advice only as it has not taken into account your needs, objectives and/or financial situation. You should always take these matters into account before acquiring a financial product and obtain a copy of the Product Disclsoure Statement.