Welcome to DIMAR financial services
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"Three easy steps will get you started on your investment pathway"
We listen to your lifestyle preferences and assess your ability to generate income
We design a strategic plan that is unique to your lifestyle and your goals
Regular financial check-ups will ensure your plan is updated when lifestyle changes occur
By taking charge of your money, you will reduce financial stress, feel more secure and be in control of your finances. Whether you have a little or a lot, we ask our clients one simple question: Do you know where your cash is going each day? Next, we empower our clients with the knowledge required to eliminate wasteful spending. These savings are invested. We highlight how small savings build significant wealth.
Strategies that help pay off your home loan as soon as possible open up new opportunities for growth in the future. With every additional principal payment, you save on interest and shorten the term of your loan. The savings from less interest and lower debt payments allow you to re-allocate these savings from debt reduction to asset growth. More money saved on interest means more to invest with stronger returns on your money.
Financial security is achieved by saving and investing over a long period of time. By navigating your financial path, you can change your strategy when there are market challenges in one sector, to a less volatile sector. And when that changes again, you’re at the helm to make the right investment choices. Take the time to evaluate your investment goals and develop a plan that is aligned with your objectives and desires.
You may not expect it to happen to you, but the typical Australian family will lose half of their income as a result of a serious illness of a family member, an accident or injury or the loss of a parent. It can happen any time without warning. A strategic financial plan is one that has levels of insurance to protect the family’s wealth and everyday needs. Life insurance helps transfer the risk of a crisis to ensure financial security.
Superannuation is saving money and investing it to support your retirement because the government’s pension scheme is insufficient. Money is saved in a tax-deferred account throughout your working life and will grow over the long term when invested wisely. Superannuation needs to last you throughout the many years of retirement. Develop a plan to invest your super funds in the most effective ways.
Our planners are visionaries who genuinely care about developing a plan that matches your lifestyle. We’ll educate you along the way because we believe that knowledge empowers people.We’ll take you out of your comfort zone then steer you on a trusted path to wealth development and growth. Our “people first” approach ensures that financial planning will help you on the road to live the life you’ve planned.