OUR SERVICES

Dalle Cort Financial Services provide a comprehensive range of services to assist our clients in creating, growing and protecting their wealth. 

 

Our services include: 

 

Financial Planning

 

Financial planning sets out your current situation and establishes future financial goals.  Financial plans are designed to help you meet your goals and often include proposed budgets, investments, wealth protection and wealth creation strategies.  Dalle Cort Financial Services create plans to suit your priorities, spending habits and attitude to risk. 

 

Your financial plan should be reviewed regularly and updated to adapt to your changing circumstances, as well as legislation changes.

 

Our Financial Planning services include:

 

  • Wealth creation

  • Debt management

  • Estate planning

  • Taxation planning

  • Succession planning

  • Retirement planning

 

Insurance/Protection

 

Insurance is imperative to ensure your family's lifestyle is protected in the event of your death, total and permanent disablement, illness, injury or trauma. At Dalle Cort Financial Services wealth protection is an integral part of your financial plan and we ensure you are provided with personalised advice.

 

Our Insurance/protection services include:

 

  • Life

  • Disability

  • Trauma

  • Income protection

 

Investment Services

 

At Dalle Cort Financial Services our investment advice is tailored around our clients’ individual interest and needs. We advise on a full range of investments including cash, fixed interest, Australian and international shares / equities and property.


Our Investment Services include:

 

  • Managed funds

  • Managed and self-managed superannuation

  • Direct shares

  • Gearing

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