FINANCIAL ADVICE YOU CAN TRUST

MAKE SMARTER DECISIONS WITH EXPERT FINANCIAL SERVICES, TAILORED TO YOUR NEEDS AND GOALS

Our business is adviser owned and with over 40 years of expertise, our financial advisers are integral to the success of hundreds of individuals and businesses. Our relationships extend Australia-wide as we grow with each client’s success. You can count on our integrity and expertise for your financial future.

PLAN FOR THE FUTURE

We believe the financial process should be goal based, focussing on achieving your best outcome. Therefore it is vital to clearly identify our financial goals and objectives

Tailored Financial Plan

A financial plan should be considered a road map of your financial life, and be reviewed at regular intervals to ensure it is relevant.

Peace of Mind

True peace of mind is only possible when your assets are protected and your family is provided for.

PROTECT YOUR FAMILY

We regard income as your greatest asset, more important then your house, as your income provides you with your standard of living.

Our Process

what our clients say

As a self employed single woman it has been important that my finances be well looked after. Although my superannuation is not very high, Priy has met with me every year and has diligently and painstakingly taken the time to explain suggested changes that will benefit me. Apart from this he is obviously keeping up to date with everything, as suggested changes are made throughout the year. When, for health reasons, I retired a couple of years ago, Priy spent a great deal of time with me "revamping" my fund to lower risk and transferring it to a tax free fund. Now as I approach 65, Priy is again taking the time to advise me how to best deal with Centrelink and make my money last the remainder of my life. It is obvious that Priy is enthusiastic and passionate about his work, and a great comfort to me to know that I am in good hands.

Mark Dunsford has assisted us in the construction of the Maddocks Group Salary Continuance and Group Life & TPD insurance. In addition, Mark assists many of our Partners in a personal capacity. We have found Mark's service to be of an excellent standard. His service is specific and relevant to the needs of our business. Our policies and options are clearly explained in respect of what is and what isn't covered. All claims have been dealt with efficiency and effectively. Nothing is too much trouble or too difficult when we speak to Mark about our insurance needs. I highly recommend Mark as an insurance broker.

We would like to thank Priy Wijesekera for his help with our financial situation. He has been handling our account for the past few years and we have been very happy with the results. In particular over the last 6 months which have been very difficult due to sickness and early retirement. His help and advice have been outstanding and despite our situation constantly changing, he has been of immense help, patient and never made us feel rushed or annoying. The final results have been excellent and put us exactly where we wanted to be in our retirement moving forward. Once again Priy, thank you

I just want to write to say thank you for all that you have done for me in putting in place and then managing my various insurances including income cover and cover in respect of particular events or illnesses known as trauma insurance. As a busy lawyer, I often find that I, and I am sure other lawyers tend to attend to other people’s business and affairs more diligently than we attend to my own. In this regard, I am very thankful that you were (and still are) attending to my insurance related affairs.

Mark has been very helpful and efficient over the years and has looked after our interests well. When my wife was diagnosed with breast cancer, he did his best to help us try and recover under our trauma cover (even though the diagnosis was made just within the 90 day no claim period). When, after a long illness, my wife died, Mark dealt with the claim under her life policy and quickly arranged for payment to be made by the insurer. Being properly insured has meant that I have had peace of mind from a financial perspective. Mark's team has also been most helpful in advising me on my investment and superannuation plans.

Over the past 5 years, I’ve had two major, but unrelated, health issues. On both occasions, Mark and the team at Dunsford Financial Planning were fantastic – not lonely did I receive trauma payments promptly and with a minimum of fuss, but Mark personally ensured that I received the maximum possible payment. In all my dealings with Dunsford Financial Planning, I have been impressed with their knowledge, professionalism and care.

I just wanted to send you a big thank you for how well you support my mum. She thinks very highly of you, and you've really been a big support through this stressful time. You have a knack for keeping her feeling ok about things, I honestly can't thank you enough.

Previous

Next