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Welcome to Dynamic Financial Planning

Financial security is something that is desired by many but achieved by only a few. Most people do not plan to fail; they fail to plan. Dynamic Financial Planning provides you with quality Financial Planning advice. We have the expertise and commitment to help you find the best solution, given your individual circumstances.

 

 

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Our Services

 

Dont be in the dark about how to achieve financial security

 

Wealth creation and asset protection, two important financial considerations working together for you. Today, its essential to create not only assets but an income source as well. Equally as important is the protection of those assets. Dynamic Financial Planning offers these services to help you.

 

 

 

 

We make all the pieces fit Investments

Our holistic approach to financial planning brings all the pieces of your finances together. Together, we can open up new opportunities for you to grow and protect your wealth. To find out more call: 03 5831 8289

 

 

We provide specialised advice in the areas of:

     Retirement and Pre-Retirement planning

     Transition to Retirement pensions

     Centrelink benefits

     Superannuation & Salary Sacrifice

     Savings & Wealth Creation

     Insurance & Wealth Protection: Life, Income Protection, TPD & Trauma Insurance

 

 

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Michael Dargan CFP

Dynamic Financial Planning Pty Ltd ABN 53 091 133 023

Authorised Representatives of

Godfrey Pembroke Limited ABN 23 002 336 254

Australian Financial Services Licensee 230690

Registered Office 105-153 Miller Street North Sydney NSW 2060

T: 1800 023 867

www.godfreypembroke.com.au

And a member of the National Australia Group of companies.

 

 

 

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