Our Services

Don’t be in the dark about achieving financial security.

Wealth creation and asset protection, two important financial considerations working together for you. Today, it’s 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.

A sample of pages from the Financial Services Guide.
Financial Services Guide

This Financial Services Guide is designed to clarify who we are and what we do, and to help you decide whether to use our services.

Please read through the whole guide, as it’s full of useful information — and is also worth holding on to for future reference. And of course, if you ever have any questions, please contact us.

Download the Guide

Investments — We make all the pieces fit

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.

We provide specialised advice in the areas of:

  • Retirement and Pre-Retirement planning
  • Transition to Retirement pensions
  • Centrelink benefits
  • Tax Strategies
  • Superannuation & Salary Sacrifice
  • Savings & Wealth Creation
  • Insurance & Wealth Protection: Life, Income Protection, TPD & Trauma Insurance

Talk to us today

Michael Dargan CFP

(03) 5831 8289