About Us
When safeguarding your financial future, expert guidance from
professionals who grasp your specific needs is essential.
When safeguarding your financial future, expert guidance from professionals who grasp your specific needs is essential. Here at Donmont Capital, we specialize in crafting customized strategies to empower everyday Australians in reaching their goals, regardless of whether they’re single, have a young family, or are approaching retirement.
Our approach is straightforward: we dedicate the time to understand your financial goals and provide solutions to help you achieve them. We understand finding the time to think about wealth accumulation, retirement planning, super consolidation, or personal insurance may not always be feasible. Hence, our commitment to delivering personalised advice that focusses on your present and future circumstances is our top priority.
As trusted financial advisors, we cultivate long-lasting relationships with our clients, on in trust and transparency. Our primary focus lies in providing tailored strategies aimed at realising your distinct objectives, whether it involves purchasing your first home, building a property portfolio, or preparing for retirement. The financial planners at Donmont Capital offer guidance and support throughout your financial journey. So why put it off any longer? Reach out to us today and embark on securing your financial future under the guidance of our experienced financial planners.
Achieve Financial Freedom Right Now
Financial Life Phases
At Donmont we construct financial plans for a wide range of clients. It is important for you to understand what stage of your financial life you are in. This will not only allow for us to better assist in achieving your financial goals but also provide guidance as to what your next steps could be.
1. Foundation – Starting out in the workforce
- Ensure you are getting the most out of your super fun
- Learn to identify your spending habits and develop a savings plan
- Set some savings goals
- Ensure there is adequate insurance in place
- Take advantage of any available Government schemes
- Take advantage of any benefit plans offered by your employer
2. Asset Building – Ages 25-35
- Set and work towards your long-term goals
- Focus on accumulating assets
- Focus on paying down loans
- Ensure appropriate estate planning is in place
3. Wealth Generation – Ages 35-55
- Taking advantage of employer offered salary
- Adopt tax planning strategies
- Increase wealth accumulation portfolio
- Consider borrowing to invest
4. Retirement Planning – Ages 55-65
- Investigate Transition To Retirement (TTR) strategies
- Investigate social security strategies
- Ensure up to date and tax effective estate plan is in place
