Dumont Wealth - Coburg, Victoria

Dumont Wealth is a prestigious financial services company located at Unit 3/9 Dawson St, Coburg VIC 3058, Australia. They can be reached by phone at 422397543 or through their website dumont.com.au. Their specialties include financial planning, insurance brokerage, and investment services.

The company is known for its exceptional services, as evidenced by its high average rating of 4.9/5 from 11 reviews on Google My Business. Some of their notable features include online appointments, wheelchair-accessible parking, clean and accessible restrooms, an inclusive atmosphere for the LGBTQ+ community, and the recommendation that appointments be made in advance. Clients praise Dumont Wealth for their expertise and the ease of understanding and implementing the strategies provided.

Specialties

- Financial planner

- Insurance broker

- Investment service

Other Points of Interest

• Online appointments
• Wheelchair-accessible car park
• Toilet
• LGBTQ+ friendly
• Appointments recommended

Opinions

One client, Will, shared their experience: "Will has provided me with expert guidance on future planning, outlining a clear pathway to improve the financial security of both myself and my children. His advice and strategies are easy to understand and implement. I look forward to working with Will toward a more financially secure future."

👍 Reviews of Dumont Wealth

talitha D.

5/5

Will has provided me with expert guidance on future planning, outlining a clear pathway to improve the financial security of both myself and my children. His advice and strategies are easy to understand and implement. I look forward to working with Will toward a more financially secure future.

George D.

5/5

Will has been my financial advisor for over a year, and I couldn't be more pleased with the support and guidance he provided. He was consistently professional, approachable and trustworthy. His expertise in finance was clear from the start, and he always offered sound, reliable advice tailored to my needs. I highly recommend Will to anyone seeking a knowledgeable and dependable financial advisor.

Lyndon G.

5/5

My wife and I got enormous value from working with Will. We wanted to make sure we were making the right financial decisions for our young family’s future. Will’s expertise, guidance and personable approach made what are otherwise complex decisions, clear and intentional. We feel more confident having Will in our corner. He’s enormously hard working and always accessible. Thanks Will!

TALITHA D.

5/5

Posted on behalf of Shaun Routh
Will has been instrumental in supporting my transition to retirement. He attentively listened to and understood my goals, providing valuable guidance on financial strategies to help me achieve them. I am looking forward to enjoying my retirement and traveling around Australia, with the confidence of knowing I have an experienced professional by my side. I look forward to working with Will in the years to come .

Lee K.

5/5

William was amazing to deal with. He had so much product and general knowledge that was tailored to my unique situation. His service is second to none. I will definately be continuing our business relationship and would recommend him to anyone seeking his products and services.

Tracey H.

4/5

Willaim was very friendly and knowkedgeable about the investment industry. He was happy to travel to my house for the meetings making it a lot easier for me. He was very professional and able to restructure my superannuation and investments for the best outcome in my situation. Highly recommend getting some advice from William.

TTC

5/5

I have found William as a Financial Advisor who has immense pride in his profession. His approach and methods are solid showing that he genuinely goes above and beyond to achieve outstanding outcomes for his clients.

Judith A.

5/5

I sought help from William Nakos to plan my retirement.
Will made the process an easy one. He is completely trustworthy and answered my queries (sometimes silly ones) with utmost patience.
I would highly recommend him.