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  • DMG Advice Logo
  • Financial Advisers

  • Specialists in Retirement Planning

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Welcome to DMG Advice

We are a boutique Financial Planning firm specialising in retirement planning.

As a full-service financial planning business we help our clients develop an holistic financial plan tailored to their individual needs so they can achieve financial success.

Our principle objective is to make high quality financial advice more accessible and affordable to the local Albury Wodonga community.

The benefits of becoming a client of DMG Advice

Our clients value highly the financial planning relationship. We are able to provide our clients with the peace of mind of knowing that they are making the most of their financial position by addressing their most pressing concerns, including:

  • How much money will I need to save for retirement & how do I go about it?
  • How do I protect myself & my assets?
  • When can I retire?
  • When will I be eligible for Centrelink Age Pension and what will my entitlements be?
  • What standard of living can I afford in retirement?
  • How long will my money last in retirement?

Why choose DMG Advice for your Financial Planning needs?

  • We are a team of University educated and highly qualified financial planning professionals, with extensive experience in the finance industry
  • We believe in the difference professional advice can make to our clients
  • We offer our clients the opportunity to get their financial house in order, and provide a roadmap to financial success
  • We do this by providing tailored solutions to their financial problems in order to maximise outcomes
  • We give our clients peace of mind, somewhere to turn to when they need help
  • We act as their financial guardian so they can make informed decisions, not poor ones
  • We offer our clients a financial education, clarity & understanding on complex financial concepts
  • We keep our clients accountable for their actions to ensure they stay disciplined and on track to reach their financial potential

At the end of the day, we believe that people who receive financial advice are far better off in the long run than people who don’t, because you don’t know what you don’t know.

People trust us with their life savings, and we do our best to manage the wealth of our clients in a very transparent and cost effective way. So, if you are looking to get your financial house in order in preparation for retirement, make an obligation free appointment to come and talk to us, we would be more than happy to help out.

Testimonials

  • We have been very impressed with the professionalism of Dean and Melissa. They have taken a holistic approach to our investments, always willing to explore options that best suit our interests and preferences. We have been with Dean and Mel for 6 years now and only wish that we had engaged their services many years ago. Their advice and knowledge of so many complex areas have been explained in simple and easy to understand terms and we look forward to many more years of having them look after our financial affairs. We could not recommend them more highly.

    Michael & Gai

  • We chose DMG Advice as our financial advisers back in 2016 and have been extremely happy with their advice and support over the years. Their attention to detail and practical advice, plus good communication, have been a great comfort. Thankyou Dean and Mellisa, keep up the good work.

    Allan & Barbara

  • We have been working with Dean on our investments for our SMSF as well as getting insurance advice for over 10 years. He understands our risk profile and investment preferences to have provided us with a portfolio that has not only performed well, but also met our SMSF investment strategy. Dean has always taken the time to discuss advice or any questions we have had and is always prompt in providing any responses.

    Helen

  • Prior to retirement, when exploring the many options available for my super after 50 years working in the banking industry, I wanted someone I could trust to take care of my nest egg in retirement. We were looking for a reputable adviser who offered sound financial advice and someone Anne could easily relate to. We found Dean to be extremely down to earth and easy to talk to, very responsive to our questions, and someone who has always had our best interests at heart. We know where we are heading financially and recommend Dean and the team at DMG Advice to anyone seeking help as they head into retirement.

    Barry & Anne

  • My Wife and I have been clients of Dean since 2017. We have always been comfortable that he was acting with integrity and in our best interests . Our fund has a conservative base and so has weathered the ups and downs of the financial markets which as elderly people is what we have chosen because it saves us from stress

    David & Barbara

General Advice Warning

Any advice in this site is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information. Any advice on this website has been prepared without taking account of your objectives, financial situation or needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your objectives, financial situation or needs.

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Dean Greacen & DMG Advice Albury Pty Ltd, trading as DMG Advice, are Authorised Representatives of DMG Licensee Services Pty Ltd, ABN: 55 663 776 485 Australian Financial Services Licensee 545863,
Registered Office at Suites 2&3, Level 1, 520 Swift Street Albury NSW 2640.