Financial Planning Services
At DMK Financial Services we provide accessible, personal services to you. We focus on understanding your particular needs, then develop and manage an ongoing plan, working with you to help your financial growth.
The service to you is provided by caring, experienced professionals providing a small town business relationship experience but supported by the resources of global financial institutions in order to provide you with quality whole of life financial guidance.
Click here to view our full Practice Profile Brochure.
Our Accounting Services
Offering all manner of taxation advice from individual clients, partnerships and trusts, to small and large companies and superannuation funds. This advice can be from preparing your taxation return at the end of the financial year, to offering taxation advice when looking to purchase a business or property.
Our accountants have a special interest in the area of Primary Production and can offer advice and assistance in all areas relating to Agriculture and Farming.
Offering all manner of advice regarding Superannuation Funds, assisting with pensions, preparation of year end accounts for Self Managed Superannuation Funds, assisting with the setup of new Self Managed Superannuation Funds and assisting with investment advice.
Assisting with initial setup of a new company or trust, liaising with ASIC regarding changes to your company, maintenance of share registries and officeholders, preparation of Annual Company Returns.
Assisting with purchase of new business or sale of existing, advice regarding current business operations.
Our Financial Planning Services
Shares, Property, Bonds and Managed Funds
Pre and Post retirement planning, retirement income streams, SMSF investment strategies and planning.
Advice regarding wills, Powers of Attorney and Testamentary Trusts.
Offering advice and assistance with applying for and maintaining benefits such as Aged Pension, Concession Cards, Newstart, Parenting Payments and Rent Assistance.
Aged Care Funding
Assessment of options available to fund accommodation bond and ongoing care fees.
Business and Asset Finance *
Assistance with obtaining finance for businesses including, new vehicles, farm equipment and business plant and machinery.
Home and Investment Loans *
Access to a range of lenders for new home loans and refinancing.
All manner of personal insurance including: Life Insurance, Total Permanent Disability Insurance, and Trauma & Income Protection Insurance.
Budgeting and savings plans.
* Lending services are referred to Finconnect (Australia) Pty Ltd ABN 45 122 896 477 Australian Credit Licence No. 385888 a wholly owned subsidiary of Count Financial.
General advice warning: The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.