Our independent financial advisors aim to act in your best interests by determining the best way forward and advising what options are suitable for you.
Discover how you can gain control over your superannuation savings and use them to invest in property while benefiting from tax breaks.
ASIC has recently advocating mandating a minimum balance for self managed super funds (SMSF). Our advisors are committed to providing you with advice that’s appropriate for your circumstances and determining whether a SMSF is the right option for you.
Our advanced strategies can help build your nest-egg so you can retire with comfort and security.
Our founder, Dominique Grubisa, is one of Australia’s leading asset protection experts. Talk to your Financial Planner about Financial Planner strategies available through the DG Institute.
Acting in your best interest is the core focus of DGI Wealth Management Advisers.
Tailor your SMSF to benefit from taxation, retirement and estate planning opportunities. Avoid tax and compliance errors. Our team can help you to maximise the tax, retirement and income advantages of SMSFs.
Some may think that property development in SMSF contravenes super law. However, that is overstating the position. The key to compliance is how the investment occurs. Get up-to-date guidance on property development in SMSFs. Avoid non-compliance, penalties, and adverse tax consequences. Our team can recommend select structures for you to undertake your next investment.
Get a tailored portfolio constructed using market-leading research. Our investment portfolios have outperformed peer group benchmarks. They also offer you more diversity in your fund if you hold property.
Most of us don’t have that time. In fact, 80% of Australians will retire on at least a part age pension or benefits. And many will have total assets of less than $100,000 for their golden years, so maximising your cash-flow and investment return is paramount.
If you want to enjoy your retirement and quit working, it’s clear that you need to do ‘something’.
But the question is, what? And more importantly, who can you trust to give you advice.
This situation is unacceptable and that’s why we started DGI Wealth Management. We want Australians to have easy access to quality advice about growing wealth and planning for retirement.
Strategies we recommend to help you achieve your retirement goals include:
DGI Wealth Management is a division of DG Institute. The DG Institute mission is to empower every day Australians through property education. The DG Institute also provides legal services to ensure people protect their assets effectively and do their succession planning. In addition, the Institute also assists clients with their finances and accounting to support their wealth journey.
Level 22, 31 Market St, Sydney NSW 2000
PO Box Q1868 QVB NSW 1230
P: 1300 012 475 F: 1300 022 003
Unit 20, 7 Narabang Way, Belrose NSW 2085
PO Box 295 Terrey Hills NSW 2084
P: 1300 658 653 F: 02 9986 333