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FLEXIBILITY CHOICE & GREATER CONTROL
WITH SELF MANAGED SUPER

SMSFs are the largest & one of the fastest growing super segments in Australia. Protect your retirement savings.
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Plan now, for your future &
breach your retirement savings goals

Thanks to better health care we are living longer. This means that some Australians will spend more time in retirement than in the workforce.
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Establish, Grow & Protect
Your Wealth

Wealth protection is all about reducing the risks associated with wealth accumulation and the protection of what you have already acquired.
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Helping you make the most
of your Superannuation

We work with you to ensure you have the right super fund for your circumstances & goals

CORE SERVICES

SUPERANNUATION

Money in super is taxed in different ways to your other investments. It’s designed to reward you for investing for the long term. Diversified Financial Planners‘ have great experience in Superannuation.

RETIREMENT PLANNING

Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from the effects of compounding returns.

SELF MANAGED SUPERANNUATION

The benefits of SMSFs include greater control over your super, flexibility and choice. We have an SMSF SPECIALIST ADVISOR™ with the SMSF Professi(SPAA).....

WEALTH PROTECTION

Insurance is the foundation of all financial plans. Diversified Financial Planners, can help you evaluate the risks and come up with the right insurance solution for you and your family.

INVESTMENTS

Thanks to better health care we are living longer. This means that some Australians will spend more time in retirement than in the work force. You’ll need money to fund your retirement – and a fair bit of it.

HOME LOANS

According to research from the Reserve Bank in its 2004 annual report, Australia enjoys one of the greatest home ownership rates in the world. But in a time of high house prices how do you make.......

WHAT OUR CLIENTS SAY

Just wanted to put something down in writing about these services. We have been clients of Diversified for about 4 years now and we are so appreciative of all you do for us. It is great the way Dean takes the time to review our files and explain what is happening…

STAN & HILARY

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    PLAN NOW, FOR YOUR FUTURE. CONTACT DIVERSIFIED NOW.

    FEATURE ARTICLES

    WHAT OUR CLIENTS SAY

    Hi Dean, I hope you are well and enjoying life. The whole world, media, etc, including the people I work with, have been saying "make sure you check your super balance as there has been such a massive loss on the sharemarket - you probably haven't got any money left". Well, I came home today and did exactly that. Aside from I wasn't really expecting any shocks because I know you always look after us. I cannot believe how well you have managed our meager investment. Thank you so much - you are a man of integrity and we wouldn't have as much as we have without your valued advice. Thanks so much, Dean I would recommend you to anyone who wants an honest and caring Financial Advisor.

    Cheers and hugs Liz George

    “Just wanted to put something down in writing about these services. we have been clients of Diversified for about 4 years now and we are so appreciative of all you do for us. It is great the way Dean takes the time to review our files and explain what is happening and the best way to make the most of our finances for a good outcome. Everyone is so friendly and professional but always patient when I need an answer to something I don’t understand. It seems nothing is too much trouble. When we meet everything is already done and printed in a folder and seems so effortless. We want Dean and all your associates to know how much we appreciate all the hard work that goes on behind the scenes to make life easier for us. We wouldn’t have what we have now if it wasn’t for your help. What fabulous financial services you provide . We would rate you higher that 5*. Just fantastic best service ever. And we just love the smiles of all the ‘girls’.”

    STAN & HILARY

    "Dean has excellent empathy with his clients. He reviews my financial situation annually and contacts me if changes need to be made. He is aware of what I am comfortable with and always keeps within these parameters. He is very approachable and takes a genuine interest in his clients."

    WENDY

    “Dean advice is pertinent to my situation in all cases. He thinks ahead and suggests strategies that will assist in the future. His focus is on my well being and the Estate matters that need to be addressed. His strategies with my SMSF have been outstanding. I am comforted in dealing with Dean because of his fantastic knowledge on SMSF and the strategies that can apply to them. The biggest commendation I can give Dean is that I have recommended family and friends to him.”

    DAVID

    “I have been a client of Dean’s for nearly nine years. When my husband passed away, Dean was my backstop : helping me negotiate through what finances needed to be taken care of then, and advising me when I decided to downsize into a Retirement Village. Dean gave me the confidence to make the new purchase and to sell my existing property in the sound advice that my finances will see me through. I have recommended Dean’s expertise to Friends, too.”

    MARLENE

    "Dean is just fantastic. He has been my planner and advisor for many years, and I have to say his input, attention to detail and his help have been nothing short of incredible."

    CAROLYN

    “I find Dean very approachable and knowledgeable about the business that he’s in and he has excellent staff”

    JOE

    “Dean is an award winning financial adviser who has managed my superannuation affairs for over a decade. He listens to his clients and acts accordingly. I have every confidence and trust in Dean’s advice and would not hesitate to recommend his services and expertise to others.”

    TOM

    WHO WE SUPPORT

    Relay-for-Life
    MSFIN
    Bandari-Project
    Cancer-Council-Victoria
    Frankston-Primary-School
    Local-Business