Financial Planning & Advice

We can help you with:

Comprehensive Financial Planning​

We analyse all aspects of your financial well-being to offer a strategic financial plan specifically tailored for you, to assist you in achieving your financial goals

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Personal Insurance

With a clear understanding of your current financial position and personal protection needs, we can develop a roadmap to protect you, your family and your assets.

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Superannuation Planning

Take control of your super today to potentially enjoy a more financially rewarding retirement. By the time you retire, your super could be one of your most valuable assets.

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Tax Effective Investment Advice

Investing is about matching different investment assets to your goals, personal circumstances and appetite for risk. Investing can help you achieve your best possible financial future.

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Retirement Planning Advice

We’re here to help you plan your dream retirement no matter whether you’re already retired, are ready to make the transition or are just starting to think more about retirement.

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Estate Planning Advice

Forward planning can protect your family's financial future in the event that you pass away. To learn more about our estate planning services, call us on +61 2 9062 4232.

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Our Financial Planning Process

Step 1

Initial contact

Your initial contact with our practice will be an email contact or over the phone. We need to know what your requirements are and explain what we can do for you. We will inform you of the information to bring to our first meeting according to your requirements in this initial contact.

Step 2

First meeting

Your first meeting with us is complimentary and is obligation free. At this meeting we need to understand your personal and financial situation, discuss your priorities, where you are at now, where you want to be in the future and what are the next steps.

Step 3

Financial plan formulation

  • We analyse your situation: identify and analyse the gaps between where you are at now and where you want to be in the short and long-term timeframe
  • Evaluate different strategies, platforms and products that enable you to achieve your financial goals
  • Prepare a formal recommendation: develop a tailored financial plan based on your unique situation and individual requirements. This plan will enable you to make informed decisions to achieve your goals.

Step 4

Meeting to present recommendations

We will present detailed recommendations in a comprehensive financial plan to ensure you understand the options you may have, the costs and benefits, the risks and returns associated with these recommendations. We seek your input to fine tune our recommendations. From this point we can then agree on the implementation plan, and we will execute this plan on your behalf.

Step 5

Ongoing review

We schedule regular reviews to ensure that your financial plan remains up to date. Things change over time – financial markets, government legislation, your personal circumstances, your goals and priorities. We will provide you with a clear picture of your progression towards your goals and what actions are needed to ensure your plan stays on course.

Let's work together to develop a financial plan tailor-made for you

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Du Financial Advisory Pty Ltd ABN 54 633 411 471 is a Corporate Authorised Representative 1276715 of GPS Wealth Ltd AFSL 254544 | ABN 17 005 482 726

Tony Zhi Ming Du is a Sub-Authorised Representative 1003237 of Du Financial Advisory Pty Ltd

Du Financial Advisory Pty Ltd
GPS Wealth Ltd
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General Advice Warning

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your GPS Wealth Ltd (GPS) Adviser before you make any decision regarding any products mentioned in this communication.

Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither GPS nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

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