“We have been clients of DKM Investment Services for the past 5 years. Over this period we have benefited from the advice given to us in developing a financial plan to improve our tax position and to allow us to enjoy a satisfying lifestyle.” ~ Peter & Claire McDonald,
“When planning ahead for our retirement we wanted to know how we could achieve our goals and continue to live a comfortable lifestyle once we both stopped working. The tailored investment strategies of DKM Investments Services has allowed this.” ~ Robert & Michelle Peters,
“We have always been able to rely on their flexibility and courteous service, Their staff have consistently made the extra efforts to assist us in completing our projects on time.” ~ Robert Patridge - Fitzroy Motors Pty Ltd, Dealer Principal
David O'Brien: Director - Client Services
David has over 30 years experience in the accounting profession and has previously been a Partner with a large international accounting... Read more >>
Fiona McCredie: Director - Client Services
Fiona has a number of years experience working as a professional accountant providing business advisory services to clients in a variety... Read more >>
John Fisher-Stamp: Director - Client Services
John Fisher-Stamp is a Chartered Accountant and a Client Services Director of The DKM Group. John Specialises in the... Read more >>
Letitia Weatherhead: Principal - Client Services
Letitia worked in regional Queensland as a professional accountant before joining the DKM Group in 1999 and provides both... Read more >>
Mark Davies: Director - Auditing & Superannuation
Mark has a dual role at the DKM Group, leading both the Audit and Superannuation divisions. He has an... Read more >>
Michael Dowling: Director - Client Services
Michael has developed a unique combination of skills with over fifteen years in the chartered accounting profession, and more... Read more >>
Paul Symons: Director - Client Services
Paul has a wealth of accounting experience following a number of years within the banking and finance sectors. He... Read more >>
Sharon Pullen: Director - Client Services
Sharon has a number of years experience as a professional accountant providing business advice to a large and broad... Read more >>
Dale Blamire: Director - Client Services
Dale brings over 30 years experience in the accounting profession to the DKM Group. He specialises in the management... Read more >>
Denis Owens: Director - DKM Investment Services
Denis Owens is a Director of DKM Group and Managing Director of Insight Investment Services, joining the company in... Read more >>
Stephen Lennon: Director - Client Services
Steve works with a large cross section of clients on advisory issues such as business management, tax minimisation strategies... Read more >>
Greg Mallam: Director - Client Services
Greg has over 30 years of accounting experience, including 22 years as a Partner/Director of the DKM Group and... Read more >>
Strategic planning addresses the questions “What do we need to achieve?” and “How will we achieve it?” The first step in strategic planning is to analyze the opportunities and threats in the current market, then map these against the “inside advantage” of your business. DKM Group can assist with strategy formulation, market analysis, identifying your business’ inside advantage, definition of objectives, and measuring progress against a strategy.
Economic Feasibility Studies
Otherwise known as “Cost/benefit Analysis”, “Return on Investment Analysis” or “Financial Evaluation of Capital Projects”, a feasibility study compares the benefits of investing in alternative projects against the benefits of paying a dividend, or paying off debt. Feasibility studies incorporate probabilistic analysis, and help decision makers to assess the likelihood of an investment paying off. DKM Group employs a range of tools which can help management with significant investment decisions.
Investor readiness reviews
An investor readiness review involves identifying the requirement for additional capital, preparation of a business plan, and consideration of the type of security to be issued to the investor, preparing a valuation of the company, preparing for negotiation, and structuring the deal for tax efficiency. DKM Group can assist with all of these areas, to maximize the outcome for the existing shareholders.
Merger & acquisitions advice
Mergers & acquisitions can help a business gain access to cash, new markets, or intellectual property. DKM Group can assist with valuation of a target company, structuring the deal for tax efficiency, sourcing finance for the transaction, or due diligence.
Equity & debt raising strategies
Companies requiring additional capital can list on the stock exchange, issue shares privately to a business angel or venture capital firm, seek a bank loan, use invoice financing, sell and lease back some of their assets, or issue debt securities. DKM Group can help clients to determine the right combination of instruments for their business, and assist with the procurement of capital.
A management buyout is where the employed management of a company buy enough shares to take control of the board. DKM Group can provide advice either to management or to existing shareholders on the valuation of the shares, structuring the deal for tax efficiency, sourcing finance for the transaction, or due diligence.
A Virtual CFO is where DKM Group performs some of the functions of a full time CFO or Financial Controller. This can include cash flow budgeting, preparing financial statements, liaising with auditors and financiers, identifying profit drivers, tax planning, evaluating alternative capital projects, or monitoring compliance with the requirements of ASIC, banks and the ATO. DKM Group’s Virtual CFO service is a flexible and affordable alternative.