As a client of the DKM Group, you can expect to receive specialist advice across a full range of financial solutions delivered by a highly skilled professional team. We will work with you to gain a comprehensive understanding of your market environment and financial position, and develop a sound tailored strategy to help you reach your financial goals.

Services include:

Investment Strategies

  • Tailored advice on the structure of investment portfolios
  • Risk versus reward advice and restructuring
  • Up to date market advice and analysis on Australian and International shares
  • Comprehensive review and advice on a full range of managed funds
  • Listed and unlisted property opportunities
  • Cash, fixed interest and bond advice
  • Finance applications, cash flow projections and business plans

Capital Raising and IPO’s

  • Ability to ‘Lock In’ preferential placements via our wholesale broker associations
  • Advance notification to clients on upcoming capital raisings and IPO’s
  • Ongoing advice and recommendations on all corporate action

Household / Domestic insurance

  • Home Buildings & Contents
  • Landlords
  • Motor vehicle
  • Travel

 Retirement and Redundancy

  • Transition to retirement strategies
  • Account based pensions
  • Lump sum accumulation strategies
  • Asset allocation advice
  • Redundancy entitlement advice
  • Redundancy and Centrelink
  • Taxation implications on redundancy

Estate Planning

  • Planning advice to ensure certainty of distribution of assets upon death
  • Avoiding CGT traps upon death
  • Advice on use of wills, powers of attorney and testamentary trusts

Life Insurance and Risk Analysis

  • Life insurance
  • Total and permanent disability insurance
  • Trauma insurance
  • Income protection insurance
  • Business insurance

Professional Risks

  • Professional indemnity
  • Directors & Officers
  • Management Liability