How We Help

We all have goals, things we would love to do for ourselves or others, but sometimes getting started can be the hardest step. 

We can help you be clear on what your goals are, and work with you to prioritise your financial needs, bringing the two together for an informed and tailored approach to your financial goals.

Take a closer look

As a starting point, explore some common goals to see whether you’d like advice on ways to help make these happen. Whether they are wildly ambitious or very simple, our advice will be tailored to fit your needs.

We’ll work with you to identify realistic ways to help make the most of your finances and from there, can build a strategy to help you reach your goals.

And if you choose ongoing services, we can help you stay on track by checking in with you, and if life throws you a curve ball, we can be there to help you reassess your needs.

Master your money

Put a strategy in place to help get on top of your finances and reach future goals.

  • Simplify my finances
  • Fix my cashflow
  • Be debt free
  • Save for something big
  • Buy an investment property
  • Financial independence

Explore the world

Whether it’s to travel overseas or just take a break, live it up with the confidence of a solid plan in place to help you with your finances.  

  • Gap year
  • Work overseas 
  • Career gap year

Take a new path

Change direction in life or start doing what you love with the confidence of a solid plan to help you with your finances.

  • Career change
  • Further my education
  • Start my own business
  • Pursue a passion

Home and family

Put in place a tailored plan to fit your family’s plans.

  • Get married
  • Our future together
  • Start a family
  • Grow our family
  • Buy a home

Care for others

Support others while still aiming to reach your goals.

  • Provide the best education 
  • Give them the best chance
  • Their wedding
  • Property for my children 
  • Create an inheritance
  • Support someone who needs me

Lifestyle and well being

You’ve worked hard for what you have. Put a plan in place to help protect it.

  • Retirement living options
  • Retire right
  • Start accessing my super
  • Protect my loved ones
  • Protect my lifestyle

Our customers say it best

Read about our customer’s experiences.

We have found Andrew to be most efficient in every facet of the financial planning industry.

Bob & Carmen, Coffs Harbour

There is no doubt that Khane has been incredible in his service levels and his knowledge.

Rick, Coffs Harbour

He is always available and remains courteous, friendly, caring and always helpful re our financial future.
Ruth, Burleigh Heads

We have found Andrew to be most efficient in every facet of the financial planning industry.

Ian & Robyn, Coffs Harbour

We are so grateful for the assistance we have been given and to Chris who has been supportive and helpful.

Jo & Ron, Coffs Harbour

I like that DFM is a one-stop shop.  We are very happy with the service we have received at DFM.

Terri & Ian, Burleigh Heads

Own your tomorrow

Whatever your goals, by getting in touch with us, we can help you on your way with a solid plan for a brighter future.

Complete the contact form to get started or use the map below for your nearest DFM Finance location. 

photo of rock climber scaling a rock at sunrise

DFM Financial Group Kempsey

Suite 5, 44 Forth St,
Kempsey NSW 2440

Phone: 02 6562 4415

DFM Financial Group Lismore

7 Carrington St,
Lismore NSW 2480

Phone: 02 6622 7033

DFM Financial Group Coffs Harbour

182 Pacific Highway,
Coffs Harbour NSW 2450

Phone: 1300 725 071

DFM Financial Group Burleigh Heads

10/43 Tallebudgera Creek Road,
Burleigh Heads QLD 4220

Phone: 07 5520 3413

Complete the below form or call 1300 725 071

Complete the below form or call 1300 725 071

Duncan Financial Advisers Pty Ltd, trading as DFM Financial Group ABN 21 003 873 210, is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence No. 232706 and Australian Credit Licence 232706.

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