We are a Melbourne-based financial advice firm dedicated to empowering Australians with practical, strategic, and transparent financial guidance. We specialise in superannuation, retirement planning, personal insurance, and wealth protection for individuals and families.
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2 customer reviews
Tracey Hinton
Financial Advisors
Willaim was very friendly and knowkedgeable about the investment industry. He was happy to travel to my house for the meetings making it a lot easier for me. He was very professional and able to restructure my superannuation and investments for the best outcome in my situation. Highly recommend getting some advice from William. More...
Tracey Hinton
Financial Advisors
William from Dumont Wealth was very helpful and knowledgeable about the investment industry. He helped me organise and increase my superannuation and investment funds. I recommend getting advice from William. More...
What do you love most about your job?
Helping people turn confusion into clarity is what drives us. There's nothing more rewarding than seeing someone gain control of their financial future and achieve goals they once thought were out of reach. It's even more meaningful when the advice we give today improves the lives of our clients' children and grandchildren down the line. That legacy-building aspect is incredibly powerful.
What inspired you to start your own business?
The financial advice industry has suffered from a lack of trust and accessibility for too long. We felt compelled to be part of the solution. Dumont Wealth was created to offer clear, ethical, and affordable advice without the complexity or hidden agendas. Our mission is to build real relationships based on trust, deliver real value, and make high-quality advice available to everyday Australians—not just the ultra-wealthy.
Why should our clients choose you?
Clients choose us because we’re transparent, straight-talking, and focused on delivering measurable value. We’re selective about who we work with because we want to build long-term partnerships based on trust, not transactions. When we take you on as a client, we’re invested in your success—for the long run.
Can you provide your services online or remotely? If so, please add details.
Yes, absolutely. While we prefer in-person meetings to build genuine connections, we regularly work with clients across Australia using Zoom, phone calls, and secure digital tools. Whether you're interstate, regional, or simply prefer digital meetings, we adapt to your needs while maintaining high-quality service and compliance.
What changes have you made to keep your customers safe from Covid-19?
We’ve implemented flexible meeting options—digital or face-to-face, depending on your preferences and comfort levels. Most importantly, we listen. If you have special requirements, we’ll work with you to make sure you feel safe and supported at all times.
Superannuation
We offer tailored advice to optimise your superannuation. Whether you're consolidating multiple funds, lowering fees, or reassessing your investment mix, we ensure your super aligns with your retirement goals and risk appetite. Our focus is on improving long-term performance and simplifying complexity, so you can retire with confidence.
Retirement Planning
We help you plan for retirement with clarity and confidence. This includes defining your ideal lifestyle, calculating how much you’ll need, and structuring your super to generate sustainable income. We also advise on transitioning from accumulation to pension phase, ensuring your money works as hard as you have.
Tax Planning
Tax planning is about more than deductions—it’s about strategy. We provide forward-looking tax advice to help reduce your liability legally and effectively. From managing capital gains to pre-retirement tax strategies, we help structure your finances alongside your personal accountant.
Estate Planning
Your estate plan is a vital part of your legacy. We guide you through critical decisions including beneficiary nominations, powers of attorney, and structuring your assets. We focus on protecting your estate from unnecessary tax and ensuring your wishes are honoured, giving you and your family peace of mind.
Personal Insurance
We make personal insurance simple. Whether you need life, TPD, trauma or income protection cover, we assess your needs and compare policies from multiple providers to ensure you have the right level of protection at the right price. No sales pressure—just straightforward, personalised advice.
Business Insurance (Buy/Sell, Business Expense and Key Person)
We protect your business continuity with insurance-backed strategies for succession planning. Whether through buy/sell agreements or key person insurance, we help you reduce risk and preserve value if a business partner or critical staff member is lost due to illness or death.
Cashflow and Budgeting
A well-crafted budget is the foundation of financial success. We help you gain control over your income and expenses, align your spending with your goals, and build a plan that supports both short-term needs and long-term aspirations. It's not just budgeting—it’s a lifestyle strategy.
Transitioning to Retirement
We help you navigate the often-overwhelming shift from work to retirement. Whether you're cutting back your workdays or accessing your super gradually, we structure a flexible plan to ease your transition, reduce tax, and maintain your financial wellbeing through the change.
Annuities
We offer annuity solutions that provide guaranteed income for retirement, suited for conservative investors who value stability. They can complement your super strategy, reduce Centrelink assessment impacts, and deliver certainty in an uncertain market.
Age Pension
Navigating Centrelink and Age Pension rules can be difficult. We assess your eligibility, structure your assets, and determine your benefits, ensuring you don’t leave money on the table. If you're approaching retirement, speak with us early to plan appropriately.
Superannuation contributions
We help you harness the power of super contributions—before and after retirement. From concessional to non-concessional and downsizer contributions, we guide you through rules, limits, and timing to ensure tax-effective, compliant strategies that support your broader goals.
Personal Investments
Our investment strategies are personalised and transparent. Whether you’re investing in shares, managed funds, or SMAs, we design portfolios that reflect your risk profile, investment horizon, and goals. It’s about building wealth without unnecessary complexity or hidden fees.
Investment/Education Bonds
Investment bonds are powerful tools for long-term savings, education funding, and estate planning. We help you understand their tax benefits and how to structure them correctly. Whether for yourself, your children or grandchildren, we ensure your bond strategy is tailored and effective.
Sustainable and Conscious Investing
We help you invest in alignment with your values. Whether avoiding certain industries or favouring ESG-rated companies, we construct ethical investment portfolios without compromising performance. If sustainability matters to you, we’ll make sure your money reflects that.
Fixed Interest
f capital preservation and reliable income are your priorities, fixed interest investments like term deposits and government bonds may suit. We assess these options in context with your overall financial plan to ensure security without sacrificing opportunity.
Self Managed Superannuation Funds (SMSF)
SMSFs offer control and flexibility, but come with responsibility. We assist in setting up, managing, and investing within your SMSF, ensuring compliance, diversification and alignment with your retirement goals. We also help determine if an SMSF is the right fit for your situation before you commit.
