Most people don’t need more financial information. They need someone they trust to help them make the right decisions with it.
At Dumont Wealth, we work alongside individuals and families to turn financial goals into a clear, practical plan.
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20 customer reviews
Tania Truccolo
The advice & help we received from Will at Dumont Wealth was well structured to our individual needs & life plans moving forward . Will is very personable & attentive to our needs & desires for the future he helped us every step of the way to make it easy & doable .Will is now part of the family.Can’t recommend him enough!Very happy …. Thank you Will ! More...
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C B
We were looking for a very good financial adviser that would suit our needs, after an extensive search and match we ended up choosing Dumont wealth. What a brilliant decision that was. We had our first meeting with Will, the director and it went very well, he was very presentable and easy to get to know, he listened to exactly what we wanted to do and we both found him to be of great character and he had some great ideas was very positive and I found that he was very trustworthy straight away. So we went ahead. Throughout the whole process Will was there to answer all our questions and help us to understand what was going to happen and why! He was very flexible and understanding. We have a great relationship with Will from Dumont Wealth, it truly is a personal and tailored service Dumont provides and I would highly recommend them to everyone seeking financial advice.The best decision we have made in years . Thankyou Will. More...
Reviewed on Google Maps
Rolly Rotich
I had a great experience working with Will Nakos. He has a strong ability to break down complex financial concepts into clear, practical strategies that are easy to understand and apply. His approach is both professional and personable, making the entire process feel comfortable and tailored rather than transactional.What stood out most was his focus on long-term outcomes and genuine interest in helping clients make informed decisions. I’d highly recommend Will to anyone looking for clear, strategic financial guidance. More...
Reviewed on Google Maps
greyblue
Very informative session
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Irene Kamau
Very insightful and clear information about super! Thank you Will👍
Reviewed on Google Maps
Simon Pearce
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William Wanefalea
This is the first ever I use this kind of service, I believe Dumont Wealth will provide the best service I need.
Reviewed on Google Maps
talitha DALEY
Will has provided me with expert guidance on future planning, outlining a clear pathway to improve the financial security of both myself and my children. His advice and strategies are easy to understand and implement. I look forward to working with Will toward a more financially secure future. More...
Reviewed on Google Maps
TALITHA DALEY
Posted on behalf of Shaun Routh Will has been instrumental in supporting my transition to retirement. He attentively listened to and understood my goals, providing valuable guidance on financial strategies to help me achieve them. I am looking forward to enjoying my retirement and traveling around Australia, with the confidence of knowing I have an experienced professional by my side. I look forward to working with Will in the years to come . More...
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Lyndon Galea
My wife and I got enormous value from working with Will. We wanted to make sure we were making the right financial decisions for our young family’s future. Will’s expertise, guidance and personable approach made what are otherwise complex decisions, clear and intentional. We feel more confident having Will in our corner. He’s enormously hard working and always accessible. Thanks Will! More...
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George Doungas
Will has been my financial advisor for over a year, and I couldn't be more pleased with the support and guidance he provided. He was consistently professional, approachable and trustworthy. His expertise in finance was clear from the start, and he always offered sound, reliable advice tailored to my needs. I highly recommend Will to anyone seeking a knowledgeable and dependable financial advisor. More...
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Lee Kane
William was amazing to deal with. He had so much product and general knowledge that was tailored to my unique situation. His service is second to none. I will definately be continuing our business relationship and would recommend him to anyone seeking his products and services. More...
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Michelle H
When it comes to your money and financial future you need someone that looks after it like it’s their own - I believe I’ve found that person. Thank you Will
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Cameron McDonald
Will has been extremely helpful and informative throughout the process allways willing to answer any questions I may have
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TTC
I have found William as a Financial Advisor who has immense pride in his profession. His approach and methods are solid showing that he genuinely goes above and beyond to achieve outstanding outcomes for his clients.
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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...
Tracey Hinton
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...
Reviewed on Google Maps
Nicoleta Bilous
Reviewed on Google Maps
Judith Anderson
I sought help from William Nakos to plan my retirement. Will made the process an easy one. He is completely trustworthy and answered my queries (sometimes silly ones) with utmost patience. I would highly recommend him.
Reviewed on Google Maps
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 empower Australian through financial advice. To achieve this, we build real relationships based on trust, deliver genuine value through quality advice, and make advice able to all Australians with transparent fees, so you know exactly what you're paying.
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 Microsoft Teams, phone calls, and secure digital tools. Wherever you are in Australia, we can help you.
Building & Protecting Your Wealth
We help individuals and families build wealth with a clear plan for the future, while protecting what they are working hard to create.
Depending on your goals, this can include superannuation contributions and investment strategies, investing outside super, personal insurance such as life, TPD, trauma and income protection, and saving for future expenses such as children’s education.
We can also consider tax-effective investment structures such as investment bonds, sustainable investment preferences and estate planning considerations as part of your broader strategy.
The goal is to bring everything together into one practical plan, so you know where your money is going, why it is invested that way and what you are working towards.
Preparing for Retirement
If retirement is approaching, the decisions you make in the years beforehand can make a meaningful difference to the position you retire in.
We help you understand how much you may need, whether you are on track and what steps you can take now to strengthen your position. This can include reviewing your superannuation and investments, consolidating funds, concessional and non-concessional contributions, downsizer contributions, tax-effective financial strategies and transition-to-retirement strategies where appropriate.
We also plan ahead for the move from super accumulation to retirement income, so you reach retirement with a clear strategy rather than a collection of last-minute decisions.
Retirement Income & Pension Planning
Reaching retirement is only part of the journey. The next challenge is turning your superannuation and savings into an income that supports the lifestyle you want.
We help people approaching or entering retirement structure their finances for this next stage. This can include establishing account-based pensions, deciding how much income to draw, structuring investments and cash reserves, reviewing superannuation contribution opportunities and managing tax within your broader financial strategy.
We can also help you consider beneficiaries and estate planning arrangements, working alongside your accountant or solicitor where specialist tax or legal advice is required.
The result is a practical retirement plan that gives you a clear understanding of how your money is structured, where your income will come from and how your strategy will be managed over time.
