• Financial Planning, Investment & Insurance Solutions
    Dedicated to helping people across Dubbo & NSW with their financial needs.
  • Maximise Your Financial Opportunities
    Planning today for your ideal tomorrow - strategies to accumulate, grow & protect wealth
  • Access Leading Edge Investment Opportunities
    Invest with the benefit of academically proven methods backed by decades of research.
  • Protect Yourself & Your Loved Ones
    Insurance Solutions For Life, Income, Disability & Illness.

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The Foundation Wealth Difference

Foundation Wealth Planners in Dubbo are built on solid foundations with a commitment to providing great customer service, clear and easy to understand communication and peace of mind and a sense of confidence to all people of any age and circumstances in their life now and into the future.

  1. Privately Owned & Licensed

    FWP are not owned or tied to a bank, fund manager, financial institution or insurance company. This ensures the advice we provide is fundamentally in the best interest of our clients and not what is best for large parent company’s shareholders.

  2. Evidence Based Investment Process

    FWP uses an academically proven investment process that rejects speculation and focuses on the elements you can control – diversification, asset allocation and keeping fees low.

  3. 29 years of Financial Planning Experience

    FWP has 29 years of combined financial planning experience. In addition, we regularly interact with a number of good advisers providing a supportive culture that ensures each client benefits from the collective knowledge base.