Our Advice Process
The Foundation Wealth Planners Difference
Financial Planning, Investment & Insurance SolutionsDedicated to helping people across Dubbo & NSW with their financial needs.
Maximise Your Financial OpportunitiesPlanning today for your ideal tomorrow - strategies to accumulate, grow & protect wealth
Access Leading Edge Investment OpportunitiesInvest with the benefit of academically proven methods backed by decades of research.
Protect Yourself & Your Loved OnesInsurance Solutions For Life, Income, Disability & Illness.
Invest
Are you speculating or actually investing?
Superannuation & SMSF
How to use super to build wealth or income stream in retirement
Personal Insurance
Have you protected yourself, your family or key business partners?
Aged Care Services
Do you need assistance to transition your loved one(s) into Aged Care?
Learn about the power of markets
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.
-
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.
-
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.
-
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.
LATEST NEWS
Federal Budget 2024/25
The Federal Budget has been released, and for the current financial year, it is once again in surplus, albeit by a smaller margin than last year: $9.3 billion.This is better than t ..
John Hussman: Man who Predicted
There’s a never-ending cast of characters out in the world who have big opinions on the direction of financial markets. They might run their own newsletters or even their own funds ..
Don’t panic – your starting fee may only be temporary
Cashflow planning is important when moving into aged care, but plans can be thrown into chaos if your first invoice shows much higher fees than expected. This article sheds light o ..
Financial Control
The term financial control generally evokes a weaker party being controlled by a stronger one. This might be in a relationship where one partner controls the finances and all finan ..