Financial Planning, Investment & Insurance Solutions

Dedicated to helping people across Dubbo & NSW with their financial needs

(02) 6813 0977

Financial Planners in Dubbo

Foundation Wealth Planners are financial planners and advisors locally owned in Dubbo.

Foundation Wealth Planners in Dubbo will provide you greater comfort and clarity to follow your financial journey and achieve your goals. Tailoring holistic financial advice, guidance and wealth accumulation and protection strategies to benefit Australians. With our  experience, you’ll love that we can partner you in meeting your financial planning needs! Our personal approach sets us apart – we’re known for our no-nonsense, straight-forward and easy to understand advice.

Financial planning as practiced by Foundation Wealth Planners (FWP) is all about people.

Our clients come from all walks of life and present with different requirements and circumstances. The kind of wishes our clients have varied from those who would like to invest a lump sum and do not require anything else, to those who would like to review their entire final situation and attitude to money and everything in-between.

With a holistic approach to the financial planning process, Foundation Wealth Planners enjoys understanding the unique financial goals & objectives of their clients. This enables them to provide each person with the guidance they need & to develop a financial plan tailored to meet their unique goals and lifestyle objectives. The first meeting is always free. For quite a few people an initial conversation is of great value and all that is needed whilst others become lifetime clients and friends.

The investment world has never appeared more complex & daunting. The media regularly bombards investors with notoriously short focused glee or panic stories. At Foundation Wealth Planners, we don’t take unnecessary risks & we don’t adopt unproven strategies – we focus on what drives investment returns. When investing for clients we focus on these key principles – markets work, risk & reward are related, diversification reduces investment risk, asset allocation determines performance.

Financial Planners Dubbo

Our Services

At Foundation Wealth Planners we want you to understand the steps and why they happen so you can be part of the financial journey.  Click here to find out more about our process.  Whatever stage of life you’re at, Foundation Wealth are interesting in finding out about you, what motivates you and what your financial goals are. We want to get a full picture of where you are now financially, where you want to be financially and to identify what financial hurdles you may face.

Second Opinion

Doubt your current financial plan – or just want some reassurance you’re on the right track?We believe that not all financial advisers are created equally.While some are totally focussed on the needs of their clients, the majority are doing the bidding of their licensee (a bank or financial institution) at the expense of their clients.Despite having a financial adviser this second group of clients are often still confused, don’t fully understand their strategy, don’t understand how their investments work and don’t have a full picture on the fees they pay.This is the genesis for our Second Opinion Service. If you’re not sure where you’re heading with your current financial adviser, we will take you through our discovery process that enables you to understand what we stand for as financial advisers, while we have a conversation about your values, your goals, your concerns and the expectations of your financial adviser.If we agree there is a basis for us to work together, we will provide you with a written second opinion on your current financial position and direction, while also getting together for a meeting where we can give you a clear understanding of what we have found.
It’s possible we will say you’re currently on track with your current adviser, maybe with some simple improvements that could be made. Alternatively we might provide a proposal on how we can offer you a better outcome for your wealth management.

Meet your Professional Adviser

Financial Planners locally owned in Dubbo

Belinda is a Certified Financial Planner and Authorised Representative of FYG Planners. She has been in the financial services industry since 2001.

Belinda is a Justice of the Peace, AFP® Member of Financial Planning Association of Australia, a  SMSF Specialist Advisor™ and has completed the Masters of Financial Planning,  Advanced Diploma of Financial Planning.  Belinda is a CFP® professional.  Belinda attends seminars regularly to build her knowledge base and to maintain current taxation, legislative, industry and strategic requirements to ensure the best possible outcome for clients.

Financial Planners Dubbo

Videos

View our 6-part series looking at the six key factors that will help you become a better investor and enjoy
greater success with less stress, leaving you to focus on more important things in life.

Testimonials

View just some of the testimonials from our clients.

Contact Us

Please enable JavaScript in your browser to complete this form.