DMGC Financial Planning Pty Ltd, ABN 52 628 559 222, trading as Epona Financial Guidance is a Corporate Authorised Representative No. 1273810 of Integrity Financial Planners Pty Ltd Australian Financial Services Licence No. 225051 ABN 71 069 537 855 Suite 2, 1 Railway Crescent, Croydon Vic 3136.
Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
We have you complete our discovery questionnaire to help us understand you prior to our first meeting and to see what maybe important to you and what you would like to achieve from meeting with us.
There is no cost for this meeting it is a chance to get to know one another and see how we can work together to help achieve your goals
We discuss with you what we have learnt about you and how Epona can help you achieve your goals
This involves working with you closely to pull together your financial information ie budget, super, investments to enable us to provide you with personal advice
We come back together at this point to present to you your personal financial road map.
Once you have agreed to proceed we then begin the process of implementing our recommendations
Ongoing service and support as identified and recommended