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financial planning

At DSR Partners we are committed to providing our clients with the highest level of individual service possible. This means creating opportunities that will get your money working harder for you.

We have partnered with Country Wide Wealth to deliver you a strategic alliance that will help you make the most of your lifestyle and finances. Maximising your wealth creation potential and ensuring the longevity of your savings into retirement.

Country Wide Wealth are leaders in:

  • Wealth creation strategies and investment advice
  • Superannuation planning
  • Addressing your risk & insurance needs
  • Self-Managed Super Fund investment strategy and product advice
  • Estate planning and updating your will
  • Debt management planning
  • Setting budgets for cashflow, bill paying and saving goals

Life changes will always bring into focus new financial challenges.

barking on a long-term relationships or deciding to start a family will shift priorities towards planning for the future. Protecting your income becomes paramount to ensure that your family will be able to meet the ongoing costs of expenses such as mortgage or rent, education and living costs should you be unable to provide for them (whether it be short-term or extended) due to unforeseen circumstances.

Our aim is to guide you through transitions in your life and help you reduce a major cause of stress for most people – money!

These financial services will complement our existing taxation and accounting services and can be tailored to meet your goals in life.

We offer an obligation free consultation to start you on the path to taking charge of your finances.

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Contact Us

Shop 3, 227 The Entrance Road
The Entrance
PO Box 125
NSW, Australia 2261
Send an enquiry
Request an appointment

  P. + 61 2-4332-2799
F. + 61 2-4332-1033