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About Us

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Protecting your future is our business

Where we differ from the competitors is in the area of personal relationships

It’s a personal ‘brand’, which can never be copied 

As your financial coach we will:

  • Ask you probing questions to ensure that you, your family, and your business are protected adequately
  • Construct a financial plan. Very few people do this independently
  • Identify risks in your portfolio, of which you may not even be aware
  • Explain the significance and impact of market volatility
  • Ensure that our service standards enable our advice to reach your stated goals

We’re active in our community

Meet the team

David Myers
Director & Private Client Adviser
Rodica Simos
Senior Financial Adviser

 

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DMA Financial Strategists

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Disclosure: InsureInvest Pty Ltd trading as DMA Financial Strategists is a Corporate Authorised Representative No. 297496 of Orbe Solutions Pty Ltd ABN 72 618 560 277 Australian Financial Services Licence (AFSL) Number 507622.
Disclaimer: The information provided on and made available through this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. We recommend that you obtain your own independent professional advice before making any decision in relation to your particular requirements or circumstances. DMA Financial Strategists do not warrant the accuracy, completeness or currency of the information provided on and made available through this website. Past performance of any product discussed on this website is not indicative of future performance.