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"3 Expert Tips
on How to Build Wealth"
Unlock the secrets to building lasting wealth with
these 3 proven expert tips designed
to supercharge your financial future.
Find Out What Our Clients Say
"We have worked with Andrew for over 20 years with changing needs from work through to retirement. He has always exceeded our expectations and we are happy to endorse both his abilities and ethics."
Mark
"Pleasant, friendly service and professional advice. Our investments advised by Andrew continue to flourish. I would recommend them to anyone who wants excellent and successful advice on their finances and/or retirement funds."
Jenni
"Andrew has looked after my financial affairs for almost 20 years. He is honest, and always gives good advice in a caring manner. Reliable, friendly and easy to talk to. I would be happy to recommend him to anyone needing financial help."
Tricia
Create Financial Clarity
& Achieve Your Dreams with
Dialogue Financial Management
Discover Why Hundreds of Families
Trust DFM with Their Financial Future
Comprehensive Service Range
We are proud to offer a unique blend of services that combine financial planning with an in-depth understanding of accounting and tax solutions. This holistic approach caters to high-net-worth individuals who often require integrated financial strategies to manage complex wealth portfolios.
Tailored Advice
At DFM, we pride ourselves on delivering highly personalised service, ensuring every financial strategy aligns with your unique lifestyle and goals. We craft tailored solutions that evolve with you, from your first job to retirement and beyond.
Long Standing Expertise
With almost 30 years of experience, DFM has evolved alongside the financial industry, retaining its family business roots while expanding its capabilities. Our clients benefit from our depth of knowledge and adaptability in financial management.
"Our commitment is to provide expert, individualised guidance
that helps you achieve lasting financial security
while enjoying the life you've worked hard to build."
Andrew Lyon
Owner | Director
Transforming Financial Futures
Build Wealth & Protect Your Future
Life is busy, and while retirement may seem far off, securing your financial future and growing your wealth is crucial. This is the perfect time to focus on expanding your assets and enhancing your financial portfolio.
Develop a comprehensive investment strategy to build passive income and accelerate long-term wealth growth.
Optimise your superannuation with tailored contributions, salary sacrifice, and tax-efficient strategies.
Review your financial structure to minimise tax and maximise asset protection.
Explore opportunities for capital growth and wealth diversification through smart investment vehicles.
Provide strategic advice on estate planning to safeguard your wealth for future generations.
Succession planning to protect and grow your enterprise’s value.
Our Solutions
Eliminate Stress and Financial Uncertainty
Superannuation
& Self Managed Super Funds
We help you consolidate your super, save on fees, and identify investment options suited to your goals. From contribution reviews to salary sacrifice strategies, we'll ensure your superannuation is working for you. We'll also assess your insurance and beneficiary nominations, and guide you on whether an SMSF is the right fit.
Debt Recycling
Knowing how to manage your debt can help you take control of your financial future and manage your cashflow.
We can recommend a debt management plan to help you pay down your bad debt whilst using good debt to build long term wealth.
Investment
Explore tailored investment options including bonds, debentures, buildings, land, factories, equities (shares), insurance bonds, managed funds and SMSF property investment. We'll help you balance risk and achieve your financial goals.
Insurance
At Dialogue Financial Management, we simplify the insurance process and tailor a wealth protection plan to suit your needs, ensuring you and your loved ones are financially protected when the unexpected happens.
Estate Planning
We help ensure your Will is up to date, set up Powers of Attorney, and assess trusts and tax strategies for passing on assets. We'll review life insurance, super beneficiaries, charitable giving, and guide you on family business succession.
Retirement Planning
We help define your retirement goals, assess assets and super, and find ways to grow your income. We’ll ensure your money lasts, review age pension eligibility, and support your estate planning.
How We Can Help
Meet Mark & Janelle
Mark and Janelle, a professional couple in their 40s based in Brisbane, are dedicated parents to two children, including a teenager attending private school. Despite their successful careers, they found themselves drifting financially, largely due to limited financial advice over the years.
After setting up a Self-Managed Superannuation Fund on the recommendation of their accountant, their investment returns fell short of expectations, and a sizeable loan portfolio left them feeling uncertain about their financial direction.
Recognising the need for expert guidance, Mark and Janelle turned to DFM to regain control of their finances.
Our team took the time to thoroughly understand their unique situation, discussing their goals and aspirations while conducting an in-depth analysis of their financial landscape.
Together, we developed a tailored plan focusing on:
Building Cash Reserves
Preparing for the unforeseen by creating a safety net that offers peace of mind.
Debt Reduction Strategies
Crafting a personalised approach to reduce debt within a timeline that suited their lifestyle.
Insurance Review
Ensuring they had the right coverage—no more, no less—tailored to their specific needs.
Investment Optimisation
Providing actionable advice to enhance the performance of their investments, both within their super fund and beyond, aligning with their goals.
Our comprehensive strategy not only aimed to streamline their finances but also alleviated the stress that came with financial uncertainty. By partnering with us, Mark and Janelle are now on a clear path toward achieving their aspirations, allowing them to focus on what truly matters—enjoying life with their family.
10 Bramcote Street
Chermside West QLD 4032
Andrew Lyon and Dialogue Financial Management Pty Ltd are authorised representatives of Preferred Financial Services Pty Ltd ABN 43 638 142 640. Australian Financial Services Licensee. Registered Office at 10 Bramcote Street Chermside West Qld 4032. Any advice in this site is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information.