Foundation Wealth Planners

At Foundation Wealth Planners, we're dedicated to helping people across Dubbo and NSW with their financial needs. Our team of experts is committed to providing great customer service, clear communication, and peace of mind to individuals from all walks of life.

Our Services

We offer a comprehensive range of financial planning, investment, and insurance solutions tailored to your specific needs. Our services include superannuation and self-managed super fund planning, personal insurance, aged care services, and investment opportunities. We also provide a second opinion service, where we review your existing financial plan and provide expert advice on how to improve it.

Our Difference

What sets us apart is our commitment to providing unbiased and evidence-based advice. As a privately-owned and licensed business, we're not tied to any bank, fund manager, financial institution, or insurance company. This means that our advice is fundamentally in the best interest of our clients, not driven by the interests of shareholders.

Our investment process is academically proven and focuses on the elements that you can control, such as diversification, asset allocation, and keeping fees low. With 29 years of combined financial planning experience, our team has the expertise and knowledge to provide you with tailored solutions that meet your unique circumstances.

Our History

Our team has been serving the Dubbo community for many years, and our passion is to help people achieve their financial goals. We're committed to building long-term relationships with our clients, and our goal is to provide you with the confidence and peace of mind that comes with having a clear financial plan in place.

Testimonials

Don't just take our word for it. Our clients have seen the benefits of working with us, and we're proud to share their testimonials with you. From maximizing returns on investments to providing expert advice on superannuation and aged care, our clients trust us to provide them with the guidance and support they need to achieve their financial goals.