Our Priority Is You
At DFP, we believe you deserve a financial planner who’s willing to work with you. You need someone who’ll listen to your concerns, understand your goals and help shape a brighter future for you and your family. Our transparent, fixed fee service is tailored to your needs, whether you’re in retirement, approaching retirement, or simply planning for the future.
What Makes Us Unique:
Honest
Local
Independent
Friendly
Fixed Fees
For over two decades, Liam, our Chartered Financial Planner, has been helping people like you plan their financial futures.
As an independent firm, we’re not tied to any particular provider or fund manager.
As we are independent, we have the freedom to make recommendations that are in your best interests. With DFP, you’re on the right road to achieving the lifestyle you’ve always wanted.
The Difference Is DFP
We’re Invested In You
The relationship between you, the client, and your financial planner, is crucial to the success of your financial plan. Conversation is key. Unfortunately, the mistake many financial planners make is to listen with the intent to respond. At Danbro Financial Planning, we promise to listen with the intent to understand.
Tried, Trusted & Tailored To You
For years, team DFP have been helping people like you get to where they want to be financially. We’re committed to helping you complete your objectives, tailoring your plan to suit your needs. We’ll build your plan, measure your progress, and suggest ways in which you can improve your chances of success.
Laying The Foundations For Your Financial Future
At DFP, we believe in diversifying investments, keeping costs to a minimum, and investing in line with your approved plan. Patience, discipline and strategic thinking are virtues when it comes to successful financial planning. At Danbro Financial Planning, we have these qualities in abundance.
"Our philosophy centres on research, evidence and trust. To us, clients are not just customers, they’re friends."
“The fact that so many are willing to confide in the DFP team, and entrust us with the success of their financial future, is something we’re extremely proud of."
Your Journey With DFP
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Come & Say Hi
Preparing Your Plan
We'll Meet Again
Putting Your Plan In Place
Moving Forward
Come & Say Hi
At DFP, we understand that it can be difficult to discuss your financial aspirations with someone you’ve never met before. That’s why we always invite our clients to come in for an informal, no obligation chat with our Chartered Financial Planner, Liam. It’s a great opportunity for us to get to know you, and to gain a good understanding of your hopes, fears, ambitions and apprehensions.
Preparing Your Financial Plan
Once we've agreed on the service level that you need, we'll delve deeper into your own goals and aspirations. Liam will also review your financial situation, risk profile and any existing arrangements that you have.
We'll Meet Again
Once we’ve put your plan together, we’ll meet with you again to discuss your report in more detail. It’s another chance for us to ease any concerns you have, answering your questions in a relaxed and secure environment.
Putting Your Plan In Place
Once you’re satisfied with the solution that’s been presented, it’s time to get things moving. We’ll do the leg work for you, working closely with the providers you choose to set your plan in motion. Now for the exciting bit. Thanks to the decisions you’ve taken, you could be well on the way to a flourishing financial future.
Moving Forward
At Danbro Financial Planning, we have a commitment to you. If you engage our ongoing services, we’ll review your plan regularly, to help make sure that you remain on track and in budget. Then, through regular meetings, we’ll assess your progress, providing advice on any new tax laws or changes in your personal life, for instance. With your new plan in place, you can simply sit back and let your money do the work for you.
