ABOUT US

At Dynamic Private Wealth we are very strong believers in putting our clients at the centre of everything we do and providing solutions to help through the all of life’s wonderful stages.

Through increased knowledge we empower clients to make sound financial decisions. With this confidence clients feel a sense of security and completely informed about their financial strategy.

It’s important to us that everyone has the opportunity to live a life or run a business that is fulfilling, dynamic, and prosperous throughout the journey.

We want our clients to live their best life, one that protects the people they love and everything they have worked hard to achieve.

We are firmly committed to making a positive influence on our clients and their families lives both now and into the future.

Our Process

When you move through life’s wonderful life-stages to the pinnacle of retirement there will be many reasons to protect what you have and to spend time with friends and family. We would like to help.

It all starts by having a conversation to learn more about you and establishing some important building blocks.

one
Learn more about you
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Set goals
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Our advice
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Keeping you on track
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Realise your goals
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Set new goals

Financial Planning Hub

Calculators

Forms

Financial Health Check

 

Life Stage Investing

Life stages are phases of your life when you concentrate on different personal and financial goals, whether it’s just starting to think about what your financial goals are, focusing on achieving them, or organising your retirement.

Working out which life stage you are currently in helps all of us focus on your personal financial goals and the investment strategies best suited to achieve them.

THE FOUNDATIONS

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WEALTH BUILDERS

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WEALTH ACCELERATION

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LEVERAGE YOUR WEALTH

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FINANCIAL PINNACLE

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The key to the success of our advice is the ongoing support available with our ongoing service levels. Our service has a number of components and provides the opportunity to discuss any changes to your lifestyle and financial needs as and when they happen.

OUR TEAM

Jonathan Kermode
Principal Financial Adviser

“My passion is to deliver exceptional strategic financial advice to my clients.” read more…

Alison Norman
Office Manager

Alison has a passion to help people and she is committed to helping people along their financial and lifestyle journey. read more…

 

  • “If you and your family are looking for a financial advisor to assist you in placing your retirement funds to deliver a steady income over the long term as we have, then we recommend Jonathan Kermode.” read more from John and Joy Diamond

 

  • “Jonathan has provided me with fantastic amounts of advice and assistance in setting up my investment and superannuation portfolios. He is always one step ahead and is always there to guide me in the right direction in my financial goals.” Steven Ho

Community

2017

Dynamic Private Wealth 13th Ticker Masters

Ramada Resort Kooralbyn Valley QLD

Pictured:
Michael Hancock, Wally Fullerton Smith, Jonathan Kermode and Gene Miles

Contact

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Disclosure Statement: Dynamic Private Wealth Pty Ltd (ABN 40 606 944 307) is a Corporate Authorised Representative (CAR), of Sentry Financial Services Pty Ltd (ABN 30 113 531 034) AFSL number 286786.

GENERAL ADVICE WARNING The information in this communication is provided for information purposes and is of a general nature only. It is not intended to be and does not constitute financial advice or any other advice. Further, the information is not based on your personal objectives, financial situation or needs. You are encouraged to consult a financial planner before making any decision as to how appropriate this information is to your objectives, financial situation and needs. Also, before making a decision, you should consider the relevant Product Disclosure Statement available from your financial planner.

PRIVACY | FSG Part One | FSG Part Two

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