3 Best Financial Services in Dubbo NSW

“The Wealth Affect is a holistic financial planning firm based in Dubbo, in regional NSW. The highly skilled and experienced team, led by Shane, adopts a comprehensive approach to managing your finances. As a Certified Financial Planner (under the Financial Advice Association Australia), Shane brings a wealth of knowledge and commitment to delivering holistic personal financial advice. Behind the scenes, Shane is supported by Cassandra (office manager, paraplanning, and technical support) and Catherine (back-office administration and implementation), who both bring years of experience, technical skill, and their own qualifications to the team. Keeping abreast of the latest products, investments, laws, legislation, and strategies is a hallmark of their commitment to delivering high-quality financial advice. Founded on principles of customer service, real-world experience, and top-notch education, The Wealth Affect assures clients that their finances are in capable hands. The firm's mission is to offer personalised advice, guiding clients through a structured process that maximises their chances of achieving financial goals and takes the worry and stress out of their hands and places it in the hands of a professional and experienced team.

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“Cook & Cook Financial Services is a family-owned financial service. Martin Cook purchased this business from his father. Cook & Cook Financial Services has over 30 years of experience in this field. They are licensed through Consultum/ Ten-Fifty, one of Australia's leading financial advice networks, with a long and highly reputable history. Their team provides personalised service through competent financial advice created to meet your goals. Their team presents and explains their recommendations in a written document called a statement of advice. Their advice is provided with a transparent fee-for-service model. Their motto and goal are pretty simple and aim to help you secure your financial future.

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“Invest Blue is led by managing director David Stephen. The firm holds its financial planning license through AMP Financial Planning Pty Limited, Australia’s largest financial planning network. They have access to independent, specialised investment knowledge through Russell Investments, a global leader in investment research. They are passionate about empowering people to realise their dreams and continue to do this for their people and clients daily. Their clients receive the benefits of that depth in their team. They also saw the expansion of their client offering, including their award-winning lending team and wealth management offering.

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