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DKM Investment Services

Coffs Harbour, NSW

Address: 10 Moonee St, Coffs Harbour NSW 2450

About DKM Investment Services

DKM Investment Services is a full financial services group located in the Coffs Harbour area.As a client of the DKM Group, you can expect to receive specialist advice across a full range of financial solutions delivered by a highly skilled professional team. We will work with you to gain a comprehensive understanding of your market environment and financial position, and develop a sound tailored strategy to help you reach your financial goals.Services include:Investment StrategiesTailored advice on the structure of investment portfoliosRisk versus reward advice and restructuringUp to date market advice and analysis on Australian and International sharesComprehensive review and advice on a full range of managed fundsListed and unlisted property opportunitiesCash, fixed interest and bond adviceRetirement PlansTransition to retirement strategiesAccount based pensionsLump sum accumulation strategiesAsset allocation adviceEstate PlanningPlanning advice to ensure certainty of distribution of assets upon deathAvoiding CGT traps upon deathAdvice on use of wills, powers of attorney and testamentary trusts'Capital Raising and IPO’s Ability to ‘Lock In’ preferential placements via our wholesale broker associationsAdvance notification to clients on upcoming capital raisings and IPO’sOngoing advice and recommendations on all corporate actionLife Insurance and Risk AnalysisLife insuranceTotal and permanent disability insuranceTrauma insuranceIncome protection insuranceBusiness insuranceHousehold/Domestic insuranceHome Buildings and ContentsLandlordsMotor vehicleTravelProfessional RisksProfessional indemnityDirectors and OfficersManagement Liability

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DKM Investment Services

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