Who Are We
At DKFS, we are more than just financial advisors. We are dedicated partners in your financial journey, committed to helping you achieve lasting success and security. With a passion for excellence and a focus on personalized service, our team brings years of expertise to guide you in every step of your financial planning.
Making Preserving Your Assets Easy
Preserving Intellectual Assets can have a dramatic impact on future generations. Countless are the stories of a person’s life being changed by the experience of an ancestor. But it is so difficult to make time to prepare a personal history.
Make it easier.
Instead of trying to develop your personal history from your childhood to the current time in your life, develop your history by writing about “defining moments…special events in your life that have left a lasting impression on you.” These defining moments may have to do with growing up, your school years, a summer job, the start of your family, or your career. Write a story, from 2-5 pages in length telling about the event. As you continue to develop these short stories, eventually you will have a lengthy book that provides informative insights into who you are.
What Our Clients Say About DKFS
At DKFS, our clients are at the heart of everything we do. We are proud to have helped individuals and families achieve financial security, build wealth, and plan for the future with confidence. Our commitment to personalized service and expert guidance has earned us the trust of clients who value a partner that truly understands their unique financial goals. Here’s what some of our satisfied clients have to say about their experiences with DKFS and how we’ve made a difference in their financial journeys.
George Owens
DKFS provided insightful guidance that completely transformed my financial outlook. Highly recommended!
Max Tanner
The strategies from DKFS helped me optimize my portfolio and achieve peace of mind.
Kim Wexler
The expertise at DKFS made all the difference. They genuinely care about their clients’ success.
Billy Jackson
Professional, reliable, and thorough—my experience with DKFS has been outstanding.
STILL NOT SURE?
Frequently Asked Questions
We understand that choosing the right financial partner is a big decision. Here are answers to some of the most common questions about DKFS and our services.
How do I get started with {{location.name}}?
Getting started is easy! Simply contact us through our website or give us a call. Our team will walk you through the first steps and help you choose a service plan that fits your needs.
What services does {{location.name}} offer?
{{location.name}} offers a range of financial services, including financial planning, investment management, tax optimization, retirement planning, and estate planning. Check out our services page for more details.
Is there a contract for your services?
No, we believe in flexibility. All our plans are available on a month-to-month basis with no long-term contracts. You can cancel at any time if you’re not satisfied.
What if I have questions after signing up?
We’re here to support you! Our team is available to answer any questions you have. You’ll also have access to your dedicated financial advisor for guidance whenever you need it.
© 2025 DKFS - All Rights Reserved. Partnering with you on your financial journey with expert advice and tailored solutions.
0438 429 232