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.
To Give and Receive in Return
"There is a wonderful, almost mystical law of nature that says three things we want most, happiness, freedom, and peace of mind - are always attained when we give them to others" –John Wooden
As we approach the Christmas holiday season, many of us think about giving to charities.
This year include your entire family in the decision process of which charities to support.
Before your family gathering, prepare a list of charities you would consider making contributions to, and present the different options to your family, sharing with them what the charity does, and why you think they would be a good choice for the family to support.
Let everyone ask questions and share their ideas. Talk about the charities and how they help others.
Help your children understand that there are others who are less fortunate than them.
Then let your children select the specific charity(ies) they want to support; then have them explain why they chose the specific charity(ies).
Narrow the field of choices down to determine, which, causes are of most importance to them.
Have your family allocate a certain dollar amount of your gift to each charity, again they will identify the specific causes of most importance to them.
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