Our clients

Our success is based on helping our clients achieve their financial goals. We pride ourselves on the strong relationships we have built over decades of working with people to plan, grow and protect their wealth.

We have supported and given advice to many of our clients from the 'wealth accumulation' stage, through to 'pre-retirement' and 'retirement' stage of their financial lifecycle.

We build relationships that last generations. The loyalty shown by our clients is the biggest form of flattery we can receive.

With over 30 years of industry experience, we have the knowledge and capability to offer our extensive client base the support and advice to suit their individual needs.

We predominately provide advice to clients in Brisbane but also service individuals and businesses in Sydney, Melbourne, Adelaide and Perth

Testimonials

Investing with vision

We came to Donegal post-GFC. I had always had a 'Do it yourself' mentality towards investing. When the markets were doing well, I was happy with what I had done. I wasn't, however, after the GFC hit. Realistically I had lost sight of what my investments goals were and ultimately with what level of risk I was happy to take. Clearing this up with Donegal has ensured that I have a focused strategy. I'm lucky, I have some working years up my sleeve to make up for my unfortunate decisions in the past.

Stephen

Wealth advice for life

I have been using the services of Hugh and the Donegal team for over 15 years now. Over that time my financial situation and lifestyle has changed significantly. As my priorities and needs shifted, Donegal were able to provide me with advice to make sure my financial goals were kept on track. I am very happy with the advice and support I have received along the way.

Ann

The importance of protection

Being diagnosed with a terminal illness stopped me in my tracks. I was 41 with a load of responsibility - a wife, three children and a partnership in a law firm. It was a huge relief for me and my family that I had listened to the advice Donegal had given me. With the Income Protection cover that I had taken out, I was able to focus on getting through treatments and supporting the rest of the family without having to worry about what was going to happen to us financially. Donegal took complete control over the claims process and insured that we were looked after. I cannot thank them enough.

Brian

Retirement with a plan

Donegal Wealth was recommended to me by an old friend, whose family had used their services over a number of years. My husband and I had been quite hesitant to invest money in the stock market. I suppose you could say, we had previously felt that we didn't have enough money to fall back on if the investments went sour. However, after my mother died I was left with some money and we felt like it was a good time to get some advice on what to do with it. In our initial meeting we sat down with Anthony and Hugh and went through in great detail our financial position as it were and explained to them where we wanted to be in 10 years, around the time when we expected to retire. We now have a clear strategy in place of how we can get to where we want to be. We have confidence in their advice. We have an honest relationship with them and feel like we can contact them any time we have a question or queries to be answered. It's their personal service that makes such a difference.

Jo and Tony


Contact us if you would like to find out how we can help you plan, grow and protect your wealth.