About Us

We offer a complete range of professional services and every client is valued…

Every client is valued and allocated a Client Service Manager who will ensure that our high quality, experienced team provide you with fantastic personal service on a regular basis.

DLJ Financial Planning only employs people who are passionate about their profession and who share our ‘Client First’ vision and values.

Quite simply we care and our intent is to always give more than we ask for and to create and maintain your trust in a long term relationship.

Financial and Investment Advice

Self Managed Super Funds

Estate Planning Considerations

Less Cost, Less Hassle and More Value