Personal | Financial Planning & Wealth Creation

Financial Planning & Wealth Creation

Pave a smoother path to wealth with our skilled strategic advisors and real-time financial data.

Financial Planning

Just like business, personal finance needs a game plan. Our financial planning services can help you get from where you are to where you want to be.

Our expert advice includes:

  • Superannuation and retirement planning, including self-managed superfunds
  • Wealth protection and insurance
  • Investments and risk management
  • Estate planning
  • Aged care planning
  • Budgeting

By applying our Real Time Strategic Thinking to every aspect of our financial planning services, we provide up-to-the minute solutions that you can apply ‘in the moment’ – not down the track when it’s too late.

Put simply, we keep your finger on the pulse.

Estate Planning

If something happens to you, do you know where your assets will go? Proactive estate planning gives you control over your finances while you still have a say.

Our team can help with:

  • Restructuring and streamlining your wealth
  • Advice for handling tax and superannuation
  • Creditors
  • Trusts
  • Asset protection
  • Beneficiaries

Getting your financial affairs in order will give peace of mind to you and your family.

Superannuation Management & Compliance

Have you reached a certain age and want to review your superannuation and retirement strategy? Need help managing your superfund? Talk to us.

Our team of accountants and advisors specialise in self-managed superfunds, so you can harness and handle your personal wealth.

Superannuation services include:

  • Investment research, advice and strategies
  • Accounts and record-keeping
  • Audits
  • Trustee requirements
  • Guidance on regulations and compliance

Wealth Creation

Dillon Clyne has a wealth of experience in the wealth creation business.

You might be looking to build up your financial position, or protect your existing personal and family wealth. We work with your financial goals and objectives then tailor a strategy that works for you.

Our team can help with:

  • Wealth accumulation strategies
  • Investment advice
  • Budgeting
  • Gearing
  • Wealth protection and insurance, including life, disability, illness, income protection and business protection

By applying our Real Time Strategic Thinking to every aspect of our wealth creation services, we provide up-to-the minute solutions that you can apply ‘in the moment’ – not down the track when it’s too late.  

Put simply, we keep your finger on the pulse.

Our Personal Accounting Specialists

Gerald Dillon

Partner
B.Com FCA

Gerard Dillon founded Dillon Partners and has over 35 years experience in the accounting profession, advising a wide variety of businesses and individuals on taxation, accounting and management consulting. 

He has vast experience advising in business structuring, tax planning, business succession and estate planning. Gerard holds a Commerce degree from the University of Melbourne, is a member of various professional bodies including the Institute of Chartered Accountants in Australia and is a registered company auditor.

James Clyne

Senior Partner

Before establishing Clyne Partners, James amassed a wealth of experience in the world of the large, multinational chartered accounting firm. While it gave him a deep understanding of business and compliance and the principles of client service, it also provided him with the perspective to recognise its shortcomings. James saw the opportunity to establish a fresh new philosophy in Chartered Accounting that revolved around the provision of up-to-the-minute services, allowing clients to make accurate decisions on business strategy.

James brings extraordinary energy and insight into every client challenge and his dedicated interest in accounting and taxation obligations creates a relationship with clients that goes beyond what is expected from today’s professional services.

David Clyne

Senior Partner

David has an extensive background in private equity and accounting, developing a wide range of skills from different roles and client challenges. David’s strength is his aptitude for systems improvement – he has ample experience streamlining and improving financial department operations, enabling a simpler, more accurate reporting base for a variety of stakeholders and management.

David has a proven history of producing real-time financial information for both compliance purposes and top management decision makers. Using a simplistic approach for the most technical accounting issues, David’s experience and calm nature will complement any finance division.

Emil Knezevic

Partner
GradDipFinPlan

Emil is an experienced Accountant who started with Dillon Partners in 1999, progressing to Associate in 2010. He has extensive experience in tax and small business, as well as financial planning having completed his Graduate Diploma in Financial Planning in 2012.

Emil is able to provide relevant and timely advice for businesses regarding internal accounting, periodic reporting, forecasting and ultimately the development and implementation of succession planning.

Lou Bolzonello

Partner
B.Bus CPA

Lou Bolzonello has over 30 years experience including six years in the areas of management consulting and cost accounting. He regularly assists his clients with cost control and the planning and ongoing review of detailed budgets, together with federal taxation and general accounting issues so they have 360-degree view of their business, accounting and taxation status. 

Lou holds a Bachelor of Business and is a Certified Practising Accountant. He has developed substantial knowledge in the construction and property development area and can provide advice in all areas of the development process.

Pearl Chew

Partner

Pearl is a Graduate from University of Tasmania and a Chartered Accountant. She has a demonstrated history of providing business advisory to both small and large enterprises. She is also skilled in corporate structuring, business accounting, cash flow modelling and taxation strategies. She possesses excellent leadership skills to successfully deliver projects and tasks. Additionally, she is highly adaptable in fast changing environments where deadlines are of the essence and communication is key.

Leigh Evans

Financial Advisor