Will Nakos

Dumont Wealth

Gold

7 Yrs Experience

Coburg, VIC 3058

About Will
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

I started Dumont Wealth to offer financial advice the way it should be—clear, honest, and genuinely tailored to the individual.

As a licensed financial adviser with a background in accounting and financial planning, I work closely with individuals and families to help them take control of their superannuation, plan for retirement, and protect their wealth. My approach is practical, relationship-focused and designed to remove complexity, not add to it.

Clients often come to me feeling uncertain or frustrated—unsure if they're on track, paying too much in fees, or missing opportunities. I love helping people cut through the noise and make confident decisions about their financial future.

I hold an undergraduate degree in accounting and financial planning, and I’m currently completing my MBA at Melbourne Business School to continue sharpening both the strategic and human side of advice.

If you're looking for a long-term relationship with an adviser who takes your financial goals personally, I'd love to have a conversation.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Complex Investments
Tax Strategies
Growing Assets
Wills & Estates

Our fees are based on the scope and complexity of advice you need. All costs are explained clearly, in plain language, before you commit—so you’ll always know exactly what you’re paying and the value you’re receiving in return.

5.00 February 2025

Will was extremely professional and knowledgeable in all aspects of Financial Management. He was guided by my personal monetary needs and wishes and accordingly gave expert advice and help for my situation. He made the effort to travel down to South Gippsland on more than one occasion, which I greatly appreciated as it gave me the benefit of being able to talk through all my financial needs on a one to one basis, with very beneficial results. I would happily recommend Will to any relative or friend in need of financial advice.

4.75 October 2024

William was very friendly and knowledgeable about the investment industry. He was happy to travel to my house for the meetings making it a lot easier for me. He was very professional and able to restructure my superannuation and investments for the best outcome in my situation. Highly recommend getting some advice from William.

5.00 August 2024

Will was my first experience with a financial advisor and it was so easy and stress free. I trust him completely and had no hesitation in contacting him with any queries I had. I would recommend him to anyone. He is so knowledgeable and has made my transition into retirement an easy one.

5.00 August 2023

Will was very professional and easy to understand. He took the time to learn about my situation and offer the most relevant service and path forward.

5.00 August 2023

Will has made my life easier with the advice he has given me. He is very good at what he does and explains everything so I can understand. I feel very confident with his advice.

Adviser status Gold
Rating 4.90
Number of reviews 12
First year providing advice 2018
Years of experience 7
Highest qualifications
- Bachelor of Business (Accounting)
- Bachelor of Business (Financial Planning)
Language spoken
- English