Will Nakos

Dumont Wealth Management

Gold

6 Yrs Experience

Coburg, VIC 3058

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My passion is in creating value for every day Australians and ensuring that we have the right tools and structures in place to get you where you want to go. My educational background is in accounting and financial planning, and I am currently undertaking my MBA at Melbourne Business School. We have the tools and resources available to address any needs that may arise in your life.

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

Full transparency is provided on the cost of your tailored 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.

5.00 August 2023

I feel confident with Wills advice and the way he has explained it all to us makes it so easy. I hope to do business with Will for many years to come... Thank you Will !

Adviser status Gold
Rating 4.89
Number of reviews 11
First year providing advice 2018
Years of experience 6
Highest qualifications
- Bachelor of Business (Accounting)
- Bachelor of Business (Financial Planning)
Language spoken
- English