Dietmar Birkmann

Hello,

My name is Dietmar Birkmann and welcome to my profile here on Adviser Ratings. I'm pleased to be able to provide you with some basic information to introduce myself, my experience (24 years+), qualifications (numerous) and some testimonials from our clients.

I have a long history of working with:

• Medical Professionals
• Business Owners
• Senior Managers/Executives/Directors
• Beneficiaries of large estates and trusts
• Retirees
• and generally individuals and families who have higher levels of wealth and/or income.  This typically affords more financial opportunities but also higher degrees of complexity that should be managed properly.

With our network of professional partners in Tax, Accounting, Lending, Property, Legal and Risk, we work together as a team to manage all the complexities of your finances so that you don’t have to.

Our preference is to look after our clients on an ongoing basis not just once-off and we prefer a closer relationship with a smaller number of clients. 

I hope you find this profile of use and of interest. Of course it only scratches the surface so to speak, so please don't hesitate to contact me if I can be of any other assistance.

Regards,

Dietmar Birkmann