wealth solutions
now for tomorrow

Strategic Advice Specialists

At Dynamic Orange, we provide Strategic Advice. Strategic advice starts with understanding your goals, objectives and lifestyle choices. It’s about thinking with the end in mind when planning for long term financial independence (retirement), and working back from this point to build a bridge between lifestyle choices today, and the goal for financial independence at retirement.

For most people, money is what funds the lifestyle they want to enjoy. Of course money funds the most basic expenses - putting food on the table and a roof over a family’s head - but used properly it can also fund the dream of owning a home or investment property, putting children through university, having a regular holiday or taking the trip of a lifetime.

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The strategic advice process will draw out all of your lifestyle goals and explore ways of helping you fund them, while managing the trade-off between achieving lifestyle goals now and living comfortably in retirement.

Strategic advice looks at what combination of strategies will produce the best net wealth result for you.

We’ll financially model what you look like now (we call this the baseline) and into the future and then design the most appropriate strategy, compared against each other, to show you the dollar benefit of the advice and recommendations. We will design a plan to get you where you want to go, with monthly Track-to-Plan Reporting, so we’re fully accountable for your success.

You’ll also be equipped with our Dynamic Orange app, so you can track your own financial success – in real time.

So if you’re ready to do financial advice differently, connect with Dynamic Orange – we’ll make it happen.

Testimonials

Since 2014 I have been a client of Dynamic Orange, they now manage over $1M of my retirement funds and have achieved great results in that time. Tracking your fund is made easy with monthly reporting, scheduled reviews, active management all carried out in a family-friendly type manner. I have no hesitation in recommending Dynamic Orange with regard to your financial goals.

Lochiel

SMSF
We were introduced to Simon in 2013 as my husband had retired and I was headed in the same direction. Our financial issues were many and not managed with a plan. Simon has managed our SMSF and ‘extras’ including estate planning and our experience has made retirement financially smooth. The knowledge that when we need assistance it is given with consideration and with our circumstances in mind. Dynamic Orange is a great team to have on your side.

Beard Family Super Fund and its members

Having been with Dynamic Orange for over 10 years, our affairs are in order and our financial goals are being realised. We have monthly ‘Track to Plan’ phone link ups to ensure our financial plan is performing together with monthly cash flow reviews to ensure we are running a profitable household. Our wealth grows every month from a very humble beginning, however we chip away as advised and we can see the results! Simon is exceptional at what he does and highly skilled, he delivers a truly professional financial planning service. To anyone wanting to to realise their financial goals, we cannot recommend Simon and the Dynamic Orange team highly enough.

Rachael Mistry

Client since 2009
Dynamic Orange has handled my super fund and other financial affairs for the last five years with excellent results. Information re my investments are instantly available as well as personal contact and I would recommend this company to anyone requiring assistance with their financials

SouthSide Super Fund

I have been a client of Simon’s for several years. In the beginning, my financial needs were more simple. But, as my life has changed and my financial matters have become more complex, having people like Simon and his team who I completely trust to have my best interests in mind, has been invaluable. It means I can get on with life without worrying as much about the best way to manage my money. Simon has a great way of explaining options in understandable, simple terms and works with my own personal preferences. I fully recommend Simon and Dynamic Orange as trusted and skilled financial advisors.

M.King