The Goals 360 experience
We’re proud to bring you Goals 360. It’s an interactive digital experience that focuses on your personal goals.
The journey towards reaching your goals starts by exploring your ambitions to gain a clearer perspective on what really matters to you.
A coach will walk you through the process, helping you visualise and explore your goals from every angle.
You’ll receive a summary of your personal goals and priorities. The next step is to explore your advice options with a qualified financial adviser.
Then, if you decide to proceed, they can work with you to build a plan to help make your goals a reality.
And, if you’d like help staying motivated and accountable, you can choose ongoing services so we can help you track your progress.
Our team has local knowledge and expertise and draws on the strength and specialist support of AMP, so we’re equipped to help you reach your goals.
Find out more about each of us and how we can help you here.
DFM Financial in Coffs Harbour and Burleigh Heads is accredited with the highest standards of professionalism and advice.
Our partnerships with DFM Financial Group and Jade Financial Solutions means you can benefit from access to a range of specialists with the convenience of it all under one roof.
One of our goals is to give back to the community where we can.
Cancer Council Pro Bono
DFM Financial Group participates in the AMP Cancer Council Pro Bono Program whereby it assists families affected by cancer restore some peace to their lives during difficult times.
DFM's Financial Advisers donate their expertise to cancer patients free of charge.