FINANCE DAD

DYLAN MARTIN 

DAD - ADVISER- FRIEND

Hi, I'm Dylan. 

 

Dad, friend, small business owner and financial adviser. I help 30's, 40's and Families make sense of their money and clearly define what they want out of life.

I have three beautiful children, Evan, Ariana and Indie. They mean the world to me. Like you, I am working hard to create a secure financial future for my family.

I am lucky enough to have a big second family - my clients. I am passionate about being by their side; celebrating their achievements and I also feel their pain during challenging times.

Most of all, I am a parent, just like you. I find it hard sometimes. The juggles, struggles and chaotic weeks. Career, health, fitness, hobbies, schooling, home duties - how do we fit it all in?  My clients want to provide for their little crew, enjoy life's little pleasures and become the very best financial versions of themselves possible. 

Professionally, I have been helping clients achieve their goals since 2010. I have a Bachelor of Commerce (distinction) in Finance, Diploma of Financial Planning and a Justice of the Peace. I have also completed further education; completing Ethics and Professionalism in Financial Advice coursework in 2020.

I have a made-up PHD in time management as I navigate the week through kids sports, client meetings and staying connected with family and friends!

If I am not enjoying time with my little crew or working in and on my business helping clients like you - you'll find me pursuing my other passions - food, friends, football, traveling, spirituality and gaming. I'm passionate about reconnecting with nature and enjoy learning more about the concept of consciousness and the human mind.

I'd love to hear more about your story.

- Finance Dad

We guide like minded 30's, 40's and families to make smarter money choices and get ahead earlier. We empower our clients to understand what it is they desire, create their perfect lifestyle and do more of what they love. As financial educators and money mentors we are committed to simplifying the complex and making a valuable impact on our clients’ lives.

FSG Wealth Management Pty Ltd is a Corporate Authorised Representative (No.425973) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No.223135.

© 2020

Capstone Financial Planning Pty Ltd | Level 14, 461 Bourke St, Melbourne VIC 3000

Ph: 1300 306 900 | Email: info@capstonefp.com.au | www.capstonefp.com.au | Important Information

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