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FINANCE DAD

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DYLAN MARTIN 
DAD - ADVISER- FRIEND

Hi, I'm Dylan. 

 

Dad, friend, small business owner and financial adviser. I focus on helping clients understand their money better and make sense of their complex financial world. My advice focuses on goal setting, lifestyle and prioritising happiness, above all, because our life is precious and finite and we all deserve to be the best version of ourselves.

I have three beautiful children. They mean the world to me. Like you, I am working hard to create a secure financial future for my family and one that my future self will thank me for.

I am lucky enough to have a big second family - my clients. I am passionate about being by their side; celebrating their achievements and sharing 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?  Having a roadmap and a clear picture of what your ideal future looks like keeps me motivated to stay on track.

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 am 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, coaching, 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 hobbies - food, friends, football, travelling, spirituality and music. I'm passionate about reconnecting with nature,  the concept of consciousness, the human mind and the mystery of life. I am also a junior football coach with a healthy obsession with player and local club development! My mantra: Practise makes progress, not perfection! 

I'd love to hear more about your story.

- Finance Dad

We guide like-minded, 40's, 50'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.

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