Dillon Samaratunga

Background

About Dillon Samaratunga

With over 15 years experience in Financial Planning and 20 years in the Banking and Finance Industry, I'm am an experienced Financial Strategist. I'm passionate about providing strategic financial advice. Clients look for leadership, guidance and direction from their trusted advisers. Providing clients with advice which is in their best interest and acting as their source for all their financial needs is the key in providing financial advice. Accountants, solicitors, lenders, real estate agents, buyers advocates, stock brokers are all part and parcel of the client getting a well diverse, appropriately risk managed solution with the ideal fee structure based on their needs. Building instant rapport with clients and winning their trust helps me to have a deeper understanding about their goals, dreams and fears. Uncovering these are the basis of great advice. Advice that's product based and not congruent with client's goals and dreams have limited impact. I'm very passionate about clients achieving their goals and managing their finances strategically. Clients want to be lead, guided and given direction by their trusted adviser. Together with other financial professionals, I help my clients to enjoy their life, provide a safety net and a peace of mind about their financial future. I believe in inspiring and motivating my clients to achieve their dreams and also to aim higher. I take pride in providing them with sound, comprehensive and non product biased advice whilst ensuring they implement and follow up with those strategies without falling in to mediocrity. Specialties: Retirement Planning Business Succession Planning Risk Management Wealth Creation