Across the Dunham McCarthy Group, we practice a holistic approach to financial advice and estate planning. Together, our team of specialists and associates provide advice across a range of services. From will writing to life insurance, our clients are at the centre of the services that we provide.

We understand that different clients have different objectives, and from its inception, our firm has attracted talented and committed individuals who work tirelessly to help clients achieve these objectives, and to avoid misfortune. Looking back, our success can only be attributed to our team of exceptional individuals.

We believe that the future of Dunham McCarthy will centre on identifying the ever more complex needs of our 20,000+ exisiting clients, and developing services to cater for these needs.

We help people. It sounds simple, yet fundamentally, that is our purpose. To that end, we seek to fully understand a client’s circumstances, hopes and dreams before anticipating their future needs, and planning accordingly. We strive to provide this expertise with honesty, integrity and respect; always keeping our clients best interests at the forefront of what we do. We understand that time, money and family are valuable and important to clients and are committed to helping protect them.