Perspectives

Redefining Financial Advice

Dec 19, 2019

To celebrate Dimensional’s 30 years of working with financial advisors, we asked seven wealth management professionals how the industry has transformed to help clients.

Dimensional is celebrating 30 years of working with financial advisors, a collaboration that has helped change the way the world thinks about investing. To recognise that impact, we compiled 30 ways that investors can benefit from the industry’s transformation. See Part 1, Part 3.

Disclosures

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NEW ZEALAND: This material is issued by DFA Australia Limited (incorporated in Australia, AFS License No. 238093, ABN 46 065 937 671). This material is provided for information only. This material does not give any recommendation or opinion to acquire any financial product or any financial advice product, and is not financial advice to you or any other person. No account has been taken of the objectives, financial situation or needs of any particular person. Accordingly, investors should, before acting on the advice, consider the appropriateness of the advice, having regard to the investor’s objectives, financial situation and needs. Investors should also consider the Product Disclosure Statement (PDS) and for the Dimensional Wholesale Trusts the target market determination (TMD) that has been made for each financial product or financial advice product either issued or distributed by DFA Australia Limited prior to acquiring or continuing to hold any investment. Go to dimensional.com/funds to access a copy of the PDS or the relevant TMD. Any opinions expressed in this material reflect our judgement at the date of publication and are subject to change.

The presenters are not affiliated with DFA Australia Limited. The material is provided for information purposes only, any opinions expressed in this material reflects the views of the presenters, and are not necessarily those of DFA Australia Limited, and are subject to change without notice.