White Investments

Your wealth is about more than what sits on your balance sheet.

It is the freedom to choose what you do with your time.

It is feeling secure, confident and clear on your way forward.

You probably don’t want a financial plan. But you most likely do want to know you are going to be okay and that your family or loved ones will be okay. It will probably be useful to know what action you need to take now, and in the future, to make this more certain.

Create Order

Have Purpose

Make Progress

How we help

DOMINIC WHITE, CFA

I founded this business to provide a service that focuses on the things that matter to your outcomes.

You can find out about my formal qualifications and relevant experience on Linked-In if you are interested. The truth is all my skills, knowledge and experience are meaningless unless I have the intent & the integrity to use them to deliver a service that adds value to you.

Our promise to you:

All advice & management we provide to you is designed to help you achieve your investment & financial goals.
All the products included in your solution are what we believe are the best products for the job.
We will tell you about any fees we earn from providing this service.
We will tell you of any conflict of interest we may have in providing this service.
In so far as possible your solution will reflect how we manage our own finances.

"We are very happy with how you are managing the portfolio. We have full faith in your ability and I still feel very privileged to have you manage our portfolio. So glad we found you so many years ago."

- Sheryl (Trustee)

"We have found Dominic to be extremely well informed, helpful and very professional during our dealings with him. We are very satisfied with the service he is providing us and would recommend him."

- Paul and Pam (Retired)

"I am very very happy with the interest on my investments. I just wish now that I saved more. I’m really really happy with how you are handling my finances."

-Tessa (Teacher, Artist & Entrepreneur)

"Since I have been working with Dominic I am already in a better place and know I will be in a better place in the years ahead. I just wish I had been introduced to him years ago."

-Jomandie (Dog lover & Motorcycle enthusiast)

"It took me a long time to appreciate what really matters when planning for my family’s future. I wasted so much time paying high charges and receiving little for it, simply because I did not know any better. The honest, caring service backed up by excellent knowledge and skills has delivered results and I recommend that you speak with Dominic at White Investments."

-Andrew (Father & Business Owner)

Blog

Time is Wealth

Thursday, September 12, 2024

"Making it Count" means using all your resources to live a life that is meaningful to you. How are you using yours?

Stirring the pot

Friday, August 09, 2024

The rules are changing for your retirement savings but too many commentators are issuing warnings and seem to be stirring the pot. What do you actually need to know upfront?