White Investments

I am a financial planner.

But I don't believe you want a financial plan.

I think you want to know you are going to be okay & that your loved ones will be okay.

I think you want to know what actions you need to take now, & in the future, to make this more certain.

My service provides the tools & support for precisely that.

My starting point is that financial planning is not about numbers in a spreadsheet or a nice graph showing some hypothetical future cashflows.

It is not about 'A PLAN'.

Financial planning is the process of bringing all your resources (financial, time, emotional) to bear in the pursuit of a life you want to live. It’s about being intentional and having a framework that clarifies the action you need to take and allows you to measure and adjust along the way.

Create Order

Have Purpose

Make Progress

What framework you ask?

DOMINIC WHITE, CFA

I am the guy who partners with you on this journey. 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.

My promise to you:

All advice & management I provide to you is designed to help you achieve your objective.
All the products included in your solution are what I believe are the best products for the job.
I will tell you about any fees I earn from providing this service.
I will tell you of any conflict of interest I may have in providing this service.

"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)

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