Welcome to Dean Kavanagh Financial Services

The DKFS FINANCIAL LIFE PLAN is unique in recognising and helping you maximise your four major
asset categories;

Human Assets are those qualities and characteristics that enhance the individual health, well being and
happiness of each family member. The DKFS Financial Life Plan will first help you identify your values and
goals. Together we will then put in place a system to eliminate any dangers to your Human Assets whilst
capturing all opportunities that may enhance and preserve these valuable assets.


Intellectual Assets are considered as the sum total of your life’s experiences to date. Assets such as your
formal education, alliances, reputation, unique abilities and gained wisdom once captured and archived
can be capitalised so that your family members and future generations can learn and grow from your experiences.


Social Assets may be categorised as the assets that the Government says you must put back into society
to do good. They call it taxes. Through specific planning and strategic planning with the DKFS team you
can retain choice and control over your social assets while involving all your family members. The DKFS
financial life plan process helps you not only organising these assets, but it also instills in your family, your
passion for supporting specific social and civic causes. Properly structured civic assets will add tremendous
value to your Human, Intellectual and Financial assets for generations to come.


Financial Assets are tangible assets which ensure financial independence, provide for family legacy and
enrich political and social involvement. Financial assets are optimised through cutting edge strategies
related to the accumulation, growth and protection of significant financial wealth. Combining the talents of
mature legal and accounting practices these innovative strategies may reduce your taxes, maximise
performance and limit risk in a manner that coincides with your values, unique abilities and your life goals.

The DKFS FINANCIAL LIFE PLAN provides the expertise and tools to optimise not only
your financial wealth but your knowledge, relationships, experiences and values for generations
to come.


" Helping intelligent people make wise decisions about their money."


Recent Articles

1. First Important Lesson - Cleaning Lady. During the second month of college, a professor gave a pop quiz. Students had breezed through the questions, until they read the last one: "What is the first name of the woman who cleans the school?" Surely this was some kind of joke. All had seen the cleaning woman several times. She w...

"Try not to become a man of success but rather try to become a man of value.” Albert Einstein Albert Einstein was a German-American physicist, who received the Nobel Price in 1912, but not for relativity (E=mc2), rather for his 1905 work on photoelectric effect. He was born in 1879 and died in 1955. Einstein was named ...

The Family Life and Wealth Plan is a mental concept who’s legal and social structure will vary from family to family based on their individual situation. Based on the philosophy of “True Wealth Accumulation” the document should become a dynamic guide to all the family members and the adviser to create the prope...

One of the greatest fears expressed by our clients is losing choice and control of financial assets. Every year when you write a cheque to the government to pay taxes, you give up the very thing you want to preserve, Choice & Control! We do believe in paying our fair share of taxes and playing by the rules…… ...

As we approach the holiday season, many of us think about giving to charities. This year include your entire family in the decision process of which charities to support. Before your family gathering, prepare a list of charities you would consider making contributions to. Present the different options to your family, sharing ...

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DKFS Holdings Pty. Ltd. No225055 is an authorised representative of Dean Kavanagh Advisory Services Pty.Ltd., AFSL No 223140.