Wondering what getting advice online actually looks like? It’s simpler than most people expect. Here’s the Donmont process, start to finish — the same structured advice you’d get in person, delivered remotely.
Step 1 — A short online form
You start with a quick complimentary review request — just enough for us to understand your situation and what you want to achieve. A few minutes, no cost, no obligation.
Step 2 — A relaxed discovery chat
One of our experts calls you (phone or video) to understand your goals, your super, your family and your timeline. This is a conversation, not a sales pitch — the better we understand you, the better the advice.
Step 3 — We do the analysis
Behind the scenes, we dig into your fees, investment options, insurance and contribution headroom, and model your retirement position. This is the detailed work that’s almost impossible to do properly on your own.
Step 4 — Your plan, explained
We walk you through a clear, plain-English plan over video — what’s working, what isn’t, and the specific moves that will make the biggest difference. You ask questions in real time and leave knowing exactly where you stand.
Step 5 — Implementation and ongoing support
If you choose to proceed, we handle the paperwork with secure digital document sharing and signing, and stay with you over time — reviewing and adjusting as your life and the rules change.
Ready to see it for yourself?
The best way to understand the process is to experience it. Start with a complimentary super review — step one takes about two minutes.
Frequently asked questions
How does online financial advice work?
It follows the same structured process as in-person advice: a short online form, a discovery chat by phone or video, detailed analysis of your situation, a plain-English plan explained over video, then implementation with secure digital paperwork and ongoing support.
How long does it take to get advice online?
The initial review request takes a couple of minutes, followed by a discovery call. The full advice process depends on complexity, but online delivery removes the delays of travel and posting documents.
Is there any cost or obligation to start?
No. A complimentary super review is free and carries no obligation - it's simply the easiest way to see where your super stands and how the process works.
Not sure which fund is right for you?
Get a complimentary, no-obligation review of your fees, performance and insurance from a licensed Donmont adviser.
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