Dj Van Dyk

Olive Tree Wealth

Silver
8 Yrs Experience
Narre Warren, VIC 3805

My name is Dawid (pronounced David), but I am more commonly known as DJ/ Deej.

My approach to advice is to add value however I can, to ensure that you feel valued and cared for. I do this by providing comprehensive goals-based advice, meeting your best interests.

With a Bachelor of Commerce in Economics and Finance from South Africa, I relocated to Australia with my family in 2017. Starting out writing advice for financial advisers, I soon discovered my passion for working directly with clients. Committed to delivering value at every stage of the journey, I take pride in crafting personalised strategies that align with each client’s unique needs and aspirations. My goal is to provide clear, actionable advice that empowers you as my client to build lasting financial success.

At Olive Tree Wealth, we are dedicated to building client confidence in the financial planning industry by prioritising transparency, integrity, and truly client-focused advice.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Get in touch

At Olive Tree Wealth we pride ourselves on providing high-quality advice that helps our clients achieve their goals and is clearly in their best interests. We quote our fees for personal financial advice and there are no surprises. Any advice fees quoted reflect the level of complexity of the advice, the time required to prepare and implement the strategy as well as the value it provides to our clients.

Almost all of our clients elect to participate in our Ongoing Service Program, and we have fixed-fee packages designed to provide ongoing value with peace-of-mind that you won't be paying more fees simply because your wealth has grown. We believe in charging for the advice and service provided, regardless of whether you have $100,000 or $1,000,000.

We can also charge at our hourly rate for advice and service, if clients wish to use this method instead.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 2018
  • Years of experience 8
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Olive Tree Wealth

Suite 472, Level 2, 66 Victor Cres
Narre Warren, VIC 3805

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Vinarc Pty Ltd

AFSL 484222