Dean Van Zyl

Wealth Elements

Platinum
14 Yrs Experience
Milton, QLD 4064
I have over 10 years’ experience in strategic financial planning and personal wealth management. I established Wealth Elements in 2012 with the vision to develop a personal advisory practice that strives to provide high quality, objective financial advice that has a lifetime of value to more families around Australia. I am passionate about seeing families and individuals achieve measurable progress towards their financial objectives. I help clients to: - make deliberate, confident decisions and take ‘action’ - gain exposure to ‘appropriate’ investment returns over time - have piece of mind and certainty for the future - mitigate the risks of financial loss and unplanned events - exercise stewardship over their financial affairs

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

We have fixed upfront and ongoing fee structures based on your unique stage of life as you build wealth. Ask us about our tailored plans whether you wish to generate wealth or optimise it to self-fund and enjoy your desired lifestyle.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 78
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Bachelor of Business (Management)
  • Language spoken
    • English

Wealth Elements

Building 2, Level 2, Suite 202, 50 McDougall St
Milton, QLD 4064

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Elementsfp Pty Ltd

AFSL 460778

4.85
78 Reviews
5
4
3
2
1
4.85
Clear communication
4.85
Knowledge & expertise
4.85
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 78

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3.75

"Dean has advised me in many areas including managing my super funds, investments , retirement management. Dean is able to explain different strategies to me in a clear and straight forward manner. I feel confident in his experience and knowledge when advice has been given . Dean is only a phone call away ."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been working closely with Dean since 2016. He is honest, values his clients input, always understanding to different situations and always follows up when required. He never over promises and he always delivers. I look forward to working many more years with Dean."

  • Superannuation
  • Insurance Protection
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Dean has always been very helpful and thorough when explaining investment strategies. I’m confident in his ability to manage our investment portfolio and would happily recommend his services."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dean has been fantastic in reminding us to constantly realign our financial goals to our life goals. His knowledge and contacts has assisted us in sorting out the important things eg. Wills and Enduring power of attorney, and not to make financial/investment plans blindly, but with knowledge and guidance from people in the know. He has always been available when we have needed to make certain decisions and has always made sure we understood our conversations and are in agreement with the plan moving forward. We are very happy to be working alongside Dean."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Dean took a lot of time to understand the current financial and personal position of my husband and I to tailor a solution to help us achieve what we need and want for pre and post- retirement. His approach is very thorough and he takes the time to make sure you have a good understanding of the proposed plan and is happy to answer any questions. We are still in early days but I look forward to working with Dean in the coming years."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dean provided my wife and I a lifeline with our finances. Deans expertise and experience set us up with a detailed strategy that has taken us from a position of real uncertainty about our financial future to having confidence that we are not only going to be ok, but that we can thrive as a family now and into the future. Dean is methodical and helps us look at our situation logically and without emotion so we can make informed decisions. He has also kept us accountable and focused over the years which has made all the difference. Having Dean as an integral part of our financial life has been the main key to our financial success."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dean was extremely professional and knowledgeable in all of our meetings and sessions. He listened to us and created a plan that was tailored to our financial and life goals."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We were recommend Dean from a friend and have been extremely happy with the results we have seen already. I feel confident going forward we will grow our wealth and give us the financial freedom we desire. Dean will be an important part of that process."

  • Superannuation
  • Insurance Protection
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dean has been a great help in planning for our family's financial future. We sought help in reviewing our current situation and putting in place a plan that would meet our needs in coming years. We were impressed with the level of detail and care taken to customise our plan to ensure that my wife and I had the best chance of success in the future. Very grateful for the friendly and professional insights offered to us by Dean."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dean is very insightful, helping us unpack and stay on track with our financial purpose (goals). He provides clear and easy to understand examples for first time investors and takes care of all the paperwork! Dean is highly responsive and we are enjoying our on going financial relationship with him and the team, we know our financial future is in safe hands."

  • Superannuation
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 78

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Financial Hardship
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Self-Managed Superannuation Fund Adviser

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Bachelor of Business (Management)

Level
7 - Bachelor Degree
Institution
Queensland University of Technology (QUT)
Completed
2006

Gearing and Margin Lending

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Mentor Education (prev PS146 Training Australia)
Completed
2008

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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