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