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
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.
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 .
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.
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.
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.
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.
- Adviser status Platinum
- Number of reviews 78
- First year providing advice 2008
- Years of experience 15
- Bachelor of Business (Management)
Wealth ElementsLevel 1, 9 Coventry Rise
Howrah, TAS 7018
- 8:00am – 5:00pm Monday – Friday
Elementsfp Pty Ltd