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Dean Van Zyl

 Dean Van Zyl

Share profile:
17 Station Road Level 1, Unit 4
Indooroopilly
QLD
4068
AU

Overview CONTACT THE ADVISER

Dean Van Zyl Dean Van Zyl

total Reviews

63

Experience

11yrs

Status

Platinum

Overall Adviser Rating

100

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

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

 

Company:

Elementsfp Pty Ltd
Elementsfp Pty Ltd

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

ELEMENTSFP PTY LTD
ELEMENTSFP PTY LTD
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Household BudgetingHousehold Budgeting
Self Managed Super FundsSelf Managed Super Funds
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
My fees
  • Free Initial Consultation
  • Personal Advice starting from $1490
  • Ongoing Advice starting from $120

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.

Link to my full pricing can be found in my Financial Services Guide

Latest Customer Reviews (3 of 63 total)See all

"Dean has given financial advice to my daughter & son-in-law, and that is how I first met him. I knew from our very first meeting that he was someone I could trust with advice to me, by getting my retirement funds ready through my Superannuation. I have about 3 yrs of working life left, and we made a plan that would give me the very most during this time. We have been working with this plan for 6 mo now, and we are very pleased with how it is tracking. Anytime I have a question about any aspect of my finances, Dean is as close as the phone, taking my call, or calling me straight back with the answer I am needing. "

Lea, 65+ 25 Jun 2019

"As someone who sought advice with very limited prior knowledge of investing, I found Dean to be extremely easy to talk to. Dean took the time to get to know mine and my partner's financial situation and spoke to us in easy to understand language. I feel confident with the strategies Dean has helped us put in place so that we can achieve our goals. "

Jess, Under 35 19 May 2019

"Dean delivers balanced quality advice that is relevant in my "best interests" as a client. Communication with Dean enables me to convey my financial goals and objectives to be achieved in the future."

Andre , 65+ 19 Feb 2018

History & Qualifications CONTACT THE ADVISER

My qualifications

Gearing & Margin Lending (2011)

Self-Managed Superannuation (2010)

Diploma of Financial Services (Financial Planning) (2008)

My membership
Awards
  • No award found
Years of experience
  • 11 years total experience

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Level 1, Unit 4
17 Station Road, Indooroopilly
QLD 4068 Australia

Office hours

Monday:   8AM to 4PM
Tuesday:   8AM to 4PM
Wednesday:   8AM to 4PM
Thursday:   8AM to 4PM
Friday:   8AM to 4PM
Saturday:   9AM to 12PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 96% Average Reviews
  • 63 Total Reviews
Lea, 65+25 Jun 2019
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Dean has given financial advice to my daughter & son-in-law, and that is how I first met him. I knew from our very first meeting that he was someone I could trust with advice to me, by getting my retirement funds ready through my Superannuation. I have about 3 yrs of working life left, and we made a plan that would give me the very most during this time. We have been working with this plan for 6 mo now, and we are very pleased with how it is tracking. Anytime I have a question about any aspect of my finances, Dean is as close as the phone, taking my call, or calling me straight back with the answer I am needing. "

Jess, Under 3519 May 2019
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"As someone who sought advice with very limited prior knowledge of investing, I found Dean to be extremely easy to talk to. Dean took the time to get to know mine and my partner's financial situation and spoke to us in easy to understand language. I feel confident with the strategies Dean has helped us put in place so that we can achieve our goals. "

Andre , 65+19 Feb 2018
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
100%

"Dean delivers balanced quality advice that is relevant in my "best interests" as a client. Communication with Dean enables me to convey my financial goals and objectives to be achieved in the future."

Richard, 56-6531 Jan 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Dean has a level headed and disciplined approach to financial advising. He's a good listener, methodical and takes time to make sure the client understands what is being proposed. Dean created a level of calm and clarity which was different to the approach we'd experienced with other older financial advisors. His maturity and understanding of clients extends beyond his age."

Richard, 35-4525 Jan 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Dean really took the time to thoroughly understand my situation. His advice was well researched, relevant and tailored to my situation. I have a lot of confidence moving forward with Dean as my adviser. "

Josie, Under 3507 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Meeting with Dean helped me to clarify my goals, understand my finances, and start to plan for the future better. As someone with not much knowledge in the area, I really valued the way Dean always took extra time to explain things clearly and to answer questions."

Rachel , Under 3519 Jul 2017
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Dean is friendly and approachable. I have very little knowledge about financial management and feel that I can ask Dean anything and everything. A great advisor for young people starting out like my husband and I! Thank-you Dean. "

Daniel, Under 3519 Jul 2017
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"We've been working with Dean for over 5 years now and in that time have found his commitment to help us build our financial security for the future has been second to none. His passion for the industry is obvious & we've always found his integrity both professional and personally to be outstanding. We would highly recommend Dean"

Marcus, Under 3507 Jul 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Dean Van Zyl is an extremely knowledgeable and trust worthy adviser. Dean's commitment to the Financial Planning Industry and professionalism was clear from our very first interaction. Dean was able to review my personal circumstances and put forward a value adding and suitable solution for me. I would highly recommend Dean to anyone looking for an independent and reliable adviser. "

Scott, 35-4526 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have been very happy with the service provided by Dean and the team at wealth Elements. They introduced us to strategies that we had not been exposed to previously. We are confident our financial future is well mapped out to suit our lifestyle."

Elliot, Under 3526 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Dean is professional and knowledgeable. I am a young professional with limited financial experience. Dean has given me great optimism and assistance with investing my money at the start of my career."

Peter, 65+23 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Totally at ease with Dean and his advice. Cannot speak more highly of him and his approach to assisting us in our retirement."

Brian and Ilse, 56-6522 Jan 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Since engaging Dean to advise and manage our investments and retirement planning, we feel very confident that we will be able to achieve our objectives. Dean is a trustworthy and competent financial planner. Brian and Ilse"

Kathryn , Under 3521 Jan 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"My husband and I couldn't be happier with the support and dedication we have received from Dean. He has always had us in his best interest and has done everything he could to support us and help us establish financial security for now and in the future. "

Rebecca, 35-4520 Jan 2017
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"I have just embarked on my financial journey with Dean, but through our meetings I feel confident that I am heading in the right direction. We discussed comprehensively my current position and where I want to be in the future. Once the plan was prepared Dean took great care in explaining every aspect so that I understood what I needed to do to achieve my goals and how Wealth Elements was going to help me get there. I highly recommend Dean's services."

Mathew, Under 3519 Jan 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Dean is attentive to our needs and always willing to go the extra mile to ensure we are happy with the direction our finances are going. "

Pete, 56-6518 Jan 2017
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I find Dean very helpful. He knows his industry very well. Fantastic follow up and he gets thing done on time as promised."

Jacques, Under 3518 Jan 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Dean's advice has helped me focus on my finances and I have seen a great improvement in how I save and spend money, I never worry about bills and how much money I able to spend on myself, thanks Dean!"

Alan, 35-4528 Sep 2016
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
100%

"We have been working with Dean for over three years now and we arrived at our planned destination which was a house purchase exactly in the time frame which was planned for us. Dean has shown us that you can reach your goals with the correct advice. We look forward to a continued working relationship with Dean and Wealth Elements."

Caren, Under 3526 Sep 2016
Expand
Overall customer rating
88%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
75%

"Dean takes time to explain things and then explain them again: empowering clients to understand and not just blindly follow advice. Every discussion has been professional and informative; I feel confident and secure in my financial plans thanks to Dean."

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Vouch for & Skills Ranking CONTACT THE ADVISER

1

Number of advisers who vouch for the integrity of this adviser

1

SYNCHRONISED BUSINESS SERVICES PTY LTD

Top 5 Skills (as rated by customers)


#1
Insurance Protection
STRENGTH
50
Customers

#2
Savings Investment
STRENGTH
48
Customers

#3
Building Super
STRENGTH
44
Customers

#4
Household Budgeting
STRENGTH
34
Customers

#5
Preparing For Retirement
STRENGTH
21
Customers

x

Overall rating

100%

Dean Van Zyl

Company: Elementsfp Pty Ltd

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Dean Van Zyl is a member of and in what capacity, the licensee or company of Dean Van Zyl and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Dean Van Zyl (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 75%

Quality of Advice: 0%

Customer Satisfaction: 0%