Steve Wang

Chad, 35 - 45 years, Downer, ACT

"Steve is a great financial adviser who has helped our family navigate many major financial decisions in recent years, including diversifying our share portfolio, property sales and purchase, and long term retirement planning. Steve offers advice without being pushy on particular options. He understands economic conditions and markets very well, and translates the opportunities and risks in an easy to understand way for everyday investors. Steve has a wealth or experience working with larger firms in the financial industry, but as an independent adviser, he really shines with a strong emphasis on personalised service. He understands our personal circumstances and his advice has always helped us progress towards our longer term goals. We'd recommend Steve to anyone looking for a trusted and capable financial adviser."

• Superannuation
• Insurance Protection
• Shares & Investments
• Property Investment
• Cashflow & Income
• Growing Assets

Ange, 65+ years, Griffith, ACT

"Steve's experience in the banking and investment sectors was quite extensive and assuring. As an older client my questions and needs to him were understood. He was very patient as he had to re explain some questions. His knowledge regarding superannuation was up to date and reassuring. Am looking forward to his continued advice as things may or may not change. I would recommend Steve with confidence.

Ange"

• Superannuation
• Retirement & Pension

Tony, 65+ years, Forrest, ACT

"Steve Wang and his team at DW Private Wealth have been serving us very well since we were first introduced to them through AustralianSuper over 12 months ago. Steve quickly familiarised himself with our personal circumstances and tailored his advice to best meet our needs. That advice has been put into practice and documented very comprehensively. Steve is very well informed and explains things simply and concisely. He is attentive and patient and very generous with his time. We think DW Private Wealth actually fulfil all the objectives set out in their mission statement. We are very pleased with what Steve has done for us and look forward to our continuing relationship. We are happy to recommend his services highly to any potential clients."

• Superannuation
• Retirement & Pension
• Shares & Investments
• Property Investment
• Growing Assets
• Wills & Estates

Judy, 56 - 65 years, Chisholm, ACT

"Steve is always helpful & knows about the market & what is happening globally and the trends that may affect our superannuation investments. He provides plenty of information & sorted out my retirement & pension to my satisfaction."

• Superannuation
• Insurance Protection
• Retirement & Pension

Géraldine, 65+ years, Wingello, NSW

"Steve has given me good advice on investing the money I had in the bank, I was unsecured as I had never invested before, the bank was not owning me any money, in fact it was going down and down. Steve explain to me in a very clear way and a language I can understand what would be the best for me, I often would ring and asked questions, he always courteously and clearly put my mind at rest. I am happy with the care I have been given"

Ian, 56 - 65 years, Bundanoon, NSW

"Steve has been my trusted financial adviser for many years now. His advice in relation to my personal superannuation, insurance and investments has always been very sound and well structured. Steve is very conscious of the ever changing financial environment and keeps me well informed. His genuine concern and clearly explained strategies have provided me with a high level of financial confidence as I enter my retirement years. I highly value Steve's experience, knowledge, honesty and empathetic personal style. I have no hesitation in recommending recommended Steve's services to friends and family members."

• Superannuation
• Insurance Protection
• Retirement & Pension
• Cashflow & Income
• Complex Investments
• Borrowing
• Tax Strategies
• Growing Assets
• Budgeting

Erich, 56 - 65 years, Belconnen, ACT

"My wife and I have found Steve invaluable. We were in need of risk protection and some general advice with regards to our superannuation position. We found Steve very knowledgeable and personable and a pleasure to deal with. His solutions were tailored to our individual requirements made possible by his thorough analysis of our position and in listening to our concerns and aspirations. Thank you Steve!"

• Superannuation
• Insurance Protection

Gabrielle, 65+ years, Kaleen, ACT

"My first meeting with Steve was an eye-opener. My friend who recommended Steve to me was correct, Steve knew what questions to ask as I really had no idea. He then directed me along a pathway, but kept checking that I understand what he was suggesting and why. I have been delighted with Steve's manner and approach to teaching me about finance. He has been positive and encouraging. I am learning more on each visit. I do enjoy talking with Steve at each session. I am no longer frightened that I will have no money to furnish my old age. Steve has explained to me how my money is working for me and I do not have to worry about my old age. Gabrielle Jarvis"

• Cashflow & Income
• Complex Investments
• Growing Assets
• Budgeting

Rita, 65+ years, Charnwood, ACT

"Steve has provided us with excellent advice and service for the last 8 years. Our portfolios have given excellent returns. Steve has given us good information on all our holdings and ensured that we were cognisant with the changes to Centrelink pensions. We have no hesitation in recommending him as a thorough and well informed advisor. It is good to have a financial planner who keeps an eye on all our needs and requirements, and who we don't have to constantly contact to get information and an update. We have referred many friends and acquaintances to Steve. He has also improved our daughter's financial situation with better advice and investments."

• Government Assistance
• Superannuation
• Retirement & Pension
• Aged Care
• Cashflow & Income
• Complex Investments
• Tax Strategies