Grow, protect, and secure your wealth with tailored financial strategies.
Imagine your future
Are you confident your financial plans will deliver the lifestyle you desire? At DP Wealth Advisory, we create personalised investment portfolios designed to align with your unique life goals. Our expert team focuses on safeguarding your wealth and driving steady growth, ensuring you're on track for a prosperous future.
In today’s unpredictable financial landscape, achieving your goals can seem overwhelming. We guide you with expert advice, bespoke strategies, and ongoing support, giving you peace of mind knowing your financial well-being is in capable hands. Our holistic approach balances risk and return, empowering you to make informed decisions with confidence.
Meet our Director, Andrew Wielandt: the ETF Whisperer
Listen to Andrew’s weekly segment on Ausbiz for up-to-date insights into Australian business, markets, the economy, and startups.
Our services:
Tailored financial solutions for every stage of life
➤ Aged care
Make confident, informed decisions about aged care accommodation within 28 days, reducing stress and uncertainty.
➤ Estate planning
Ensure your legacy is protected, with smooth execution of your wishes and financial security for your loved ones.
➤ ETFs
Benefit from low-cost, passive investment strategies with ETFs that balance risk and boost portfolio diversification.
➤ Insurance
Stay financially protected from life's uncertainties with personalised insurance solutions tailored to your unique needs.
➤ Shares and investments
Achieve your financial goals with a diversified, customised portfolio designed to manage risk and grow wealth.
➤ Tax planning
Maximise tax savings and build long-term wealth with optimised strategies developed in collaboration with your accountant.
Insights
Take control of your financial future today. Speak to our team and start your journey towards financial wellness.
Let's chat.
Contact Us
Bespoke Investment Strategies
& Goals Based Advice
DP Wealth Advisory Pty Ltd ABN: 68 107 237 196 is a holder of an AFSL 277493 (effective 23rd September 2004).
Andrew Wielandt, Michael Doherty, Dan Marks, Rod White and Jye Berghofer are all Authorised Representatives of DP Wealth Advisory Pty Ltd (effective 5 October 2021).