Shares
& Investments.

Insights and strategies for investing in Australian and global stock markets

Customised investment strategies for wealth building


At DP Wealth, we understand that everyone has unique financial needs, goals, risk tolerance, and investment preferences. We use a wide range of financial tools, products, and industry-leading advice to develop personalised, profitable investment portfolios tailored specifically to you.


Understanding the market cycle


We provide expert guidance to help you make informed investment decisions for long-term success. With our support, you can confidently navigate the market cycle, focusing on your lasting financial goals while minimising risk.

Diversification in financial planning


As experienced financial planners, we prioritise helping you achieve financial success through strategic investment opportunities and a diversified portfolio. Our approach emphasises broad diversification across various asset classes, including both listed and unlisted investments, as well as ETFs. By combining complementary investment strategies, we aim to reduce risk and enhance the stability of your portfolio.


Download our full investment philosophy


Full Service Share Advice


Gain expert assistance with:

• Buying and selling shares

• Investing in bonds

• Managed funds

• Diverse investment options


Looking for an investment portfolio tailored to your needs?

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Frequently Asked Questions

  • I’m interested in investing in shares. What do I need to know?

    When you purchase shares, you become a part-owner of a business. Some of Australia’s largest companies, such as Commonwealth Bank, BHP, and Telstra, are listed on the Australian Stock Exchange (ASX). To buy shares, you’ll need to open a share trading account and work with a broker to purchase the shares. Similarly, to sell shares, you’ll instruct your broker to execute the sale.

  • How should I invest my money?

    Your investment strategy depends on several factors. At DP Wealth, we recommend considering the following when planning your investments:

    • Define your goals – are you saving for retirement, a home, or your children’s education? Clear goals will guide your investment decisions.
    • Assess your risk tolerance – higher potential returns often come with higher risk. Knowing your risk tolerance will shape your investment choices.
    • Diversify your portfolio – a diversified portfolio can help protect you from market volatility.
    • Consider your time horizon – longer time horizons may allow for more aggressive investments, while shorter ones might require more conservative strategies.

  • What should I do in a volatile financial market?

    Navigating volatile markets can be challenging, but with the right strategies, you can protect and even grow your investments. Here’s what to keep in mind:

    • Stay calm – volatility is unsettling, but it’s important to avoid impulsive decisions during market fluctuations.
    • Maintain a long-term perspective – remember that markets go through cycles, and volatility is a normal part of investing.
    • Contact DP Wealth – if you’re unsure about how to handle market volatility, we offer personalised guidance based on your specific financial goals and situation.

Want to know more?

The ASX offers an excellent online course, Getting into the sharemarket, which covers the basics of investing. This 10-module course provides the foundational knowledge you need to start investing with confidence.

Learn More

Wanting support to grow, protect and maintain your wealth?


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