We specialise in providing professional strategic advice to help you improve your current financial position
Importantly, our initial advice isn’t a ‘set and forget’ service. Instead we offer you regular financial mentoring and ongoing guidance – in all aspects of your personal finances – to set you, and keep you, on the path to financial wellbeing.
We offer financial planning and associated services as an authorised representative of GPS Wealth Ltd. This alliance with GPS Wealth ensures we have full access to the research, administration and other services that usually only a major financial institution can afford, while still allowing our practice to provide friendly and personal services to our clients. You can download the GPS Wealth Financial Services Guide here.
Our financial advice philosophy is based on mutual understanding between our clients and us. It is a service model based around you as an individual.
We will take the time to understand you – your situation, your needs and your aspirations. Then we will help you define your financial goals, and your vision of a secure financial future.
At Dynasty Private Wealth, we help you define your vision of a secure financial future for you and your family.