We help couples in their 20s, 30s, and 40s take control of money today to build the best version of the future, together.

Financial advice meets modern convenience

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Your financial adviser, anywhere in Australia

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Financial advice meets modern convenience 〰️ Your financial adviser, anywhere in Australia 〰️

Doing well, but know you could be doing better?

Life moves fast. Balancing careers, relationships, and the beautiful chaos of parenting leaves little room to focus on your finances.

Right now, money feels like a mental burden—too many options, not enough clarity on what to do next.

It's time to change that.

At Wealth Elements, we help you make clear, confident money decisions that fuel your life today and build the future you imagine.

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    Space

    We help you make space in your busy life for your finances.

  • Up triangle showing the trajectory of your financial life

    Direction

    Know exactly where your money is going and what it’s doing for you.

  • Flag to show the buck stops with us.

    Accountability

    We're a friendly nudge to keep you moving forward no matter how busy life gets.

When you’re informed and in sync, there’s no limit to what you can achieve together.

We get it. Our fast-paced world is noisy. Between endless online advice and well-meaning tips from family and friends, it’s hard to know what really fits your life.

At Wealth Elements, we lift the mental burden of financial doubt and indecision. With practical advice, we help you build stronger money habits, make the most of what you have, and keep moving forward.

We believe in good old-fashioned values: relationships and teamwork. It’s about being on the same page, and working side by side to create the best version of your financial life—now and in the future.

But when it comes to how we work, we’re anything but old-fashioned. By blending smart technology with a personal touch, the Wealth Elements experience is energising and empowering.

  • "My husband and I have been seeing Dean for a number of years and cannot recommend him enough. He has worked hard with us to achieve our goals and dreams, and have really helped our money work for us through the different stages of our life. We don't know where we would be financially without his guidance but we are definitely miles ahead of where we ever could have dreamt of being."

    - Nicola, under 35 years

  • "Dean has been fantastic in reminding us to constantly realign our financial goals to our life goals. His knowledge and contacts has assisted us in sorting out the important things eg. Wills and Enduring power of attorney, and not to make financial/investment plans blindly, but with knowledge and guidance from people in the know. He has always been available when we have needed to make certain decisions and has always made sure we understood our conversations and are in agreement with the plan moving forward. We are very happy to be working alongside Dean."

    - Marlene, 35 - 45 years

  • "I have been working closely with Dean since 2016. He is honest, values his clients input, always understanding to different situations and always follows up when required. He never over promises and he always delivers. I look forward to working many more years with Dean."

    - Alex, under 35 years

  • "Dean provided my wife and I a lifeline with our finances. Deans expertise and experience set us up with a detailed strategy that has taken us from a position of real uncertainty about our financial future to having confidence that we are not only going to be ok, but that we can thrive as a family now and into the future. Dean is methodical and helps us look at our situation logically and without emotion so we can make informed decisions. He has also kept us accountable and focused over the years which has made all the difference. Having Dean as an integral part of our financial life has been the main key to our financial success."

    - Daniel, 46 - 55 years

  • "We were recommend Dean from a friend and have been extremely happy with the results we have seen already. I feel confident going forward we will grow our wealth and give us the financial freedom we desire. Dean will be an important part of that process."

    - Stephen, 35 - 45 years

  • "Dean is very insightful, helping us unpack and stay on track with our financial purpose (goals). He provides clear and easy to understand examples for first time investors and takes care of all the paperwork! Dean is highly responsive and we are enjoying our on going financial relationship with him and the team, we know our financial future is in safe hands.

    - Caron, 35 - 45 years

  • "Dean's has provided us with thorough, expert advice that is tailored perfectly to our needs and situation. Through the process, Dean has explained all aspects of our planning in great detail, and has made us feel confident and in control of our financial future. On top of that, Dean's customer service has been excellent - friendly and timely communication across the entire process."

    Chris, under 35 years

  • "Dean helped me get my head out of the sand and structure my personal finances in a way that made sense, working towards a positive future. His advice made sense, he took time to explain our choices in a thoughtful and appropriate manner. He has given me confidence and clarity when making financial decisions - I could not recommend Dean highly enough."

    - Debbie, 46 - 55 years

  • "Dean has given me advice in areas including managing debt, growing my wealth, short and long term strategy to reach my financial goals, insurance needs, superannuation, and the best share portfolio strategy to make my savings work harder for me. Dean always explains things to me in a very clear way. Through Dean's knowledge and experience, I feel very confident that the advice given is right for my needs. I always receive Dean's full care and attention when I need it."

    - Christina, under 35 years

Financial advice for real life

Practical strategies and systems that make sense for your busy life—and that actually stick.
Our flexible approach means we’re here for all the key financial decisions, ready to help you handle whatever life throws your way.

Late 20s couple happily kayaking on a holiday.

Tackle those first big financial milestones

Your careers are taking off and now this whole adulting thing is getting serious. The big questions are rattling around in your head about kids, pets, property and how your lifestyle will be impacted if and when this big stuff happens.

Mid 30's man holding a baby in winter Tasmania, the sun lighting their backs

Balance raising a family and securing your future

You’re in the thick of it - juggling kids and demanding careers, and trying to balance building the best life for your family with planning for the future. There's money to work with, but no headspace to figure out how to make it count.

Mid 40's couple with kids enjoying a campfire

Make your peak earning years count

You’re in your peak earning years, yet it feels like you’re spinning your wheels financially. The money flows in, but it’s out the door just as fast. Now that the little-kid chaos has settled, you’re wondering, “What’s next?” and unsure if the numbers will work.

We don’t just get you pumped up about what’s possible—we keep you on track to actually make it happen.

Ready to build a future that excites you?

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