High touch, high care financial advice focused on people, not products.
Why we do what we do
Let's not beat around the bush - relationships take work. But when couples are aligned and moving in the same direction, amazing things happen.
We've seen it time and time again: when partners tackle their finances together, they don't just build wealth - they strengthen their relationship.
We're driven by helping couples do life together, including their finances. Through clear communication and proven strategies, we help couples buy into their goals together and create a future they're both excited about.
It's never about who's earning more or who's taking care of the kids - you're both working hard and committed to the vision. What matters is seeing that future together and working as a team to get there.
We partner with you to build the best version of your finances, so you can experience pinch yourself moments in whatever your vision for the future looks like.
IN SYNC TO CREATE PINCH YOURSELF MOMENTS…
Meet Dean
Director and Adviser
ADFS(FP), DFS(FP), BBus(Mgt), JP(Qual)
Over the years, I've seen how money can strengthen or strain relationships. I created Wealth Elements to turn those challenging money conversations into a foundation for couples and families to achieve more together.
Meet Pearl
Financial Planning Assistant
Bachelor Management Accounting
I know just how stressful and time-consuming financial admin can be and our aim is to take that burden off our clients shoulders.
What to expect from Wealth Elements
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Pure Objectivity
We're self-licensed and not part of a big corporation, which means every recommendation we make is chosen specifically for you, backed by thorough research and free from external influence.
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Total Transparency
No hidden fees, no surprise costs. Just straightforward fees, quoted upfront aligned with the value we deliver.
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No Sugar Coating
We encourage you to dream big, while keeping it real about what it takes to get there. Expect honest conversations.
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Life-Friendly Advice
Financial strategies that fit naturally into your busy life, not the other way around. We create systems that work with your routine, not against it.
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We're In This Together
Think of us as your financial co-pilot – we'll guide you and keep you accountable, while you bring the commitment and follow-through that turns plans into reality.
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Real-Time Clarity
Know where you stand financially at all times and watch your progress unfold with modern tools that put insights at your fingertips.
Giving Back
Every 15 seconds, a child dies from water-related diseases. This stark reality inspired Water For Africa's founder Phil Hepworth to take action, and it inspires us to do our part.
In 2024, Wealth Elements partnered with Water for Africa to fund a water well and we're committed to fund a water well every year.
Each well serves thousands of mothers and children, providing clean, safe water for generations to come. It's a tangible way to create lasting positive change.
When you work with Wealth Elements, you're not just building your own future—you're helping provide one of life's most basic necessities to communities in need.
