Our approach

Listen. Explore. Implement.

Building wealth is like building your own business – it has its ups and downs, but can also be incredibly exciting and rewarding.

Our approach at DW Private Wealth is founded on our values of trust, honesty and commitment to clients.

Over the years we have developed a solid investment and advice approach to assist our clients, creating long-lasting relationships which in some cases, throughout multi-generations.

Listen

Share your story, including your financial challenges and goals.

Explore

Discuss options and decide on the right approach to suit you.

Implement

Plant the seeds and watch it grow.

Monitor

If things change, we’ll alert you so we can change course if needed.

“My first meeting with Steve was an eye-opener. My friend who recommended Steve to me was correct, Steve knew what questions to ask as I really had no idea. He then directed me along a pathway, but kept checking that I understand what he was suggesting and why. I have been delighted with Steve's manner and approach to teaching me about finance. He has been positive and encouraging. I am learning more on each visit. I do enjoy talking with Steve at each session. I am no longer frightened that I will have no money to furnish my old age. Steve has explained to me how my money is working for me and I do not have to worry about my old age."