Who we are

Passionate team with extensive industry experience

DW Private Wealth is a boutique financial advisory firm, first established in 2014.

Over the years, we have established ourselves as a respected holistic financial advisory firm in Canberra. 

We work with clients across the region and interstate in QLD, NSW and VIC to provide confidential and personalised financial advice and services. 

We know that no one size fits all when it comes to investing, retirement planning or insurance, which is why we love to listen. We want to know your aspirations and what drives you, so we can develop practical solutions that help you realise your personal financial goals and achieve your own financial freedom.

DW Private Wealth also has long-standing relationships with respected professionals across accounting, mortgage broking, property and Legal. This ensures we provide a holistic service that equips you with everything you need to make informed decisions about your money. 

Our partners

While we have no financially-motivated affiliations, we will always recommend people we know are experts in their field to support you in your financial journey…

Mortgage Broking

Erich Gruener

Susan Tan

Accounting

Kaci Maroc Accounting

Andrew Maroc

Salim Kaci

Property

Legal

“I first met Steve when he became my financial adviser while he worked for my financial institution. Much to my disappointment he eventually left for bigger and better things. Having experienced his great service, I no longer found dealing with other advisers satisfactory. Since bumping into him and finding out he had his own setup, I was happy to jump on board. I have always found Steve to be very passionate about the ins and outs of the financial world, which has been displayed in the quality of work he’s produced for me. My finances reflected the outcome I needed and I recommend his services to anyone who is looking for professional guidance in their finances.”

—
Lucia - Financial Planning
Florey, ACT