DP Wealth Advisory - Toowoomba City, Queensland

Address: The Foundry, 259 Ruthven St, Toowoomba City QLD 4350, Australia.
Phone: 746902588.
Website: dp.net.au
Specialties: Financial planner, Investment service, Superannuation consultant.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Restroom.
Opinions: This company has 14 reviews on Google My Business.
Average opinion: 4.7/5.

📌 Location of DP Wealth Advisory

☎️746902588

⏰ Open Hours of DP Wealth Advisory

Monday: 8 am–4:30 pm
Tuesday: 8 am–4:30 pm
Wednesday: 8 am–4:30 pm
Thursday: 8 am–4:30 pm
Friday: 8 am–4:30 pm
Saturday: Closed
Sunday: Closed

DP Wealth Advisory: Expert Financial Guidance in Toowoomba, Australia

Located in the heart of Toowoomba, Australia, DP Wealth Advisory is a reputable financial planning and investment service that offers personalized guidance to individuals and families. With its team of experienced professionals, the company provides a comprehensive approach to financial planning, ensuring that clients' needs are met and their goals are achieved.

Address and Contact Information

Address: The Foundry, 259 Ruthven St, Toowoomba City QLD 4350, Australia

Phone: 746902588

Website: dp.net.au

Specialties and Services

DP Wealth Advisory offers a range of specialties, including:

Financial planning
Investment service
Superannuation consulting

The company's team of experts is dedicated to providing personalized guidance, ensuring that clients' financial goals are achieved and their needs are met.

Accessible Facilities and Services

DP Wealth Advisory is committed to providing an inclusive and accessible environment for all clients. The company's facilities include:

Online appointments
On-site services
Wheelchair-accessible car park
Wheelchair-accessible entrance
Wheelchair-accessible toilet
* Restroom

Average Opinion and Reviews

With over 14 reviews on Google My Business, DP Wealth Advisory has established a strong reputation for excellence. Clients praise the company's expertise, professionalism, and personal service. The average opinion rating is 4.7/5, indicating a high level of satisfaction among clients.

Why Choose DP Wealth Advisory

When seeking a reliable and trustworthy financial planning and investment service, consider DP Wealth Advisory. With its experienced team, comprehensive approach, and accessible facilities, the company is well-equipped to meet the needs of individuals and families in Toowoomba and beyond.

Recommendation

If you're looking for expert financial guidance and personalized service, look no further than DP Wealth Advisory. Visit their website or contact them directly to schedule an appointment and take the first step towards achieving your financial goals.

👍 Reviews of DP Wealth Advisory

DP Wealth Advisory - Toowoomba City, Queensland

giles W.

5/5

Jye was able to clearly understand our needs and translated them into a comprehensive easy-to-understand portfolio.
His honesty and sincerity shone through and instilled a high degree of confidence in his ability to guide us financially.
My wife and I can totally recommend Jye.

shezmear L.

1/5

Started out professional.
Kind of took an hour to cover a 15 minute conversation.
Ended condescending once he figured out we did not really have the required amount of money.
He asked us if we wanted him to sign the notes which my wife asked for.
I said o.k, sign them,which he did not.
I had the very clear feeling he kind of started to play with us at the end for his own sake.
Something I really don't have a lot of time for.

Do better.
Be better.

J V.

5/5

DP Wealth Advisory have been managing my portfolio for over 3 years now. I deal with Michael Doherty and Jye Berghofer and they are always professional, efficient and endlessly patient and helpful.Their guidance gives me great peace of mind. I highly recommend them.

Caroline G.

5/5

I dealt with Jye at DP Wealth who was knowledgeable and professional. I would recommend DP Wealth for your wealth management and protection needs with no hesitation.

James W.

5/5

Jye Berghofer has been great to deal with. Very professional and always will to go the extra mile to make sure he can give the best advice possible.

Brendan M.

5/5

Dornbusch Partners provide and unmatched level of service and advice which is hard to find now days in the world of online trading. No need to go to the big city to get the right advice, get it right here in Toowoomba. Dornbusch keep us up to date with financial new with their weekly Dornbusch UpLoad video blog.

James D.

5/5

Dornbusch Partners is the only Toowoomba-based financial planning firm that I am aware of that holds a license directly with ASIC.

Most financial planners are agents for large national or international companies. They utilise the offerings and research provided by their "parent" companies.

Dornbusch, from what I understand, does all of their own research and advises on a very wide variety of investment opportunities. Because they are not aligned with a particular company, they don't seem to be bound to support particular opportunities.

They seem to be extremely knowledgeable, and always have a detailed yet understandable reasoning as to why a particular opportunity is good or not.

On 20/10/10, Michael Doherty from Dornbusch Partners was quoted on the front page of the Australian Financial Review (AFR) commenting on the QR National float. Being quoted on the front page of the AFR is certainly a major feather in any financial advisors cap!

Damsi S.

5/5

If you are seeking for professional, highly experienced team for financial or investment advice look no further. I highly recommend the services of the DP advisory team