Guiding you along the road to business success
At DWL Financial Services, we are a team of financial experts dedicated to helping Australians achieve their financial goals and live their best lives. With over 40 years of experience, we have built a reputation for delivering results-driven financial solutions that align with our clients' values and objectives.
Our Story
Our journey began in 1983 when our founder, David Lee, established DWL Financial Services with a mission to provide personalized financial services to Australians. Over the years, we have grown and evolved, but our commitment to delivering exceptional service and achieving outstanding results for our clients has remained unwavering. Today, we are proud to have a team of experienced financial professionals who share our vision and values.
Our Services
At DWL Financial Services, we offer a range of financial services designed to help our clients achieve financial freedom and security. Our core services include Private Wealth Management and Holistic Financial Planning. Our Private Wealth Management service is tailored to high net worth individuals and families, providing personalized investment strategies and portfolio management solutions. Our Holistic Financial Planning service takes a comprehensive approach to financial planning, considering all aspects of our clients' financial lives to create a tailored plan that aligns with their goals and values.
Our Team
Our team of financial experts is dedicated to providing exceptional service and achieving outstanding results for our clients. Our team includes experienced financial planners, investment managers, and operations executives, all committed to delivering personalized financial solutions that meet our clients' unique needs. Our team's collective expertise and experience enable us to provide comprehensive financial services that cater to our clients' diverse needs and objectives.
Our Values
At DWL Financial Services, we are guided by a set of core values that underpin everything we do. These values include integrity, trust, and partnership. We believe that building strong, long-term relationships with our clients is essential to achieving their financial goals. We are committed to delivering exceptional service, being transparent in our dealings, and always putting our clients' interests first.
Professionalism and Personalized Service
The reviews praise the team at DWL Financial Services for providing exceptional, personalized financial advice and investment solutions. The team's professionalism, experience, and dedication to their clients are highlighted in both reviews.
Consistency and Performance
The reviewers mention the team's ability to deliver consistent performance over the long term, ensuring that clients' finances are well-managed and grow steadily.
Personal Touch
The reviews emphasize the team's caring nature, making clients feel valued and important, regardless of the size of their investment. Alison Pickel, in particular, shares a touching story about her mother's experience with DWL, highlighting the team's commitment to their clients' well-being.
Recommendation
Both reviewers highly recommend DWL Financial Services to anyone seeking excellent financial advisors who will prioritize their clients' needs and make them feel like individuals, not just bank accounts.
