DP Wealth Advisory
About the company
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
My husband and I highly recommend DP Wealth Advisory. Jye (& Olivia) are professional, committed to our best financial interests and genuinely honest. We greatly appreciate that Jye's advice to us is always completely appropriate to our goals and financial position. His comprehensive financial knowledge and insights have guided us to the most effective way forward at every stage of our changing situation. We highly recommend Jye to all.
Jye and the team at DP Wealth have been nothing short of fantastic. From our very first zoom meeting several years ago before my husband and I engaged DP Wealth to handle our affairs, they have been on top of every opportunity available to us. Our retirement has been significantly improved by everything Jye has suggested. Highly recommend.
Jye has been outstanding to work with. His professionalism, honesty, and attention to detail really set him apart. He took the time to explain all options clearly and made sure everything was tailored to my situation. I genuinely appreciate the support and advice he’s provided and wouldn’t hesitate to recommend him to anyone.
Jye provides competent and timely advice in a friendly professional manner.
The help that my wife and I have received from Jye has been outstanding. We have been impressed with Jye’s knowledge and how he takes an interest in us; as people with hopes, wants, and needs. Of our friends and work colleagues who are now looked after by Jye, they have thanked us for the recommendation, as they have been impressed as well.
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.
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.
Financial advisers & planners in Toowoomba compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Toowoomba are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Gallagher Toowoomba (formerly Fortress Financial Solutions) | ★ 5,0 | 28 | No |
| 2 | Serenity Financial Planning | ★ 5,0 | 14 | No |
| 3 | CommonCents Financial Planning | ★ 5,0 | 14 | No |
| 4 | Aged Care Financial Advisers | ★ 5,0 | 12 | No |
| 5 | Chalk Capital Pty Ltd | ★ 4,9 | 30 | No |
| 10 | DP Wealth Advisory (this page) | ★ 4,7 | 19 | No |
