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DP Wealth Advisory

DP Wealth Advisory

4.7(19 reviews)See reviews ↓·Toowoomba

About the company

DP Wealth Advisory was founded in 1987 when John Dornbusch opened a Toowoomba branch of Nevitts Ltd. Dornbusch was a teacher with a passion for investing. Andrew Wielandt joined the firm under Dornbusch's mentorship and became sole Owner and Director in 2019. The firm was originally named Dornbusch Partners when acquired in 2004, and as Dornbusch Partners it was awarded the Toowoomba Chamber of Commerce 'Business of the Year' in 2008. In 2024, the firm relocated to the heritage-listed Toowoomba Foundry. It provides financial planning services including aged care advice, investment management, and strategic advice.

The firm serves clients in Toowoomba and the surrounding region. It has a partnership with the Toowoomba Empire Theatre supporting local philanthropic programs. Andrew Wielandt serves on the board of the Toowoomba Hospital Foundation and was awarded Life Membership. He served a three-year term as President of the Toowoomba Chamber of Commerce starting in 2012. He has been a regular contributor on Ausbiz (formerly Sky News Business) since 2015. He is known as the 'ETF Whisperer' and is a leader in Australian investing and ETFs. The firm has been managing client portfolios for over three years, as noted by a client.

What customers say

Based on genuine customer reviews

A recurring theme in feedback for DP Wealth Advisory is the tailored, plain-speaking guidance clients receive on investment and superannuation matters. Jye Berghofer is named repeatedly for his capacity to translate complicated financial positions into clear, workable strategies, with his honesty and sincerity frequently singled out as reasons clients feel confident in his direction. Customers in several reviews describe the wider team as professional and genuinely committed to their interests, noting that recommendations are shaped around individual goals and circumstances rather than being generic.

More than one review highlights the patience and efficiency shown by Jye and Michael Doherty, particularly when portfolios have been managed over several years. A detail many reviews return to is the firm's readiness to exceed expectations, including close contact as finances and retirement plans evolve. Clients also value the personalised service and the peace of mind that follows from straightforward, appropriate guidance, whether the focus is growing investments, planning for retirement or making superannuation decisions. The consistent thread is dependable, suitable advice delivered with sincerity and a strong commitment to each client's long-term financial wellbeing.

Investment serviceSuperannuation Consultant

Reviews

Reviews are taken from publicly available sources.

AM
Alison Morris1 June 2026

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.

JB
Jane Bruce28 May 2026

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.

JF
Jayden Formosa29 January 2026

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.

KM
Ken McLeod20 July 2025

Jye provides competent and timely advice in a friendly professional manner.

TW
Troy Williams18 July 2025

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.

GW
giles waggett21 October 2024

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.

SL
shezmear luvloc16 April 2024

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.

RankProviderRatingReviewsOpen Sat.
1Gallagher Toowoomba (formerly Fortress Financial Solutions)★ 5,028No
2Serenity Financial Planning★ 5,014No
3CommonCents Financial Planning★ 5,014No
4Aged Care Financial Advisers★ 5,012No
5Chalk Capital Pty Ltd★ 4,930No
10DP Wealth Advisory (this page)★ 4,719No
Contact
+61746902588www.dp.net.auThe Foundry, 259 Ruthven St, Toowoomba City QLD 4350
Working hours
Monday08:00–16:30
Tuesday08:00–16:30
Wednesday08:00–16:30
Thursday08:00–16:30
Friday08:00–16:30
SaturdayClosed
SundayClosed