Dynasty Wealth Advisers

Dynasty Wealth Advisers We are financial planners that specialise in investing in shares and ETFs. We also advise on managed funds and superannuation.

We offer highly personalised investment and financial advice. We provide unique solutions to suit our clients' diverse goals.

05/05/2025

Hi! I have closed this business. If you would like to contact me, please email me [email protected]

Send a message to learn more

I graduated on Monday - Graduate Certificate in Financial Planning - with Distinction. I'm so happy that its completed.
30/10/2024

I graduated on Monday - Graduate Certificate in Financial Planning - with Distinction. I'm so happy that its completed.

24/07/2023

Hi Everyone. I have returned to work 2 days per week with KPF Financial Services. My telephone numbers remain the same but my email address is [email protected]

Gail

17/05/2023

Hi Everyone! Due to my health issues over the last 9 months, I have decided to close Dynasty Wealth Advisers. You can follow me on Gail Gadd Financial Planner.

Commercial property valuations are weakening and this is likely to impact most superannuation funds. Many will hold unli...
29/03/2023

Commercial property valuations are weakening and this is likely to impact most superannuation funds. Many will hold unlisted property and any property sales now could result in significantly lower valuations. This article provides further information.

Analysts are forecasting commercial real estate values in Australia could fall by 20 per cent. We explain what is happening in the market, and what the repercussions could be for everyday investors, and super savers.

Shareholders of Insurance Australia Group (IAG) should be aware that Berkshire Hathaway could be sellers...
12/01/2023

Shareholders of Insurance Australia Group (IAG) should be aware that Berkshire Hathaway could be sellers...

The Oracle of Omaha has renewed one insurance deal with IAG, but also is now free to sell off its $465m stake, which is underwater currently.

30/11/2022

Australia’s consumer powerhouse, the state of NSW, is struggling. At the same time, the rules of buying goods in China are changing rapidly and require different skills.

Bunnings was a concern for me and part of the reason that I viewed Wesfamers (WES) as a sell earlier in the year.
30/11/2022

Bunnings was a concern for me and part of the reason that I viewed Wesfamers (WES) as a sell earlier in the year.

Australia’s consumer powerhouse, the state of NSW, is struggling. At the same time, the rules of buying goods in China are changing rapidly and require different skills.

23/09/2022

As interest rates creep north, advisers extoll the virtue of investing away from the family home and into a diversified suite of assets.

Property prices tend to be hit harder than financial assets as rates rise according to Scott Keeley of Wakefield partner...
23/09/2022

Property prices tend to be hit harder than financial assets as rates rise according to Scott Keeley of Wakefield partners:

As interest rates creep north, advisers extoll the virtue of investing away from the family home and into a diversified suite of assets.

Address

6A KALUMNA Close
Cherrybrook, NSW

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9:30am - 5pm

Telephone

+61299801559

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