Dynasty Wealth Advisers

Dynasty Wealth Advisers

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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

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.

Why super savers should be worried about commercial real estate 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.

Why super savers should be worried about commercial real estate 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.

Warren Buffett’s shareholding in IAG unshackled 12/01/2023

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

Warren Buffett’s shareholding in IAG unshackled 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.

Why Bunnings’ overstocking woes are a big economic red flag 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.

Why Bunnings’ overstocking woes are a big economic red flag 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.

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Location

Telephone

Address


6A KALUMNA Close
Cherrybrook, NSW

Opening Hours

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