DPR Wealth provide proactive and personal financial, taxation, accounting and commercial advice for high performing businesses and their owners. Our client mandate for the provision of advisory services is focussed on “the now and the future” rather than the traditional “set and forget” model.
At DPR Wealth we will challenge your thinking, drive business performance to deliver your personal financial and lifestyle goals, and continue to think outside the box when developing financial, taxation and business solutions. We motivate and guide clients to achieve what is important to them and to live the life of their dreams. We do this through goal setting, strategy development, action plans and regular reviews.
Our investment process includes questioning clients about socially responsible or ethical investing. We make sure we really get to know a client so that if they want to invest in alignment with their values, we can help find the best solution for them.