Helping you live your ideal life, for the reasons most important to you

About Deans Wealth Management

At Deans Wealth Management, we believe true financial planning starts with understanding you — what matters most, what you want to achieve, and how you define a life well lived. And it starts with promises to you.

Our Three Core Promises

1. Clarity – We’ll show you exactly where you are now, and where you’re headed, using a lifetime financial plan built around your values.
2. Confidence – You’ll know your financial future is secure, with evidence-based investing and disciplined planning.
3. Freedom – Spend time on what matters most to you, knowing your finances are being looked after.

Part of the Deans Family

To help deliver on our three core promises, we work closely with Deans Accountants to deliver joined-up advice. Together, we ensure your business, tax, and personal finances all work in harmony — saving you time, removing complexity, and helping you make smarter, more confident choices. This partnership allows us to provide a seamless experience for clients who want everything taken care of under one trusted roof.

Our Team

Everything that we’re able to deliver to you, is because of the fantastic team that makes Deans Wealth Management a success. Our team combines decades of experience with genuine care for the people we serve. Our financial planners are proud to be Chartered — the gold standard in financial planning — and committed to continuous learning and improvement through application of the Entrepreneurial Operating System (EOS), their membership of Million Dollar Round Table, and the Personal Finance Society.

Behind every plan we create is a team that listens first, plans with precision, and supports you through every stage of life.

Your Future, Planned with Purpose

Your financial future shouldn’t be left to chance. With Deans Wealth Management, you’ll have a trusted partner who helps you live your ideal life — with a plan that gives you confidence, direction, and freedom.

Start your journey today — book your discovery call and let’s talk about what truly matters to you.