DTB Wealth is a boutique financial planning business.  Having a select client base gives us time to forge genuine relationships with our clients and provide an exceptionally high level of client service.

We believe that the first step to successful financial planning is getting to know our clients by listening to their life stories. Understanding what’s important to our clients is vital to using our Financial Roadmap™, an ingenious tool which is very similar to the musical score used by a conductor.  It helps you to put into perspective the relationship between your values and goals and your current financial reality in one easy-to-understand, visual document. It’s a powerful process that urges you to consider the strongest reasons why it’s so important for you to achieve your goals. This profound experience will reframe your emotions around money and give you peace of mind that your financial house is in order.

The symphony of success

Recent research by leading international investment companies stresses that clients who work closely with holistic financial advisors experience an annual average of 3% additional value-add compared to those who don’t. This doesn’t just prove the benefits of appropriate asset allocation, rebalancing and tax management. It also shows that ongoing financial coaching can change behaviour and prevent people from making mistakes such as selling at the bottom of the market. 

Just as an orchestra is greater than the sum of its parts, the real value of holistic values-based financial advice is far greater than the number you see on your statements. Proper financial advice reaps intangible rewards by bringing you peace of mind and helping you to achieve financial well-being.


DTB Wealth

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DTB Wealth

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