The DWL difference

You are the centre of our business

DWL Financial Services is a boutique financial planning practice based in Sydney's CBD. The company was established as David W. Lee & Associates Pty Ltd in 1983 to provide superior investment advice and financial planning to its clients. In October 2010 we changed our name to DWL Financial Services.

​

Over time we have built a reputation for excellent service and for our innovative strategies. We have a culture of getting to know our clients on a personal level to determine their long-term financial goals and assist them to plan for their present and future financial commitments.

Our Core Values

• Dedication to every client's financial security and success

• Customer satisfaction

• Professional integrity

• Quality financial advice

By always striving to meet these values, our aim is to be Australia's most trusted boutique financial planning practice.