Dylan Pargiter-Green-Richmond

Dylan Pargiter-Green

Wealth Adviser Oak Financial Planning

Personal Profile

Tenfold Wealth is a holistic wealth management firm that is people focussed and results driven. We guide people through the financial decisions and ensure that our clients are able to make changes in their lives to acheive things that are truly meaningful to them, their families and their business. We help our clients understand their options and the ways in which they can acheive financial freedom. 

As an Adviser, it is my job to help people through the emotional barriers of their finances to acheive a greater outcome. Each person has individual goals, an aspect of my role that I love. Each new client is a new challenge, a new set of problems to solve to acheive a positive outcome for. I am driven to help my clients acheive more than they beleived was ever possible through strategic planning and sound advice.

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Fresh Profile

  • The services I provide are:

    I provide expertise and advice to my clients in the areas of Investment planning, Superannuation, Personal Insurances, Cashflow and Debt Management, Lifestyle planning and goalsetting, Retirement planning and Estate planning. I work with my clients to create a long term plan with short term acheivable and rewarding goals along the way, helping them engage and feel positive about their financial life. 

  • How I can help Fresh members:

    Working with Business Owners regularly, I see that they often struggle to remove their personal finances from their business, creating problems of financial insecurity later on. Business owners are often the most rewarding clients to work with as they begin to realise the value of their hard work by building personal wealth. For all Fresh members, I urge them to have a financial health conversation with their loved ones, the people they care for most to ensure that they are setting themselves up in the best possible way for the future.

  • The main business categories in my network are:

    Accountants, Mortgage Brokers, Lawyers, Digital Marketers and Tech Specialists.

  • My target market is:

    The people that you care about most, who you know could acheive more by making a small but meaningful change.

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