Dylan, (also commonly known as the King of the Case Study and Calculator) is the founder of Bold Wealth, but before that he spent years leading advice teams and building practices from the ground up, leading him to launch Bold Wealth in 2023 to help everyday Aussies build wealth that actually means something.
His favourite topics? Debt recycling, tax-effective structures, superannuation and retirement planning, long-term investing, and legacy planning, basically anything that helps people build wealth without losing the plot along the way. He's big on getting the strategy right early so clients can stop stressing about money and get on with doing what actually makes them happy.