Why Dreamwealth?

For the last 15 years, my step-dad, Mum and I have engaged the financial services of Dillon Samaratunga of Dreamwealth. Dillon has consistently provided superlative service (in addition to excellent financial advice), going over-and-above what could be reasonably expected of a financial adviser. When my step-dad moved into full time dementia care, I was living overseas. It was Dillon (not my siblings), who patiently took my (then) 83 year old mother to Centrelink (a number of times), to sort out their financial affairs. After my step-dad’s passing, Dillon liaised (at not extra cost) with our probate solicitors and accountants in the execution of Terry’s will. In doing so, Dillon afforded us both precious peace of mind and time, when it was truly most needed. Earlier this year I had absolutely no hesitation referring a friend to Dillon, particularly for his financial prowess. He saved her $27,000 this year alone! Dillon Samaratunga is a rare jewel in the financial world in that he both “knows his stuff” and shares it in the context of being ethical, personable and compassionate.

We have been clients of Dillon for almost a decade and in hindsight would have benefitted even more if we had met him earlier than that. When we started our financial journey we had little knowledge of the ways to maximise our returns and planning our financial future. Given regular professional guidance and recommendations from Dillon we were able to realise our goal of a comfortable income during and after our transition to retirement. Dillon has always provided sound financial advice and we have no hesitation in recommending him to others

Dillon has worked with us for over 10 years now and we are delighted with the work and attention he has shown us with regard to our security and prosperity in retirement.
We can confidently advise that Dillon has shown the utmost professionalism, knowledgeable expertise and understanding of our requirements. We look forward to continuing our relationship with Dillon into the future.

Both my wife, Karen, and I engaged Dillon Samaratunga to plan our financial future after bouncing between banks that provided little personalized help and even less communication. What sets Dillon apart is his diligence, expertise, and willingness to offer sage advice to assist us navigate the pitfalls of the investment world and offer a clear path to financial stability and a bright future as we prepare our transition to retirement. The thing is, he provides this service in such a personable, communicative manner. Our only regret is that we didn’t come across him sooner. Dillon also provided a mentoring-conciliary role for our children to instil a sound understanding on the importance of financial planning. His different take on life’s challenges certainly influenced their perspective of what’s important. I have no hesitation in recommending Dillon to manage your financial planning. He is a dependable and reliable character – someone you can entrust to manage your life’s assets.

Dillon has continued to be our trusted advisor who has helped us improve both our financial security and our financial understanding. We’ve gone from managing our money on a month-to-month basis into a genuine strategy with a range of savings, investments and assets that we simply could not have achieved on our own. He has helped me set up my own business, buy investment properties and take real control over our savings and financial future.