CLIENT STORIES
Nicholas Bailey
Melbourne
Our experience working with the ultra-efficient and knowledgeable Dreamwealth team has been amazing. From day one, Dillon seeks to understand your goals and plans moving forward. Then the entire team get to work on setting you up for financial freedom & security. Highly recommend!
Matt Iovenitti
Melbourne
We have been dealing with Dillon and the team at Dreamwealth for a few years now which has yielded great results. Would highly recommend.
Nilanka Baranage
Melbourne
I have always been extremely pleased with the professional service and guidance provided by Dillon and the team. His advice has been clear, well-informed, and tailored to my specific financial goals. I highly value his support over the last 5years and would not hesitate to recommend him to others.
Rebecca McParland
Melbourne
The Dreamwealth Financial stategists team provide a first-class service. Advice, and planning is tailored to your life goals and needs and takes a holistic lens. We are extremely happy with Dreamwealth, and the leadership and expertise Dillon provides. Dillon and his team are flexible, responsive and will help guide you to achieve whatever goals are right for you. The team are focused on customer experience and are very trustworthy to help with navigating the right financial strategy that is practical and fit-for purpose based on where you are in your life. Highly recommended.
Justina Taiwo
Melbourne
Dillon and his amazing team have been great. Prompt action always. They have taken the experience with a financial adviser to the next level. Dillon also have other people in different areas, that he works with that have made our experience and journey a smooth one. Well done guys and Thank you.
Hung Dang
Melbourne
Dillon has been looking after us for over 8 years and have guided us financially to achieving our goals. He is very knowledgeable and very well connected with a consultative approach. Highly recommended
Rose Anna Jan-Gee Louey
Melbourne
Brilliant advice and assistance- quick and efficient communication; would highly reccomend their services
Rajendra Joshi
Melbourne
Can't praise the team high enough. Special shout out to William who has been patient from day one and always endeavors to achieve best outcome for the client. Always available for a chat! Five star!
Arthur Bouronikos
Melbourne
William was amazing to work with! He made the whole mortgage process simple and stress‑free, and he really delivered for me. Great communication, great advice, and a great result. I’d happily recommend him to anyone looking for a mortgage broker.
Greg Roberts
Melbourne
Dillon is a highly qualified and very knowledgable financial advisor who presents multiple options and recommendations for clients to consider without ever pressuring to go down any particular path. He is very friendly, approachable and able to explain things in common language. He certainly goes out of his way to keep in contact with his clients and responds promptly to questions as often as they require. I thoroughly recommend that anyone needing any level of financial advice no matter what their situation listen to what he has to offer in helping them define and realise their goals
Lesley Winslett
Melbourne
Dillon has worked with us for many years now and we appreciate his professionalism guiding us to our retirement and through our adjustment to retired life. He is knowledgeable, experienced and understands our requirements and is very easy to communicate with ensuring we have a thorough understanding of the program he has set up for us. We look forward to continuing our relationship with Dillon into the future. Lesley and Richard Winslett
Linda
Melbourne
Outstanding professionalism and service! I highly recommend the Dreamwealth team to assist you in all financial matters. They have your best interests at heart and help navigate what can be a very convoluted situation with personal finance, if you don't have a strong financial knowledge or background. I feel very supported by the team at Dreamwealth.
Liu Yeo
Melbourne
The Dreamwealth team are knowledgeable, resourceful and extremely helpful in providing financial advice to us on financial strategies to achieve our retirement goals and spending. This also helps us greatly in understanding many aspects of finance, superannuation and investing rules and regulations.
The real Problem is…
Most advisers only handle one thing, financial planning or mortgages or super. You get three different conversations and none of them talk to each other. That's where the money gets lost.
Who we help
DreamWealth works best with people who have done well and know they could be doing better.
HOW IT WORKS
FAQs
What does it cost?
The initial 30-minute strategy call is completely free, no cost, no obligation. After that, fees are transparent, fee-for-service, and agreed upfront before any work begins. Typically, the first-year engagement is around $6,000–$10,000 depending on the complexity of your situation, with ongoing annual advice fees from there. We don't earn commissions on products. Our only incentive is your outcome.
What happens on the free call?
Am I the right kind of client for DreamWealth?
Do I need to have my finances sorted before reaching out?
What's the difference between DreamWealth and my current accountant or super fund?
How quickly can I get an appointment?