Financial Planner Wishart Brisbane you Financial advice empowering to pursue a full life Financial Service Wishart Brisbane your Who's financial doctor? Protect your family wishart brisbane Help you plan your long term wealth life risk and create

What is important to you?

WHY DO I NEED A FINANCIAL ADVISER ?

At OzDream, our mission is to

Look after and improve your financial health and wellbeing as doctors do to your physical health.

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Experience

Experience

Our value is what we are committed to in pursuit of our mission.

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Qualification

Qualification

We have been providing service to communities since 2004.

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Award

Award

Each of our team members is fully qualified with graduate and postgraduate degrees.

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Value

Value

Our work has been recognised by national and international industry authorities.

What our clients say about us

Max and his team skilfully and painlessly guided me through the financial and insurance process required, in such a highly emotional and volatile time, with loss of income and mounting medical bills, he was our first phone call.

James McGregor Radiologist

I have used Max’s financial service for the last 7 years. Max pointed out ways I can protect my family and plan for the future. He is always there to answer my questions when I make new investments or how to do effective planning to achieve future goals.

Sunny Wong Design Manager (Structure) at Leighton Contractors (Asia) Limited

With OzDream team’s Can Do attitude and their regular personal communications and advice, we find ourselves sit in a much better financial position now. We are confident about our investments and reaching our life goals.”

Amanda Ronchi GP

This year I have had the misfortune of personally having to test out the strength of the trauma cover Max had recommended, and I could not have been better covered. OzDream managed the claims process from A to Z making it as seamless as possible.

Marianne Jones Finance Manager

Max has been providing advice to my family since we moved to Australia in 2005, with his great financial service, I can focus on my priorities and develop my own business from ground level. Thanks Max, your effort is always appreciated

Jun Qiu Field Engineer

I find Max to be consistently pleasant, tackling all challenges with dedication and a smile. I highly recommend Max for giving financial advice like life insurance and protection to everybody."

Johan Halim Director Golden Gates Realty

Max introduced me Vitality, a personal health management program linked to my life insurance policies. Not only I can have a peace of mind with knowing my family is protected, but also I have received financial reward for being active and staying healthy, fantastic

Gems Onny Logistic Business Owner

Max has good leadership skills. He is kind and willing to help other people. He is trustworthy and has good sense in business investment."

Larry Wen Lecturer Griffith University
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