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Services

We provide specialist advice in the key areas of your financial life

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Insurance

People have insured their cars, properties and valuables but often forgotten themselves.

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Investment

How do you want to make your money work harder for you, not just you work hard for money?

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Retirement Planning

It is the biggest holiday and golden age of your life, will you have enough money?

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Home & Aged Care

A minefield if not correctly advised. You only get one chance to get it wrong.

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Superannuation

Super may not be the only income source for retirement, however it is a significant one for almost everyone.

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Centrelink

It could be a daunting experience to many, but do you know what your are rightfully entitled to?

Meet Our Team

We have a team of professionals who possess combined decades of experience and expertise to work together for one goal - Look after and improve our clients’ financial wellbeing.

Aon

Max Ding

Founder & Principal Adviser
Peter

Peter Donovan

Senior financial adviser
Financial Client support manager

Jean Yang

Senior Asset Manager
Ozdream Financial Planner -Kiki

Kiki Chen

Asset Manager
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Ellen Sun

Client care officer