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Services

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

Insurance

Insurance

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

Investment

Investment

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

Retirement Planning

Retirement Planning

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

Home & Aged Care

Home & Aged Care

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

Superannuation

Superannuation

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

Centrelink

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