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What will it cost?​

We have a hybrid fee structure. It is a bit like you go to see doctors, some services are bulk billing, others you need to pay out of your pocket.

The following services are no charge to clients *

  • 1st meeting
  • Insurance consultation
  • Mortgage consultation.

The fees of following services are based on the work involved, it can range from $395 to $9,900. An accurate quote will be provided following the initial meeting.

  • Superannuation
  • Investment
  • Goal setting
  • Retirement planning

*Regulated by laws, financial advisers can be remunerated by financial product providers in Australia when recommending certain financial products to clients. It is not an extra cost to clients.

For more details, please refer to our Financial Services Guide (FSG)

“We want to make quality financial advice and service accessible and affordable to every Australian.”

Max Ding OzDream Founder and Principal Adviser