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Our Mission:

Like your doctors are there to take care of your physical heath, we look after your financial health and wellbeing, that is why we work with our clients in a way very similar to how their doctors work. 

  • We work for our clients, not the financial product providers such as banks, insurance, superannuation and investment companies.
  • We put client’s best interest into our heart, the sole purpose of our work is to put people into a better financial position to achieve their life goals.
  • Our relationship with clients is for long term, ongoing review is an important part of our services.

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 (Structural) at Leighton Contractors (Asia) Limited
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Choose OzDream

OzDream is a group of financial professionals who genuinely care about our clients’ financial wellbeing.

Client Centric

We love people and are in a people business. It is a privilege to play a role in our clients’ lives to make their future better, we take our job of protecting people and helping them create wealth very seriously.

We Care

Genuine care comes from details, from heart and from what we do, not what we say. We encourage you to start experiencing our difference by setting up a no obligation meeting with us.