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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.

A strong value system in place

Our value system, which has 4 pillars including passion, focus, integrity and long-term, guides us through from dealing with day to day work tasks to decision making process

Our people

A team of highly trained professionals is our greatest asset. We have combined decades of experience and extensive expertise in our field, all working for one goal: to put our clients into a better financial position and make difference in their lives.

An award-winning practice

Our work has been recognised by industry authorities, nationally and internationally, such as Association of Financial Advisers (AFA) and Million Dollar Round Table (MDRT).

Easy to visit

Our office is conveniently located in the transport and lifestyle hub of Brisbane south side. With plenty of free parking space, meeting us is so easy. If you cannot visit us in our office, we now can talk to you by scheduling a Zoom meeting.

Rigorous research and study

Every plan and piece of advice that we present to our clients are based on thorough research and study. We’re backed by leading industry research houses, such as Lonsec, Iress as well as most respected financial product providers in Australia.

OzDream culture

We have friendly culture in our office, and we believe quality financial advice and services should not only belong to the rich, it should be accessible to every Australian. Australia is a dream country, everyone can achieve financial success and turn their dreams into reality, which is why we call ourselves OzDream.

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.