Find a right partner on your wealth journey
Ask right person
Financial planning is a specialist profession, you should make sure to get advice from a properly qualified person.
Value > Cost
An experienced financial adviser can add up to additional 3% points of net returns of your portfolio.
The success rate of insurance claims is 30% higher for people who have financial advisers.
It's hard to DIY
Report shows only 2% Australians have achieved financial freedom when they stop working. Few people can make it on their own.
A financial adviser offers the discipline, strategic planning and continuous monitoring that can help you meet your investment and risk management goals.
OzDream is a group of financial professionals who genuinely care about our clients’ financial wellbeing.