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.
Service matters
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.
– Vanguard
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.