Who we are
We’re a group of passionate financial professionals who look after people’s financial health and wellbeing.
Meet us >
Who’re our clients
Most of our clients are property owners and investors, they either work in a professional field or run a business.
See what our clients say >
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.
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
We use industry leading research from Lonsec and Xplan. We only recommend researched products provided by 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.
Our Services
Our People
We have a team of professionals who possess combined decades of experience and expertise to work together for one goal - Look after and improve our clients’ financial wellbeing.