Spending power
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Spending power
Key facts
Counted staff
6
self-reported 2–10 band
Founded
2016
10 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
With over 15 years of experience in Financial Advising and 20 years in the Banking and Finance Industry all under one belt, you can trust that I am an experienced Financial Strategist that looks out for you and your family.
Besides being passionate about providing clients with strategic financial advice, I love providing advice in their best interest and acting as their source for all their financial needs. Accountants, solicitors, lenders, real estate agents, buyers advocates, stockbrokers are all part and parcel of the client getting a well diverse, appropriately risk-managed solution with the ideal fee structure based on their needs.
Building instant rapport with clients and winning their trust helps me to have a deeper understanding of their goals, dreams and fears. Uncovering these are the basis of great advice that isn’t just product-based for limited impact, but congruent with client’s goals and dreams. It is a passion of mine to get clients to achieve their goals and manage their finances strategically.
Clients want to be lead, guided and pointed to the right direction by their trusted adviser. Together with other financial professionals, I help my clients enjoy their life by providing a safety net and peace of mind about their financial future.
I strongly believe in inspiring and motivating my clients to achieve their dreams and also to aim higher. I take pride in providing them with sound, comprehensive and non-product biased advice whilst ensuring they implement and follow up with those strategies without them falling into mediocrity.
Outside of work, I love travelling. I set a goal in 2010, that I’d travel to 100 countries. I’ve travelled to over 45 countries thus far and am on track to achieve my dream to visit my 100th country by 10th September 2030. As with everything we do, it’s important that goals and dreams have a set date in order to achieve them.
I have a great partner and we love our toy poodles plus health and fitness.
Specialties
- wealth protection
- superannuation
- retirement planning
- cash flow
- insurance
- investment property
- debt management
All 7 specialties
- superannuation
- debt management
- wealth protection
- cash flow
- investment property
- retirement planning
- insurance
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU454 Collins St; Melbourne, Victoria 3000Primary
Grid intelligence Members
Signals & hiring
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Latest signal
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Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
4 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
The people relation is never requested, so there is nothing here to unlock.
FAQ
How many people work at DREAMWEALTH Financial Strategists?
6 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does DREAMWEALTH Financial Strategists have offices?
One address on record, Australia only. Primary: 454 Collins St, Melbourne, Victoria 3000.
Has DREAMWEALTH Financial Strategists raised funding?
None linked to this brand.
What does DREAMWEALTH Financial Strategists list as its specialties?
Seven tags on the brand's own list, among them wealth protection, superannuation and retirement planning.
Which companies are listed alongside DREAMWEALTH Financial Strategists?
Seven peer profiles on record: Tradies Finance and Sweeney Accounting.