Dreamwealth Financial strategists 454 Collins Street, Melbourne VIC 3000
About the Business
Welcome to DreamWealth Financial Strategists, located in the heart of Melbourne on Collins Street. As an establishment specializing in finance, we are a point of interest for individuals seeking expert advice and management of their money.
At DreamWealth, we understand the importance of assessing your cash flow. With our expertise, we provide comprehensive advice, implementation, and ongoing management of your finances. Whether you need support with debt management, taxation, or overall cash flow strategies, we are here to help.
We believe in empowering our clients with knowledge and understanding of their rights when it comes to owing money and dealing with debt. Our team is dedicated to providing clarity and guidance during challenging financial times for you and your family.
Planning for retirement can be overwhelming, but with DreamWealth by your side, you can rest assured knowing that we will help you chart the best course of action for your future. With over 15 years of experience and thousands of satisfied clients, our financial strategists are confident in their advice and wealth mindset coaching, which is crucial in achieving greater results for individuals from all walks of life.
What sets us apart is our commitment to providing highly personalized solutions tailored to the unique needs of high net worth clients, professionals, and their families. We understand that every case is as unique and sophisticated as a thumbprint, and we strive to deliver premium, high-touch personalized services.
Our loyal clientele speaks volumes about the trust they have placed in us as their financial advisor over the years. Working with DreamWealth means gaining access to a wide range of advice and services, ensuring that all aspects of your financial well-being are taken care of.
Integrity and charity are at the core of our values. We believe in giving back to the community and distribute a portion of our profits to charitable endeavors. This reflects our genuine care for making a positive impact on society.
Our team has a deep understanding of wealth mindset, habit creation, wealth psychology, and behavioral psychology. We guide our clients in creating long-lasting habits that lead to a fulfilling life.
Building long-lasting relationships with our clients is our priority. We are dedicated to helping individuals like you build a future centered around what matters most in your everyday life and future. From relieving financial stress to securing your future, our team is committed to serving your unique needs and goals, helping you navigate whatever life may bring.
DreamWealth is here to assist professionals, business owners, medical professionals, senior managers, senior executives, high net worth individuals and families, as well as empty nesters. If you have over $250,000 in liquid assets, we are ready to support you on your financial journey.
With a family to tend to and a career you're passionate about, you deserve a trustworthy financial partner who can take the lead. At DreamWealth, we seamlessly integrate financial planning into the rest of your life, giving you the freedom and time to enjoy what matters most.
Explore our wide range of resources to further enhance your financial knowledge. We are here to support you every step of the way on your path to financial success. Contact us today to schedule a consultation and let us help you turn your dreams into reality.
Photos
Location & Phone number
454 Collins Street, Melbourne VIC 3000, Australia
Hours open
Monday:
9:00 AM - 7:00 PM
Tuesday:
9:00 AM - 7:00 PM
Wednesday:
9:00 AM - 7:00 PM
Thursday:
9:00 AM - 7:00 PM
Friday:
9:00 AM - 7:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Dillon has worked with us for many years now and we appreciate his professionalism guiding us to our retirement and through our adjustment to retired life. He is knowledgeable, experienced and understands our requirements and is very easy to communicate with ensuring we have a thorough understanding of the program he has set up for us. We look forward to continuing our relationship with Dillon into the future. Lesley and Richard Winslett"
"Dillon has been looking after us for over 8 years and have guided us financially to achieving our goals. He is very knowledgeable and very well connected with a consultative approach. Highly recommended"
"The Dreamwealth Financial stategists team provide a first-class service. Advice, and planning is tailored to your life goals and needs and takes a holistic lens. We are extremely happy with Dreamwealth, and the leadership and expertise Dillon provides. Dillon and his team are flexible, responsive and will help guide you to achieve whatever goals are right for you. The team are focused on customer experience and are very trustworthy to help with navigating the right financial strategy that is practical and fit-for purpose based on where you are in your life. Highly recommended."
"The Dreamwealth team are knowledgeable, resourceful and extremely helpful in providing financial advice to us on financial strategies to achieve our retirement goals and spending. This also helps us greatly in understanding many aspects of finance, superannuation and investing rules and regulations."
-
Swiss Financial Consultants PTY Ltd.370 Saint Kilda Road, Melbourne VIC 3004, Australia
-
Xantias Financial Management35 Collins Street, Melbourne VIC 3000, Australia
-
E&P Corporate Advisory171 Collins Street, Melbourne VIC 3000, Australia
-
Steinfort Financial Services600 Saint Kilda Road, Melbourne VIC 3004, Australia
-
Melbourne Strategic Financial101 Collins Street, Melbourne VIC 3000, Australia
-
Essential Financial Planning370 Saint Kilda Road, Melbourne VIC 3004, Australia
-
ClearFin Financial Planning Services Pty Ltd459 Collins Street, Melbourne VIC 3000, Australia
-
Cambian Corporate Advisory379 Collins Street, Melbourne VIC 3000, Australia
-
Financial Management Pty Ltd492 Saint Kilda Road, Melbourne VIC 8004, Australia
-
AssetPlan Financial Services488 Bourke Street, Melbourne VIC 3000, Australia
-
Frontier Advisors130 Lonsdale Street, Melbourne VIC 3000, Australia
-
AS Advisory114 William Street, Melbourne VIC 3000, Australia
-
Infinance Solutions1 Queens Road, Melbourne VIC 3004, Australia
-
Mutual Trust360 Collins Street, Melbourne VIC 3000, Australia
-
CapitalRoad Financial Pty Ltd443 Little Collins Street, Melbourne VIC 3000, Australia
-
Accurate Financial Consultants357 Collins Street, Melbourne VIC 3000, Australia
-
Australian Financial Planning Group Pty Ltd437 Saint Kilda Road, Melbourne VIC 3004, Australia
-
VivaEthical Financial Advice Pty Ltd454 Collins Street, Melbourne VIC 3000, Australia
-
Jensen Financial Planning90 Collins Street, Melbourne VIC 3000, Australia
-
Frontier Financial Group416-420 Collins Street, Melbourne VIC 3000, Australia
-
Financial Coaching10 Queens Road, Melbourne VIC 3004, Australia
List of local businesses, places and services in Victoria
β business help π services β phones π opening times βοΈreviews π addresses, locations π· photos