Impactful Financial Advice.
Specifically Tailored to You.
About DreamWise
Welcome to DreamWise Financial Services, your trusted partner in building a secure financial future.
Based in Brisbane and led by Senior Advisor, Dylon Mackriel, we have more than 15 years of financial planning experience, specialising in Retirement Planning, Estate Planning, and Insurances.
At DreamWise, we understand that financial planning is about more than just numbers. It's about what those numbers provide: freedom, security and confidence.
Our Services
Estate Planning
Preserve your legacy with care. Our estate planning solutions ensure a smooth transition of assets, tailored to your family's needs. It's more than legalities; it's securing peace of mind.
Insurances
Protecting what matters most to you and your loved ones is our priority. Offering comprehensive insurance solutions, crafted with clear, impactful advice that gives you peace of mind.
Financial Planning
Secure your financial future. Our expert guidance on Retirement Planning, Wealth Management and SMSF helps you make informed choices to effectively grow your nest egg for the future.
Why Use A Financial Planner?
The objective of financial planning is to move people closer towards financial independence. Whether we like it or not, we are all on this journey trying to accumulate enough money to provide us with the lifestyle we desire.
In order to achieve financial independence, it takes more than just paying off debts and saving money, it takes proactive planning and ongoing review with the help of a financial planner.
Knowledge is power, but it’s often been said that a little bit of knowledge can be a dangerous thing. Planning your financial life is not just about knowing how investments actually work or even understanding what the best-performing investment types are. To ensure that you are successful in the long term, you need to make the most appropriate financial decisions at the right time. This decision-making should encompass aspects far beyond just picking the ‘right’ investment.
Most people are so busy making a living, we don’t have the time to keep up to date with all the knowledge that’s required about the financial world. This includes government legislation and taxation changes, which are important to make the right investment and strategy choices.
Integrity In Understanding.
At DreamWise, we believe in more than just financial planning; we believe in building dreams.
Our commitment to honesty and ethical practices ensures that we understand your aspirations and translate them into a financial reality.
Your trust is our foundation.
Personalised Solutions.
Your financial landscape is unique, filled with opportunities and complexities.
We offer tailor-made strategies that align with your specific needs and goals, turning challenges into stepping stones towards your financial success.
Let us guide you every step of the way.
Empowering Your Future.
Financial uncertainties shouldn't hold you back.
With our expertise, we empower you to overcome obstacles, build wealth, and secure a prosperous retirement.
We're here to guide, educate, and help you navigate the financial maze with confidence.
Your Goals Are Our Goals.
Your success is our mission.
We're committed to delivering solutions that not only meet but exceed your financial goals.
Whether it's growing your wealth, estate planning, or insurance protection, we turn your goals into achievements.
Our Service Guarantee
We take the utmost care when providing any advice to you and always provide you with the all of the information necessary for you to make informed decisions.
We are completely confident about our advice for you. You can rest assured that before we provide any meaningful commentary, guidance or advice, it is well researched and modelled and is best of breed. It is specifically designed for your unique needs and circumstances.
We guarantee that we will deliver our services to you in the most professional, friendly and effective way. We will always place your needs ahead of our own, continually deliver a friendly caring service, and always listen to your concerns and requests.
We want things to go right, and we go out of our way to make sure they do. Our reputation which is paramount to us, guarantees this. Our highly satisfied clients are the best evidence of that.
And of course if you feel at any point that our services are not meeting your expectations, you are able to easily opt out of our services.
Our Process
1 | Discovery Meeting
With a client-centric approach to providing financial advice, we start with a complimentary Discovery Meeting to find out more about you and your financial goals.
2 | Present Advice
After gaining a clear understanding of your situation and your financial goals, we’ll create tailor-made solutions and present them to you.
3 | Implementation
Once the solutions have been presented, you can then decide if you’d like DreamWise to implement the plan and guide you on your financial journey.