Listen. Understand. Plan.

Helping you achieve the financial & lifestyle results that you desire.

About DreamWise

Welcome to DreamWise Financial Services, where your financial dreams are turned into reality.

We understand that financial planning is a deeply personal journey, filled with aspirations, challenges, and unique complexities. That's why we offer more than just financial services, we offer partnership, guidance, and a commitment to making your financial dreams a reality.

We aim to earn your trust through our commitment to transparency, our client-centric approach, and our relentless pursuit of your financial goals.

Our Services

DreamWise Financial Services are a Brisbane-Based Financial Planning Firm, specialising in Retirement Planning, Estate Planning and Insurances.

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.

DreamWise Financial Services are a Brisbane-Based Financial Planning Firm, specialising in Retirement Planning, Estate Planning and Insurances.

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.

DreamWise Financial Services are a Brisbane-Based Financial Planning Firm, specialising in Retirement Planning, Estate Planning and Insurances.

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.

Our Client Stories

“Hi Dylon,

As the year comes to an end, we just wanted to say a heartfelt thank you for all your support and guidance since we met you this year. From setting up our life insurance to helping us with budgets and everything in between, you’ve truly made a difference in how we approach our finances—and in how secure we feel about our future.

We’ve especially appreciated your friendly, approachable nature, your ability to explain things so clearly, and how relatable and understanding you’ve been.

It’s been a pleasure working with someone who’s not only knowledgeable but also kind and always available when we need help.”

Alicia and Marco

Hear what others have to say…

  • “The services provided were highly collaborative, professional with a friendly approach to a very important life/financial security need for a single professional woman.”

    Gillian
    ★★★★★

  • “Dylon is an excellent communicator who went above and beyond to understand my situation and goals to provide individualised advice. He explained in detail the rationale for the recommendations and was flexible and responsive to my questions and feedback. He has been proactive in actioning the plan and contacting me to work around my busy schedule. I would happily recommend Dylon and DreamWise to others.”

    Julian
    ★★★★★

  • “Dylon is friendly and his speech is clear which is important for matters such as finance. He made up a booklet for me which explains the process and itemises the financial components so that I didn't have to try to remember or quickly take notes. He also shouted me to coffee”

    Peter S
    ★★★★★

  • “Dylon was very thorough in his approach. He helped me understand exactly how my finances could work better for me *especially regarding superannuation* and his approach and recommendations were tailored to my goals. Super happy with the service highly recommended!”

    Sina R
    ★★★★★

  • "Dylon impressed me with his confident and professional demeanour. He approached my retirement and financial requirement query with calmness and understanding despite the short timeframe. The advice provided was remarkably accurate, offering valuable insights into budgeting and future planning. I now feel confident about my financial situation, with a clearer understanding of what I can achieve. Moving forward, I am more assured and better grasp my financial goals. I am glad to take this decision and go ahead with Dylon and his team at DreamWise Financial Services."

    Parth Singh
    ★★★★

See more testimonials

Our Process

DreamWise Financial Services are a Brisbane-Based Financial Planning Firm, specialising in Retirement Planning, Estate Planning and Insurances.

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.

DreamWise Financial Services are a Brisbane-Based Financial Planning Firm, specialising in Retirement Planning, Estate Planning and Insurances.

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.

DreamWise Financial Services are a Brisbane-Based Financial Planning Firm, specialising in Retirement Planning, Estate Planning and Insurances.

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.