Our Process
Let us be the trusted guide on your path to achieving your financial goals
“As a professional who is part of a community where there is so much uncertainty, I want to provide financial advice to address my client’s concerns and to give them peace of mind, knowing that they have a professional team in their corner.”
- Dylon Mackriel
Starting With You
At Dreamwise Financial Services, we've observed the best practices in financial planning and understand the deep value of money and its emotional connection with our clients. That's why we treat each client and their funds with the utmost respect as if we were advising our own loved ones.
We speak with our clients to uncover and learn as much as possible about their individual situation. This allows us to provide the most appropriate advice, ensuring they are placed in an optimal financial position.
We also offer ongoing advice, always presented in simple, easy-to-understand language.
Our clients are at the centre of everything we do.
Guided By Your Values
Our client’s values, lifestyle and goals are the starting point for our journey together.
Our team is dedicated to grasping the nuances of each client's personal circumstances, ensuring that have a clear understanding and that we manage their financial situation as effectively as possible.
We prioritise investing the necessary time to ensure every client maximises their potential for the best financial outcome.
Tailoring Your Plan
Subsequently, we craft and execute a strategic plan tailored to help our clients achieve their most cherished objectives.
This includes devising a personalised financial plan replete with strategies to realise those goals and maintain the right course over the years.
Our expert advice liberates clients from the intricacies of financial planning, offering them security and genuine peace of mind.
This allows our clients to dedicate more time to what truly matters to them.
Invest In Your Future
Our primary goal is to guide our clients towards achieving their desired financial and lifestyle outcomes. We're committed to helping you cultivate and safeguard the highest level of wealth that your circumstances permit.
After our initial consultation and understanding of your unique situation, we'll provide a detailed breakdown of the costs associated with our advice and the implementation of the strategies we propose.
We operate on a transparent 'fee for service' model, which is determined by the intricacy of your financial situation and the depth of our counsel. Typically, our fees for comprehensive advice encapsulated in your financial plan range between $3,000 to $12,000.
For our continuous client care services, which include advice, service, and regular reviews, clients can anticipate annual fees starting from $2,200. Every fee and charge will be meticulously detailed in your financial plan, and it's worth noting that some of these fees may be tax-deductible.
