DREAMWEALTH Financial Strategists

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.

网站

https://dreamwealth.com.au/

DREAMWEALTH Financial Strategists的外部链接

所属行业

金融服务

规模

2-10 人

总部

Melbourne，Victoria

类型

私人持股

创立

2016

领域

superannuation 、debt management、wealth protection、cash flow、investment property、retirement planning和insurance