DreamWealth Financial Strategists | Melbourne's Trusted Financial Advisors

Secure your future with wealth protection

Wealth Protection

Your Wealth, Your Plan, Your Future.

Income Protection Insurance

Protect your income during tough times.

Life & TPD Insurance

Secure your family's future with tailored coverage.

Trauma or Critical Illness Insurance

Get financial support for critical illnesses.

ABOUT US

Why Australians Trust Us

Over 3,500 Australian businesses and individuals trust us to protect their wealth.

Secure Wealth!

Our proven strategies safeguard your assets from risks, market shifts, and legal threats.

Risk-Free Investments

Our experts guide you in securing stable, high-yield investments while minimising risks.

Future-Proof Finance

Plan ahead with structured wealth protection, ensuring long-term financial security.

Trusted Wealth Experts

Gain unbiased, expert advice—no hidden fees, just transparent wealth protection plans.

ABOUT US

Why Australians Invest With Us

More than 36,000 Australian businesses and individuals choose us as their mortgage brokers.

Ethical Lending

Dreamwealth is genuinely different – an award-winning broker with no hidden financial incentives and no questionable referral partners.

Diverse Lending Panel

With more than 30 bank and non-bank partners on our lending panel, finding the right mortgage is simple.

Strategic Approach

Your loan should be one that supports your ideal future – whether that’s a multi-property portfolio or a stress-free retirement.

Connect With Experts

Access our network of leading property professionals to get the advice you need – no referral commissions involved.

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Income Protection

Dreamwealth Income Protection: Safeguard Your Lifestyle

Protect your income during unexpected life events like illness or injury.

Flexible coverage tailored to your specific career and income needs.

Helps you maintain financial independence even during tough times.

Covers a significant portion of your lost income while you recover.

Reduces the stress of meeting bills, mortgage payments, and daily expenses.

Customised policies that fit your financial goals and lifestyle.

Expert claims assistance ensures a smooth, hassle-free process.

Provides peace of mind for both short-term recovery and long-term planning.

Perfect for self-employed individuals or those with variable incomes.

Safeguard your lifestyle and focus on what matters most: your health.

Secure Your Future!

The DREAMWEALTH Advantage

Beyond Life Insurance – Your Path to Financial Growth

Business Expense Insurance

A sudden illness or accident can impact more than just your well-being—it can disrupt your finances and business operations.

With our Business Expense Insurance, you receive financial support to cover essential costs like office rent, employee wages, and other ongoing expenses while you recover.

Key Person Insurance

Your business’s success often depends on key individuals whose expertise drives growth. But what happens if they are unable to work due to illness, disability, or death?

Key Person Insurance protects your business from financial loss by providing a lump sum payment to cover operational costs, hire replacements, or sustain business continuity in times of crisis.

Claims Assistance

Your financial security is our priority, and we’re here to support you when you need it most.

Our Claims Assistance Service ensures a smooth and stress-free claims process, helping you and your loved ones receive timely payouts and financial protection during unexpected events like illness, disability, or loss.

Trauma Cover

Stay Secure with Dreamwealth Trauma & Critical Illness Cover

Receive financial support during life-threatening illnesses like cancer or heart attack.

Covers a wide range of critical illnesses for comprehensive protection.

Helps manage medical expenses, rehabilitation, and other recovery costs.

Reduces financial strain so you can focus on recovery and healing.

Ensure your family is financially secure during your health challenges.

Access funds quickly to cover unexpected healthcare-related costs.

Tailored solutions to fit your specific needs and health concerns.

Protects your lifestyle and prevents long-term financial instability.

Expert advice ensures you select the right policy for your situation.

Provides peace of mind knowing you’re financially prepared for any challenges.

Start your journey today with our expert team.

Testimonials

Trusted by Business Owners & Professionals – DREAMWEALTH

Our clients reveal their stories of success and remarkable growth.

 

We’ve been clients for 6+ years and would like to express our thanks for the work you have done for us over those years.

The expertise and attention to detail which you have handled our affairs could not be faulted. You have a common sense approach and put things in perspective! You and your team are quick to respond to emails/calls which shows you have a genuine interest in us.
 
You are professional, caring and well educated. We gladly recommend your services. Ian & Gerry

Geraldine Robson

 

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.

Rebecca McParland

 

Dillon is a highly qualified and very knowledgable financial advisor who presents multiple options and recommendations for clients to consider without ever pressuring to go down any particular path. He is very friendly, approachable and able to explain things in common language. He certainly goes out of his way to keep in contact with his clients and responds promptly to questions as often as they require.I thoroughly recommend that anyone needing any level of financial advice no matter what their situation listen to what he has to offer in helping them define and realise their goals

Greg Roberts

Blogs

Gain Insights from Australia’s Top Brokers

Explore

The DreamWealth blog is your go-to resource for mastering wealth-building through property investment.

Spring 2024 – Is It Really Here? Ah, Melbourne weather—just when you think spring has arrived, the rain might swoop in! But regardless of the weather, the Spring real estate …

Spring 2024 – Is It Really Here? Ah, Melbourne weather—just when you think spring has arrived, the rain might swoop in! But regardless of the weather, the Spring real estate …

Spring 2024 – Is It Really Here? Ah, Melbourne weather—just when you think spring has arrived, the rain might swoop in! But regardless of the weather, the Spring real estate …

FAQS

Questions About Wealth Protection

What is wealth protection?

Wealth protection involves strategies to safeguard your assets, income, and financial future against risks like illness, accidents, or unforeseen events.

Why is wealth protection important?

It ensures financial stability by: –

  • Protecting your income in case of illness or injury
  • Providing for your family in emergencies
  • Securing your assets from unexpected risks
What types of wealth protection are available?
  • Life insurance – Income protection insurance
  • Trauma insurance
  • Total and permanent disability (TPD) insurance
How does income protection insurance work?

It replaces a portion of your income if you’re unable to work due to illness or injury. Policies typically cover up to 75% of your salary for a specified period.

What is total and permanent disability (TPD) insurance?

TPD insurance provides a lump sum payment if you’re permanently unable to work due to injury or illness, helping with medical expenses or living costs.

Can I combine different insurance policies?

Yes, many people combine life, income protection, trauma, and TPD insurance to create comprehensive wealth protection tailored to their needs.

What factors affect the cost of insurance?

Factors include:

  • Age and health
  • Occupation and lifestyle
  • Coverage amount and type
How do I choose the right wealth protection?

A financial adviser can assess your situation and recommend policies that suit your goals, ensuring you’re adequately protected against risks.

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