Secure Your Future with Smart Retirement Planning
Superannuation & Retirement Planning
Plan, grow, and protect your wealth with expert superannuation strategies.
Retirement Planning
Build a secure retirement with expert financial strategies and investments.
Self-Managed Super Funds (SMSF)
Take control of your super and grow wealth with tailored SMSF strategies.
Age Pension and Aged Care Advice
Navigate pension benefits and aged care costs with expert guidance.
ABOUT US
Why Australians Trust DreamWealth
Over 3,500 Australians trust DreamWealth to secure their retirement future.
Smart Super Strategies!
DreamWealth helps you maximise superannuation benefits for a stress-free retirement.
Retire with Confidence
With DreamWealth’s expert planning, your golden years will be financially secure.
Wealth for Life
Plan ahead with superannuation, pensions, and smart investments for lifelong stability.
Expert Retirement Advice
DreamWealth’s advisors provide clear, personalised plans—no hidden fees, just results.
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.
Retirement Planning
Secure Your Future with Smart Retirement Planning | Dreamwealth Helps You Retire Comfortably & Confidently
Create a personalised retirement strategy tailored to your goals.
Maximise superannuation contributions for long-term benefits.
Generate passive income to support a comfortable retirement.
Invest wisely to ensure financial security in later years.
Minimise tax liabilities with effective retirement planning.
Protect wealth with estate planning and asset management.
Ensure steady income with diversified retirement investments.
Take advantage of government incentives and pension benefits.
Plan for healthcare costs and unexpected financial needs.
Enjoy peace of mind with expert financial guidance and support.
Maximise superannuation contributions for long-term benefits.
Generate passive income to support a comfortable retirement.
Invest wisely to ensure financial security in later years.
Minimise tax liabilities with effective retirement planning.
Protect wealth with estate planning and asset management.
Ensure steady income with diversified retirement investments.
Take advantage of government incentives and pension benefits.
Plan for healthcare costs and unexpected financial needs.
Enjoy peace of mind with expert financial guidance and support.
Start Planning Your Retirement with Dreamwealth Today!
The DREAMWEALTH Advantage
Beyond Retirement Planning – Your Path to Financial Growth
Investing in Property through an SMSF
Secure your retirement with property investments through DreamWealth Finance’s SMSF strategies.
We provide expert guidance to help you leverage your Self-Managed Super Fund (SMSF) for property investments. Our tailored strategies focus on maximising returns, tax benefits, and long-term capital growth. Whether you’re buying residential or commercial properties, we assist in structuring your investment to align with superannuation regulations, ensuring a stable and profitable future.
Maximise Age Pension
Enhance your financial security with DreamWealth Finance’s pension optimisation strategies.
Our specialists help you structure your assets and income to maximise your Age Pension benefits while maintaining a steady cash flow. We provide personalised guidance on superannuation withdrawals, eligibility rules, and income testing, ensuring you get the most from government entitlements. Secure a comfortable retirement with strategic financial planning tailored to your needs.
Estate Planning
Protect your wealth and ensure your legacy with DreamWealth Finance’s estate strategies.
We assist in creating structured estate plans that safeguard your assets and streamline wealth transfer. From wills and trusts to tax-efficient inheritance planning, our solutions help minimise legal complexities and ensure your loved ones receive their rightful inheritance. Take control of your estate today with expert planning for a seamless future transition.
Age Pension and Aged Care Advice
Navigate Age Pension & Aged Care with Confidence | Dreamwealth Helps You Secure a Comfortable Future
Understand your Age Pension eligibility and maximise benefits.
Access government support to secure financial stability in retirement.
Plan ahead for aged care costs and future living arrangements.
Navigate complex aged care funding and payment options.
Protect assets while ensuring access to quality aged care services.
Structure your finances to maintain pension entitlements.
Reduce costs with effective strategies for means testing.
Ensure a smooth transition to aged care with expert guidance.
Receive support for estate planning and wealth preservation.
Enjoy peace of mind with a tailored retirement and care plan.
Access government support to secure financial stability in retirement.
Plan ahead for aged care costs and future living arrangements.
Navigate complex aged care funding and payment options.
Protect assets while ensuring access to quality aged care services.
Structure your finances to maintain pension entitlements.
Reduce costs with effective strategies for means testing.
Ensure a smooth transition to aged care with expert guidance.
Receive support for estate planning and wealth preservation.
Enjoy peace of mind with a tailored retirement and care plan.
Get Expert Age Pension & Aged Care Advice from Dreamwealth Today!
Testimonials
Trusted by Leading Investors – 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.
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
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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 Superannuation Retirement planning
Superannuation (super) is a long-term savings plan designed to help you fund your retirement, typically managed through employer contributions and investments.
It ensures financial security by:
- Providing a steady income after retirement
- Helping you grow wealth tax-effectively
- Supporting a comfortable retirement lifestyle
Employers must contribute a percentage of your income to your super, and you can also make voluntary contributions to boost your retirement savings.
You can generally access your super from preservation age (55–60), depending on your birth year, or earlier under special conditions.
Super withdrawals are restricted before retirement, but you may be eligible under financial hardship, medical conditions, or other special circumstances.
Factors include:
- Employer and voluntary contributions
- Investment returns and fees
- Market performance and inflation
- Industry super funds – Retail super funds
- Self-managed super funds (SMSFs)
- Corporate and public sector super funds
A financial adviser can assess your needs and recommend the best superannuation and investment strategies for a secure retirement.