Client Testimonials
4.8★ average rating
DreamWise conducts regular surveys to measure the satisfaction of our clients across our complete service offering, to ensure we’re continually evolving and providing the support they need.
“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
“Dylon has been a pleasure. Very professional and very personable. I'm happy with his recommendations and approach to getting things done quickly and efficiently.”
Ryan Novinc
★★★★★
“My experience can be described as follows - personal, tailored advice and support. My Advisor took the time to listen and understand my financial and life goals. I had time to think through strategies that were proposed and balance these with my aspirations to work together on realistic time frames. Overall, an excellent experience and one which I highly recommend to any new/prospective clients.”
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 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 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 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
★★★★