ABOUT US

Our Values

  • We believe that integrity is a core value that is essential to our success. We strive to conduct our business in a way that is honest, ethical, and transparent, and we hold ourselves accountable for our actions and decisions.

    We prioritise the needs and interests of our customers and stakeholders, and we work to build long-term relationships based on trust and credibility. We are committed to delivering on our promises and fulfilling our obligations, and we believe that transparency and open communication are key to achieving this.

  • We are committed to providing a high level of professionalism. We offer a turn-key operation that supports you in all areas of setting up the back office support from finding the staff member to training and monitoring software. This can be a complex and challenging process, and we believe that by offering a professional and knowledgeable approach, we can help our clients achieve their financial goals with confidence.

    Dreamwealth Outsourcing also places a strong emphasis on transparency in our organisation. We believe that it is essential to provide our clients with clear and honest advice, and to operate with the highest level of ethical standards. We take the time to explain complex financial concepts in a way that is easy to understand, and we are always available to answer any questions or concerns our clients may have.

  • We are dedicated to providing exceptional communication and customer service to all of our clients. We understand that communication is key to building strong relationships with our customers, and we believe that by being responsive, clear, and attentive, we can ensure that our customers have a positive experience working with us.

    We have established a culture of open and transparent communication. We encourage our employees to be proactive in their communication with customers, to listen carefully to their needs and concerns, and to provide timely updates on any relevant information. We believe that by being accessible and responsive to our customers, we can build trust and confidence in our abilities to deliver quality products and services.

  • We are committed to exceeding our clients' expectations in every aspect of our operations. We understand that our clients have a choice in where they do business, and we believe that by providing exceptional products and services, we can earn loyalty and trust.

    We invest in the latest technology, tools, and training to ensure that we are always at the forefront of our industry and that we are delivering the highest quality products and services.

Dillon Samaratunga - CEO

Hi, I'm Dillon Samaratunga from Dreamwealth Financial Strategists. With over 25 years of experience in the finance industry, I have a strong understanding of the challenges of running a practice, including areas such as compliance, SOAs, staff, attracting new clients, work bottlenecks, and maintaining cash flow, positioning me as the ideal candidate to help manage both personal and corporate finances.

According to Michael Gerber’s book, The E-Myth Revisited, to be successful in business, we need to be master jugglers of three functions: Technician, Manager, and Entrepreneur. Most financial planners are great technicians but struggle as managers and entrepreneurs – this is where Dreamwealth Outsourcing Solutions comes in. We help run the back end of your business so you can focus more on your clients and your life.

Growing up in Sri Lanka before moving to and running a business in Australia, I offer a unique understanding of offshore working culture. Subsequently, I have been able to deliver cost-advantageous solutions and employees from my home country for the last seven years.

I believe in creating a strong work-life balance – something I have worked hard to achieve since beginning my business. I am proud to offer a solution to help my fellow financial planners achieve this, through implementing effective staffing teams to help businesses operate smarter, not harder, and allowing for time to prioritise life outside of work.

As an advisor, I am passionate about providing sound financial advice to my clients, but as a person, I am proud to lead people towards achieving their goals. I believe that forging relationships with clients is key to understanding how best to help them – it is not just about money and product to me, it is about helping individuals. At Dreamwealth Financial Strategists, we draw on advice from accountants, solicitors, lenders, real estate agents, buyers advocates, and stockbrokers, all to ensure our clients receive well-rounded and well-researched solutions tailored to their individual needs. 

We are proud to offer a service which not only provides ongoing support to help our clients thrive, but gives them peace of mind that their financial future is in good hands with our team of trusted advisors.

What our clients say

  • "We met Dillon over 15 years ago and through that time he has continued to be our trusted advisor who has helped us imrprove both our financial security and our financial understanding. We’ve gone from managing our money on a month-to-month basis into a genuine strategy with a range of savings, investments and assets that we simply could not have achieved on our own. He has helped me set up my own business, buy investment properties and take real control over our savings and financial future. "

    -David Vincent, VIC

  • “We engaged Dillon Samaratunga to plan our financial future after bouncing between banks that provided little personalised help and even less communication. What sets Dillon apart is his diligence, expertise, and willingness to offer sage advice to assist us navigate the pitfalls of the investment world and offer a clear path to financial stability and a bright future as we prepare our transition to retirement. The thing is, he provides this service in such a personable, communicative manner. Our only regret is that we didn’t come across him sooner. Dillon also provided a conciliatory role for our children to instil a sound understanding on the importance of financial planning. His different take on life’s challenges certainly influenced their perspective of what’s important. I have no hesitation in recommending Dillon to manage your financial planning. He is a dependable and reliable character – someone you can entrust to manage your life’s assets.”

    -Michael and Karen Louey

Why Dreamwealth Outsourcing?

About the CEO

To explore how outsourcing could assist you, enquire below to book a conversation with me.