We provide streamlined financial planning solutions for financial advisers throughout Australia.

Dreamwealth Outsourcing

Grow your business AND get more holiday time back!

SAVE TIME

Most financial advisors work harder to grow their business, putting in more time and effort each year to ensure financial success for their clients and themselves. But they end up burning out and not fulfilling either commitment.

Work smarter, not harder by outsourcing your administration and paraplanning work to our qualified team and grow your business, have higher client satisfaction and more time to do the things you love.

Think this is impossible? Our founder Dillon Samaratunga CFP, has grown his business exponentially over the last five years and taken at least 8 weeks holidays at the same time with this exact strategy. Now, he is offering this service to you.

Don’t waste another year doing the same thing and expecting a different result. Give us a call and explore just how much we can help you run your dream business and have your dream life.

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Highly qualified team

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At Dreamwealth, we provide financial advisors with access to employees with years of Paraplanning experience.

Our team is led by Managing Director, Dillon Samaratunga. With over 15 years of Financial Advising experience and 20 years in the Banking and Finance Industry, we assure you a filtered, well-trained base of Paraplanners to carry out the creation of your advice documents.

Our global team can provide service levels you can only dream of. Call back services to your clients within 4 hours, working between 8am and 8pm - your clients will always feel valued and supported.

How We Help

Don’t waste time on paperwork. Your best value to your clients is talking to them and giving them advice. Doing paperwork takes you away from your most valuable resource, your clients!

Maximise your revenue by outsourcing tasks best done by others.

We grow as you grow. Hiring staff is challenging as you have to manage them which takes time away from your clients. Plus the process is expensive and time-consuming, especially when you get it wrong!

By outsourcing your work to Dreamwealth, you get the best of both worlds. Flexible staff when you need them and the ability to upscale or downscale as required, without recruitment headaches.

Focus on your life, not just your business. We all start businesses to have a dream lifestyle. But along the way, we realise that it takes a lot more time and effort to earn the income to support our families and lifestyles. We usually give up one to get the other.

But with outsourcing, we can have both time with loved ones and a growing and profitable business. Give it a try!