In this episode of Money with Alpha, Alpha sits down with financial advisor Dylon Mackriel, founder of DreamWise Financial Services, to unpack what financial planning actually involves — beyond the jargon, beyond the misconceptions, and beyond the old-school commission-driven model many people still fear.
Dylon shares his personal journey from South Africa to Australia, shifting from accounting into financial planning, and why the emotional side of money plays such a huge role in his work. You'll hear:
Why everyone earning an income can benefit from financial advice
What financial planners do beyond investing
How superannuation, insurance, and retirement strategies really work
The truth about self-managed super funds (SMSFs) — who they're for and who they're not
ETFs vs direct shares vs SMAs (and why diversification is essential)
How to choose the right advisor, and why education is a non-negotiable part of quality advice
The emotional and behavioural side of money
Dylon's personal money story, including growing up with limited resources and how that shaped his mission
This is an empowering conversation that helps remove the mystery from financial planning — so you can make smarter decisions, feel more confident, and understand the mechanics behind wealth-building… at any age.
Connect with Dylon:
DreamWise Financial Services – DreamWise Financial Services
