Australia Free Web Directory

Dobbrick Financial Services in Ipswich, Queensland | Financial planner



Click/Tap
to load big map

Dobbrick Financial Services

Locality: Ipswich, Queensland

Phone: +61 7 3281 1300



Address: 110 Limestone St 4305 Ipswich, QLD, Australia

Website:

Likes: 4

Reviews

Add review



Tags

Click/Tap
to load big map

24.01.2022 GET TO KNOW US BETTER! 5 things you should know about Paul 1. He has been an Associate with us for 2 years... 2. Paul provides valuable backup to our Financial Advisors, especially when there is an overload 3. He’s a bit of a Netflix addict 4. His knowledge of insurance and superannuation is invaluable 5. He and his partner have a son and two daughters in primary school (and guinea pigs!) See more



21.01.2022 GET TO KNOW US BETTER! 5 things you should know about Ryan: 1. Ryan joined the family business in 2006 and is the Principal and part-owner.... 2. He likes to give his clients peace of mind and better ways of doing things. 3. A talented musician, Ryan moonlights writing and recording his own music. 4. He is a loyal Broncos fan (which has been rather painful this season!). 5. He and his wife have three young kids and an old ‘Staffie’ dog. See more

19.01.2022 Are you looking for an accountant? Our friends at Evolve Accounting have recently set up an office in Gympie. If you are in need of some advice they may be able to assist. Here they share their tips for a prosperous financial year.

19.01.2022 We are proud of the work we do in our community both locally and overseas. Every year we contribute to The Fortnum Foundation. One of the Foundation's key projects is Love Mercy’s Cents for Seeds programme, a micro-loan initiative providing a sustainable livelihood for women and families in Northern Uganda. For a small $30 donation, a woman is provided with a 30kg loan of seeds such as beans or sesame, as well as a hand-held gardening tool, educational workshops, and access to savings groups. A 30kg loan can yield a harvest of between 150 and 300kgs. Find out more here.



18.01.2022 Catching up on the weekend news. Coffee is a must in the Gympie office!

18.01.2022 Another fantastic morning supporting Ipswich Hospice Care - Queensland with the annual Ipswich Hospice Golf Day. It's great to see so many local businesses getting behind this much worthy organisation. A big thanks to clients Ian, Doug and Col for providing quality golf and some laughs along the way.

17.01.2022 The modern handshake! Nat greeting one of our clients 2020 style - how could we have ever imagined?!



15.01.2022 Life is continually changing, and your financial plan needs to be tweaked to reflect these changes. Whilst it can be tempting to put off, checking in regularly is well worth the time and effort. A plan put in place 10 years ago is more than likely not reflective of your current circumstances. This is why we conduct regular review meetings with our clients. If you want to achieve your goals it's worth reviewing your plan frequently.

14.01.2022 Are you a podcast junkie? This one is a great listen if you are wanting to increase your financial knowledge! ‘In The Know’ is a monthly investment podcast brought to you by Magellan Asset Management, one of Australia’s leading global equities investors. It includes timely, unique, and thought-provoking insights to help you make sense of today’s investment landscape.

14.01.2022 GET TO KNOW US BETTER! 5 things you should know about Emma 1. Emma writes the financial plans.... 2. She has been with us for 7 years. 3. Her favourite thing to do is trail riding she is horse mad. 4. She enjoys a simple life on a farm with her husband and two young kids. 5. Emma describes her co-workers as being like family. See more

13.01.2022 We have had lots of questions about how the pandemic is affecting the financial markets. Here we share with you our insights. ... and our acting skills!

13.01.2022 The pandemic has had a significant impact on interest rates and with the official rate now sitting at 0.25 percent retirees are having to re-evaluate their portfolios to ensure their investments are providing sufficient income. By keeping us up to date on any changes in your circumstances we can help you make adjustments to your portfolio to ensure your retirement plans remain secure.



13.01.2022 GET TO KNOW US BETTER! 5 things you should know about Paul 1. He is an award-winning financial planner and a Director of DFS.... 2. Paul deliberately gained experience and training that would set him up to join the family business, which he did in 2005. 3. His advising style is to listen and to identify and minimise potential risks 4. He has a creative streak and enjoys woodwork and making films. 5. Paul and his wife Fiona have 3 daughters aged 6,7 & 14. See more

12.01.2022 We are back on deck in the Ipswich office! Conscious of the great efforts of Queenslanders and the reduced number of Covid-19 cases, the office is now open again to clients and face to face meetings. We can facilitate meetings with the correct social distancing measures and have plenty of hand sanitiser for all!

12.01.2022 Hollywood bound.

08.01.2022 Financial planning is about human beings. This story about how we helped some clients with their estate planning shows the human impact of what we do. We truly care about getting the best outcomes for our clients.

07.01.2022 An update to correspondence sent out on Friday 21st August 2020. With the updated news of the COVID-19 outbreak over the weekend, throughout the Ipswich and surrounding areas, we have made the decision to cease all face to face client meetings and close the Ipswich office effective immediately. Gympie office remains business as usual. Please continue to email and phone as usual. Meetings will now be held via Zoom/Skype and phone.... Thank you for your patience and understanding, we will keep you updated. Stay safe, we look forward to seeing you again soon.

07.01.2022 We had a big day of anniversaries in Gympie, Heike Brennan with 21 Years, Paul Dobbrick with 15 Years and our great friend and office neighbour, Debbie Taylor with 20 Years at Elders Insurance.

06.01.2022 GET TO KNOW US BETTER! 5 things you should know about Hannelore: 1. She is our Client Service Administrator.... 2. Hannelore is a keen fisherwoman keep an eye out for her on Rainbow Beach. 3. She keeps on top of all the detail and paperwork so that your plans are implemented. 4. Always ask she will find an answer to most of your questions. 5. She is very much looking forward to taking her baby daughter Adeline and husband to see her family in Belgium when the travel ban is lifted. See more

02.01.2022 Welcoming the newest member to the Dobbrick Ipswich team. Although not as pivotal as our other staff members, it still plays a key role in keeping everybody alert and efficient. Next time you’re in, be sure to say Hi!

Related searches