DolFinwise | Financial planner

DolFinwise

Phone: +61 7 3832 5777

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25.01.2022 A few snaps from the Dolfinwise TreeTop Challenge - High Ropes

25.01.2022 The February 2013 Dolfinwise eNewsletter is now available! If you wish to subscribe, comment your email address. http://campaigns.twocentsgroup.com.au/t//r/15ED32A664C9D7B0

25.01.2022 End of financial year approaching. Critical this year people adjust their salary sacrifice to Super amounts in light of new budget changes. Also those with Private health should consider whether prepaying 12 months will get them extra rebate this year.

24.01.2022 In early April the federal government announced various changes to how superannuation will be managed, taxed and paid over the coming years. Follow the Blog on our website to read about the proposed changes. http://www.dolfinwise.com.au/superannuation-legislation-up/

22.01.2022 Happy Monday from the DolFinwise Team

20.01.2022 Just completed watching an Estate Planning webinar with Bronnie and Amanda. Still convinced not enough people investigate the benefits of testamentary trusts in their Wills.

18.01.2022 Jason has been quoted in today's IFA Magazine. Follow the link to read online. http://www.ifa.com.au//11637-vertical-integration-the-elep

17.01.2022 Making sure all our clients maximise their tax postions for end of year. Top end of fin year tips this year: Review Salary sacrifice arrangements for 2012/2013 year, make sure you've paid minimum pension payments and consider paying Health insurance in advance this year. Call us to find out if these apply to you...

17.01.2022 Dolfinwise is a proud FPA Professional Practice. As an approved FPA Professional Practice, we comply with the highest ethical and professional standards set by the Financial Planning Association of Australia (FPA). We have met their rigorous eligibility and ongoing commitment criteria, and employ a high proportion of CERTIFIED FINANCIAL PLANNER professionals - the most qualified financial planners in the world.

16.01.2022 The Dolfinwise team enjoying their Teppanyaki Xmas Party

16.01.2022 Jason is featured in this weeks IFA Magazine, Follow the link below to read more! http://www.ifa.com.au//11592-gaining-consumer-trust-is-a-r

13.01.2022 In support for Cancer Research, Dolfinwise Employee Katja Rex will be taking on a enormous 8 day & 1600km cycling challenge this August. Please go to Katja's challenge website to find out more or to Support Katja. https://smiddychallenge2014.everydayhero.com/au/katja_rex

12.01.2022 DolFinwise Team at the Jetty 2 Jetty Fun Run over the weekend!

09.01.2022 JAMES KENNY CFP JOINS THE TEAM James Kenny has joined the Dolfinwise advice team as Senior Planner and Partner. James is a multi award winning adviser who will add significantly to the depth and experience of the investment committee and advice team at Dolfinwise. Some of James's awards include: 2013 Money Management Australian Financial Planner of the Year, 2013 PlanPlus Global Financial Planning Award, 2013 National FPA CFP Professional Best Practice Award. ... James is a married father of three young children and in his spare time is an avid bushwalker and Aquarium enthusiast. We welcome James to the team.

09.01.2022 FINANCIAL PLANNING WEEK 2013 26/08/2013 - 01/09/2013 - Jason has been selected as the Superannuation Expert. Please follow the link to read his Super & Investment Blog http://askanexpert.fpadifference.com.au///super-investment

08.01.2022 The Dolfinwise office is looking great thanks to our recent renovations!!

08.01.2022 Excited to be merging both branches of DolFinwise into the same office in Silverton Place 101 Wickham Terrace this week. We will all be operating on 07 3832 5777 in 2014!!

08.01.2022 The Dual regulation by the new TASA requirements will mean further complexity and cost to providing financial advice - Follow the link to read more http://www.ifa.com.au/blogs/guest-blog/11992-double-trouble

07.01.2022 EZICOVER INSURANCE IS HERE! DolFinwise have through Zurich organised an insurance solution for those short on time. Together we have designed a simple 'do it yourself' method of purchasing life insurance online. Follow the link below to use the life expectancy calculator or to apply for insurance. http://www.zurich.com.au/ezi/dolfinwise/home.htm Alternatively visit www.dolfinwise.com.au for further information on Risk Managements.

06.01.2022 Once again Jason is featured in this weeks IFA Magazine, Follow the link to read more. http://www.ifa.com.au//11747-why-the-churn-debate-has-to-c

06.01.2022 DolFinwise at the FPA Futures2 Gala Dinner

05.01.2022 EXCITING NEWS!! - We are pleased to announce the merge of Cameron Renshaw & Associates with Dolfinwise commencing 1st June 2013. http://www.ifa.com.au//11910-dolfinwise-to-merge-with-came

04.01.2022 BRONNIE ABRAHAM WINS GWEN FLETCHER MEMORIAL AWARD Dolfinwise financial planner Bronnie Abraham is the winner of the latest FPA Gwen Fletcher Memorial Award. Named after the late First lady of Financial Planning, the award recognises the student who achieves the highest overall mark in the final unit of the CFP Certification Program. Bronnie was the highest performer in the CFP Certification unit, and we are delighted to celebrate her success. https://fpa.com.au//fpa-announces-latest-winner-gwen-flet/

04.01.2022 Interesting speech on house prices by the reserve banks governer: http://t.co/BQNKcxsk. Suggest house prices may not be massively over valued. Hard to argue they are cheap however..

02.01.2022 The Dolfinwise Ladies on Melbourne Cup Day. Congratulations Bronnie - Winner of Best Dressed!

02.01.2022 Jason has been quoted in todays Ninemsn article - http://www.health.ninemsn.com.au//financial-strain-makes-y

01.01.2022 FPA Futures2 Gala Dinner

01.01.2022 The Dolfinwise Team

01.01.2022 Dolfinwise is proud to be sponsoring the Riverside Junior Rugby Union Club in 2013. The successful Bulimba based club has teams from u6 to u15s and has a few spots left for players in most age groups for the 2013 season. If you have a budding Wallaby in the family, contact [email protected] . http://www.pitchero.com/clubs/riversidejuniorrugbyunionclub