-
Retirement Planning
Retirement Planning is about helping people achieve the life style goals and objectives that are important to them...more
-
Superannuation
Superannuation is a complex area and the rules are forever changing. Almost all Australian’s have a Superannuation account... more -
Investment Advice
The right strategy
After helping clients get the right strategies and structures in place we put significant emphasis on getting the investment portfolio right... more -
Goal Setting
& Financial Security
Dolfinwise clients all have different circumstances, and aspirations therefore need different advice... more -
Risk Management
& Estate Planning
Protecting the outcome against things going wrong is an important aspect of a well made plan... more
Intelligent advice with integrity
Our mission
Our mission is to make a difference in the lives of our clients through the highest standards of both advice and service.
Acting with integrity, we will challenge those who commit to working with us to achieve their aspirations, while assisting them navigate both life’s opportunities and challenges.
Dolfinwise is a Brisbane based firm that provides financial advice, retirement planning, superannuation and investment advice to select clients. Dolfinwise prides itself on avoiding conflicts of interest and is an authorised representative of Paragem Pty Ltd (AFSL no.297276). Paragem is a Principal member of the Financial Planning Association.
Recent Articles 
- First quarter 2010 Economic Update
- November 2009 Economic Update
- The highlights over the October month include:
an increasingly hawkish stance being embraced by the Central Bank, a housing recovery that is gaining momentum, a positive reassessment of Australia’s economic
prospects, wobbles on world stock markets... - Superannuation contribution eligibility
- A regulated superannuation fund can accept contributions (subject to more restrictive fund rules) provided the following conditions are met..
- Housekeeping tax offset
- The maximum housekeeper tax offset for the 2008/09 financial year was $2,108 if the taxpayer had a dependent child or student and $1,759 if the taxpayer did not have a dependent child or student....
- The great commission debate
- The financial planning “profession” grew out of the life insurance industry. This industry consisted for many decades of insurance sales people who professed to be nothing more than that....
- Business succession planning
- Most people are familiar with the concept of personal Wills, but how many would consider the same issues for their business?