Brisbane Financial Planners | Financial Advice

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 Australians 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

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 adversities and opportunities.

Jason Bragger
Principal

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.

About the Dolfin

Dolphins are among the most intelligent animals on the planet. Their often friendly appearance and desire to please are attributes that we aspire to emulate at Dolfinwise.

Specialists in:

Family superannuation funds (SMSFs)
Business succession
Family law financial advice

Brisbane Financial Planners and Advisors

Retirement Planning

Superannuation

Investment Advice

Goal Setting

& Financial Security

Risk Management

& Estate Planning

Our mission

Specialists in:

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