Many Australians do not have sufficient insurance cover in place. Personal insurance such as life, total and permanent disability, trauma and income protection can provide a lump sum benefit or regular income stream to financially support a person and their family should the unexpected occur.
Dolfinwise is a Brisbane based firm that provides financial advice, retirement planning, superannuation and investment advice to select clients. Dolfinwise is an authorised representative of Paragem Pty Ltd (AFSL no.297276).
Our mission is to make a difference in the lives of our clients through the highest standards of both financial advice and service. Acting with integrity, we will challenge those who commit to working with us to achieve their aspirations, while assisting them to navigate both life’s adversities and opportunities. Jason Bragger & Howard Querido, Principals
FPA Professional Practice
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.’
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This guide outlines the steps to setting up a Self Managed Super Fund and provides a simple explanation of the rules and regulations that apply to SMSFs and their trustees.
There are several types of income streams available to retirees, each offering potential advantages and disadvantages.
A balanced Estate Plan is not limited to the preparation of a Will, but can include preparing Powers of Attorney, Binding Nominations or reversionary nominations for Superannuation along with insurance planning, consideration of Testamentary Trusts, Succession planning for businesses as well as dealing with entities such as Trusts and Companies.