Welcome

About Dolfinwise

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).

Our Mission

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

DolFinwise TeamGroup - web large

Dolfinwise Team

 

 

 

 


Super Strategies

Salary sacrifice, super contributions splitting, Government co-contribution and small business CGT concessions are just a few strategies involving superannuation and contributions that can provide a number of benefits to individuals.

Transition to Retirement

A TTR pension is generally established by people working towards retirement to either assist them in winding down their working hours or to take advantage of the tax concessions associated with superannuation.


Personal Insurance

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.

Setting Up A Self Managed Super Fund

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.


Contact Us

p. +61 7 3832 5777
f. +61 7 3832 5778
e. admin@dolfinwise.com.au

Planning on Investing? Have you considered a Super option?
Dolfinwise adviser Jason Bragger has been selected as the Superannuation Expert in the Financial Planning Association's "Financial Planning Week". Read Jason's Super & Investment Blog here.
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Dolfinwise announce merger
Dolfinwise is proud to announce the merge of Cameron Renshaw & Associates with Dolfinwise commencing 1st June 2013. Financial adviser Howard Querido will join the merged firm
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Why the churn debate has to change
The Financial Services Council’s approach to ‘churning’ is anti-competitive and incompatible with a free market economy. Dolfinwise financial adviser Jason Bragger has once again featured in this week's IFA Magazine.
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Gaining consumer trust a risky business
Why when Financial Planner’s services are so critical are they not embraced by the public and society at large like the family doctors are? Read the article by Dolfinwise adviser Jason Bragger featured in this week's IFA Magazine.
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