Blog

Dolfinwise Market Update February 2018
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The year has started with volatility in the financial markets like we haven’t seen for many years. On Monday night, the US market suffered the biggest percentage drop since August 2011, reversing the strong gains experienced during the month of January.   Whilst the “noise” in the media in relation to the recent market gyrations may […]


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8 ways to help kids with their money
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Each new generation will treat money differently to the last, but children of the 21st Century certainly have many more uses for money than those of the last century. Not all that long ago a bike or a doll was a 5-year-old’s dream gift; now it’s an iPad! Attitudes and activities are changing much earlier […]


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Sequencing risk: the order things
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As financial advisers, we talk a lot about risk, so what is sequencing risk? Let’s begin with an example… Wayne and Chris each contribute $20,000 per year to their superannuation funds for 10 years. They both earn an average return of 5% per annum, after tax and fees, and from Years Two to Nine they […]


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Wealth planning across the ages
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For previous generations of Australians, retirement usually meant ceasing work and hoping to live long enough to qualify for the age pension. Apart from the family home and personal belongings there were usually no substantial assets to leave behind for children or other family members. Superannuation has changed this considerably. The super impact Superannuation became […]


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An often forgotten aspect of insurance
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When most people think about financial planning they tend to focus on the wealth creation side of things, but often forget about the wealth protection. Building a financial plan without adequate insurance is like building a house on flimsy foundations. Comprehensive insurance cover can be a significant expense; however these costs can be made more […]


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Trauma insurance fills the gaps
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According to an Australian Bureau of Statistics report published in March 2016, heart disease and stroke continue to remain two of three most common causes of death in Australia accounting for over 30,000 fatalities in 2014. Incredibly, thousands of Australians are underinsured or have no insurance in place to cover the expenses incurred by such […]


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Has your life changed recently?
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The busier we get the more we tend to put off the important things. Often the last subject we want to think about is our will or other estate planning requirements. Living life always seems to get in the way! Sometimes that’s not our fault, especially if there has been a crisis or major change […]


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Explaining the upcoming $1.6m transfer balance cap
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Of all the major changes to superannuation coming this year, probably the most confusing is the new “transfer balance cap”. In this article we’ve answered the most common questions to help you understand how it will work and to plan ahead. What is the transfer balance cap? The transfer balance cap is a new limit […]


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Trust Deed Upgrades
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A common question asked by Trustees of Self Managed funds is: “How often should I update my Trust Deed?” In particular, we recommend that the trust deed has clauses that allow for the following issues to be dealt with: Amendment of the Trust Deed, The appointment of a corporate trustee, The fund is able to […]


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When your kids won’t leave home
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Remember a time when kids couldn’t wait to leave home so they could have their own “pad”? Those days are definitely over with one and a half million adult children now preferring to continue living with Mum and Dad well into their late twenties (and sometimes older!).


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Contact Us

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The Right Start
Bronnie Abraham recently featured in the Financial Planning Magazine as the latest winner of the Gwen Fletcher Memorial Award for being the highest achiever in the CFP Certification Unit.
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Bronnie Abraham wins Gwen Fletcher Memorial Award
Dolfinwise financial planner Bronnie Abraham is the winner of the latest FPA Gwen Fletcher Memorial Award
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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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