Financial planning clients
What our clients say

Dolfinwise has a diverse client base of successful people from all walks of life including many small to medium sized business owners, executives, professionals and retirees. Our clients are those who desire financial advice that is free from conflicts of interest. Generally our clients are ethical people to whom we believe we can add significant value to through our advice.

Dolfinwise is selective about clients is takes on as we only have a limited capacity to service clients. We take great pride in our service standards and to avoid dropping these will also only take on a very limited number of new clients each month. We are more than happy to field enquiries as to current vacancies for an introductory appointment. We do however give priority to friends or family of existing clients or those who have an accounting referral.

Testimonials

Mr Robert Cupit – Retired Builder

Jason Bragger of Dolfinwise has been our adviser for over 10 years. During this time we have found Jason’s commitment to providing excellent service and quality advice exceptional. Jason has been very proactive in keeping us up to date with the latest changes in the economy that may impact our situation. We have grown to trust Jason’s advice implicitly and would recommend him to anyone looking for a financial adviser to guide them through retirement.

 

Ms Heather Humphrey - Investor

I have been a client of Dolfinwise and Jason Bragger for 6 years. During this time Jason has guided me through numerous changes in my life. When I have needed advice and Jason is always available to discuss financial issues and regularly puts suggestions to me regarding ways to improve my position. I have also been impressed with Jason’s willingness to engage with my other advisers (Accounting, Legal and Finance) to ensure that my overall strategy is sound.

 

Malcolm Burrows - Commercial Lawyer

Jason has been our financial planner for a number of years. Through the recent downturn, Jason has always been empathetic and personable. He is also creative and comes up with a variety of outside the box strategies. He is very knowledgeable and his business model means that he is not tied to one product or service provider, which makes him relatively unique. I would thoroughly recommend Jason.

 

Financial planning services

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