Articles

Placing your family wealth in trust
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The basic function of a trust is to separate control and ownership. The result of using a trust is that assets are protected and profits are distributed in the most tax-effective way. There is no ‘one-size-fits-all’ type of trust. The trust you use depends on many factors, such as the type of asset or business, […]


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The power of “average”
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When financial markets experience volatility, many investors obviously worry; but what are the real effects of a “volatile market”? If you are a long-term investor, with a timeframe of five years or more, you cannot afford to overlook the benefits of growth investments such as shares or property. As an astute investor you will be […]


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A good time to review your insurance
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Not a year goes by without some part of Australia being devastated by a natural disaster. Bushfires, floods, storms and tropical cyclones are a part of our lives. And as we’ve witnessed in recent years, destructive weather patterns and events occur regularly throughout the year, often with little or no warning. This means that any […]


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10 common financial mistakes before retirement
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Many of us would like to think that ‘older’ means ‘wiser’, but when it comes to money that isn’t always the case. The complexity of Australia’s superannuation and pension systems doesn’t help. The upshot is that there are a number of common mistakes that retiring and retired Australians make. What are those mistakes and how […]


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Happy Easter 2019
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Happy Easter to all our clients and we hope you have a safe relaxing holiday period. This being the Federal Budget edition of our newsletter, there is surprisingly little to report on with respect to the actual budget. There is much greater interest in the tightening federal election contest. A couple of Superannuation changes were […]


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Where does the money go when the share market “corrects”
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During a share market correction or downturn the media will report that a certain market has ‘lost’ billions of dollars. But what happens to all that money and where does it go? Is it really lost? The answer is that it is purely a book figure – a ‘paper loss’. There is no magical drain […]


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Is your Will still relevant?
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Many of our best laid plans rarely follow through exactly as we might have hoped. However, it’s another story when it comes to planning for what happens after we’ve left this planet. Our ideas about who will benefit from our estate could potentially change often during our lifetime. Estate planning ensures that when we die, […]


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Generational Risk Management
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Personal risk management is a critical foundation stone of any financial plan. The key personal insurances are: Life insurance. This pays a lump sum benefit when you die. Total and permanent disability insurance (TPD). A lump sum is paid if you meet the policy definition of being totally and permanently disabled. Income protection (IP) insurance. […]


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Does the value of the Aussie dollar affect you?
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You might think that only importers and exporters pay attention to the value of the Aussie dollar, but movements in the exchange rate affect us all. After peaking at US$0.81 in late January 2018 the Australian dollar fell as low as US$0.70 in October. It also fell against a number of other currencies. A falling […]


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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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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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