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Estate Planning

Estate Planning is the process of ensuring the right people get the right amounts of money and assets at the right time. It is important to ensure that solid Estate Plans are in place which will effectively and accurately distribute estate assets in accordance to the testator’s wishes. Not only will an effective Estate Plan allow the deceased to distribute their assets to their chosen recipients but it will ensure that they are distributed in the most beneficial way. There are many elements that can be included in an Estate Plan but it is important to seek expert advice to ensure your Estate Plan is valid.

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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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