eBooks

The Dolfinwise team have created a series of eBooks relating to a number of financial planning topics. To download your free copy, simply follow the link and enter your details to have your chosen eBook sent straight to your email.

Had the hair. Too bad you


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.

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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.

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Retirement Income Streams

There are several types of income streams available to retirees, each offering potential advantages and disadvantages.

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Estate Planning

A balanced Estate Plan is not limited to the preparation of a Will, but can include preparing Powers of Attorney, Binding Nominations or reversionary nominations for Superannuation along with insurance planning, consideration of Testamentary Trusts, Succession planning for businesses as well as dealing with entities such as Trusts and Companies.

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Contact Us

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

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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