Dolfinwise takes very seriously its relationship with its clients. We believe that the trust placed in us to manage and advise upon our clients financial affairs should never be taken for granted. Nor should it be compromised in any way. As a result of this firm belief, Dolfinwise is paid directly by its clients a fixed agreed amount each year for the services provided. By avoiding incentive payments from product providers, we ensure that our clients know that they can trust our advice to be provided in their best interests.
The following fees apply to clients who Dolfinwise engages on a proactive basis:
We charge an annual advice fee based on the amount and complexity of work involved:
|Standard fees||$2,200 – $8,800|
Where possible we negotiate volume rebates with product providers and thereby reduce the cost of client portfolio administration.
We usually charge an engagement fee to cover the work involved in advising a new client prior to them commencing on our ongoing advice service:
|Initial Statement of Advice||Standard||$1,650 – $6,050|
|Personal Insurance advice|
Insurance advice may be paid for directly by clients or at their preference, some of our clients ask we receive our remuneration for the advice via a commission paid by the product manufacturer to help with cashflow.
Contact Usp. +61 7 3832 5777
f. +61 7 3832 5778
Dolfinwise in the News
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.
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.
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