Retirement Planning

At Dolfinwise Retirement  Planning is about helping people achieve the life style goals and  objectives that are important to them. Retirement means different things to  different people. For some it is becoming a grey nomad and travelling  Australia, for others it’s endless days sitting on the back porch. Maybe it’s  the opportunity to reduce the golf handicap or perhaps try a whole new career as an unpaid volunteer.

Money in our view should not be an objective in itself, so our job is to help clients make wise choices with the wealth they have accumulated so they can maximise the life style afforded them by a lifetime’s hard work.

When making decisions as to the strategies and structures we recommend, the types of income streams appropriate, and the mix of investments, we are always mindful of what impact these decisions will have on our clients. As part of our retirement planning service, we focus heavily on clients achieving their lifestyle objectives rather than focussing solely on taxation savings or leaving a large legacy.

As we strive to operate free from conflicts of interest, our retiring clients can be confident that we are making recommendations based what we think is in their best interests. This is both in the short term and when making decisions that may affect the rest of their lives and perhaps their childrens’ lives. We believe that this is the key to effective retirement planning.

Contact Us

p. +61 7 3832 5777
f. +61 7 3832 5778

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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