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Our Clients

Dolfinwise has a diverse client base of successful people from all walks of life including many small to medium sized business owners, executives, professionals and retirees. Our clients are those who desire financial advice that is free from conflicts of interest. Generally our clients are ethical people to whom we believe we can add significant value to through our advice.

Dolfinwise is selective about clients we take on as we only have a limited capacity to service clients. We take great pride in our service standards and to avoid dropping we will also only take on a very limited number of new clients each month. We are more than happy to field enquiries as to current vacancies for an introductory appointment. We do however give priority to friends or family of existing clients or those who have an accounting referral.

Investment Advice: About
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