What our financial planning clients say
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.
Jason Bragger of Dolfinwise has been our adviser for over 10 years. During this time we have found Jason’s commitment to providing excellent service and quality advice exceptional. Jason has been very proactive in keeping us up to date with the latest changes in the economy that may impact our situation. We have grown to trust Jason’s advice implicitly and would recommend him to anyone looking for a financial adviser to guide them through retirement.
Mr Robert Cupit – Retired Builder
Howard Querido has been our financial adviser for the past 7 years. He has been responsible for drawing up our “Wealth Plan ” and the implementation thereof as well as managing our Insurance and Estate planning for a complex Business and Trust structure. We can highly recommend Howard as very knowledgeable, diligent and he always works with integrity to achieve the best possible outcomes for his clients.
Dirk & Wendy Pretorius – Frosty Boy Australia
I have been a client of Dolfinwise and Jason Bragger for 6 years. During this time Jason has guided me through numerous changes in my life. When I have needed advice and Jason is always available to discuss financial issues and regularly puts suggestions to me regarding ways to improve my position. I have also been impressed with Jason’s willingness to engage with my other advisers (Accounting, Legal and Finance) to ensure that my overall strategy is sound.
Ms Heather Humphrey – Investor
It has been such an enormous pleasure to have worked so closely with Howard Querido over the past 6 years. Howard’s approach to financial advising has always been very considered and thoughtful. We are not overly financially literate people, but Howard has consistently been able to explain complex ideas to us in very clear, simple terms. We have appreciated his gentle, thoughtful and moderate approach to big decisions. As young parents we feel we have been guided by Howard in a ‘holistic’ way that has improved not only our long-term financial outlook, but also the life we now lead. We could not recommend Howard Querido more highly!
Ryan & Danielle Renshaw – The Film Garden
Jason has been our financial planner for a number of years. Through the recent downturn, (and two margin calls) Jason has always been empathetic and personable. He is also creative and comes up with a variety of outside the box strategies. He is very knowledgeable and his business model means that he is not tied to one product or service provider, which makes him relatively unique. I would thoroughly recommend Jason.
Malcolm Burrows – Commercial Lawyer
We met Howard Querido in 2004 on the recommendation of our banker. We had asked for an adviser not employed by a bank and not committed to selling the bank`s financial products. It proved to be the right step for us. We were very fortunate to meet Howard – he was exactly what we had hoped for. We were not only concerned about a few investments or money. Our goal was to develop and execute a plan to invest our significant savings during the last few years of Ulrich´s career in order to secure financial independence in retirement. Over all the years, when we saw a major crash in the market and very high levels of volatility, we received excellent and comprehensive advice. Howard always took the time to listen very carefully to what was going on in our lives and what we wanted to achieve – sometimes rather complicated when working and living in Germany and the Czech Republic. The eventual plan was to move back to Australia after retirement and to travel the world from here. If you are looking for a very competent financial adviser who listens to your needs, develops the optimal strategy with you, continuously works with you to adjust the strategy when your situation and goals change and last, but not least, takes care of efficient execution and transparent documentation, we believe Howard Querido would do an excellent job for you as well.
Dr. Ulrich Jobs and Yvonne Woodfield – Investors
Jason is a BRILLIANT financial planner and he has all of the best qualities of a professional adviser. He is highly client focused and cares deeply about the outcomes his clients achieve. I greatly admire Jason’s ability to make complex situations seem simple and clear. I also respect his ability as a business owner and leader and I see him at the forefront of professional Financial Advisers.
Baz Gardner – Former Colleague
I first used Jason’s financial expertise and advice over a decade ago. Since then, both our friendship and my respect for his work have grown considerably. Jason has the ability to explain complex financial strategies in an easy-to-understand way. Always at the leading edge of his industry, I highly recommend his services. He’s a true asset in your financial prosperity and wellbeing.
Craig Wyld – Marketing Consultant
I have engaged Jason on several assignments for family law and business clients of ours over many years. Jason consistantly delivered high quality innovative, and cost-effective financial solutions which met our clients’ needs in the Family Law (property settlement) area in general (and Superannuation Splitting arena in particular) as well as other diverse fields such as general investment advice. Jason is trustworthy, client focused and diligent. It is with pleasure that I recommend his services.