DolFinwise

DolFinwise At DolFinwise, we help busy people make confident financial decisions. We believe advice should bring clarity, not confusion.

With thoughtful strategy and honest conversations, we build long-term plans that support your goals, now and into the future. Dolfinwise is a Brisbane based firm that provides financial advice, retirement planning, superannuation and investment advice to select clients. Dolfinwise prides itself on avoiding conflicts of interest and is an authorised representative of Paragem Pty Ltd (AFSL no.297276). Paragem is a Principal member of the Financial Planning Association.

EOFY is almost here, and if you haven't reviewed your super yet, now is the time.From contribution caps to the carry-for...
28/05/2026

EOFY is almost here, and if you haven't reviewed your super yet, now is the time.

From contribution caps to the carry-forward rule, there are strategies that could make a real difference to your retirement outlook before 30 June.

We've broken it all down in our latest blog. Give it a read and reach out if you have any questions.

👉 https://www.dolfinwise.com.au/latest-news/53585
📞 (07) 3832 5777
📧 [email protected]

Sometimes the most valuable thing you can do isn't act fast. It's get clear first.Whether life has recently shifted or y...
27/05/2026

Sometimes the most valuable thing you can do isn't act fast. It's get clear first.

Whether life has recently shifted or you're simply wondering if your money could be doing more, one conversation with the right adviser can change the trajectory of what comes next.

That's what we're here for. The DolFinwise team is always happy to have a relaxed, no-pressure chat about where you're at and what your options look like.

📞 (07) 3832 5775 📧 [email protected]

Say hello to Sarah Granger, our Senior Paraplanner and in-house technical specialist! 👋Sarah has been part of the DolFin...
21/05/2026

Say hello to Sarah Granger, our Senior Paraplanner and in-house technical specialist! 👋

Sarah has been part of the DolFinwise family since 2014, and her expertise across superannuation, retirement strategies, insurance structuring and complex legislation is what keeps our advice process running at its best. She's also been a passionate mentor to many paraplanners throughout her time here.

Outside of work you'll find her cooking, chasing good coffee, staying active or reading a non-fiction book.

We're lucky to have her! Book a complimentary consultation today to learn how DolFinwise can support your financial journey.

[email protected] I 07 3832 5777

The Federal Budget is in — and while there's a lot to take in, we've kept it simple.Swipe through our summary to see wha...
20/05/2026

The Federal Budget is in — and while there's a lot to take in, we've kept it simple.

Swipe through our summary to see what's changing across tax, investments, and aged care. A few highlights:

Personal tax rates are dropping from 1 July 2026
Negative gearing and capital gains tax rules are shifting for new property purchases
Super? No major changes — but Division 296 tax kicks in from July
Just remember, these are still proposals. Nothing is locked in until it passes parliament.

Got questions about what this means for you? We're here. Give us a call or send us a message.

📞 (07) 3832 5777 | [email protected]

There's a difference between reducing your tax bill and actually building your future.Some strategies look great on pape...
14/05/2026

There's a difference between reducing your tax bill and actually building your future.

Some strategies look great on paper at tax time. But without the right context, your goals, your income, your timeline, they can quietly create bigger problems down the track.

With 30 June coming up fast, now's a good time to ask: is your tax strategy actually working for you, or just working?
We'd love to help you find out. Book a complimentary consultation today.

(07) 3832 5777 · [email protected]

We warmly welcome Rebecca as the newest member of the DolFinwise team! 🐬Rebecca brings extensive experience leading team...
12/05/2026

We warmly welcome Rebecca as the newest member of the DolFinwise team! 🐬

Rebecca brings extensive experience leading teams across professional services, with a background in both the legal and retail banking industries. She is known for building trusted relationships and making every client feel supported, informed and valued throughout their financial journey.

Outside of work, Rebecca loves to read and expresses her creativity through music and the arts. As a Brisbane local, she is happiest when she is in or around the water. 🌊

Welcome to the team, Rebecca! We are so glad to have you.

If a tax strategy keeps you awake at night, it's probably not the right one.Good planning should bring confidence, not a...
07/05/2026

If a tax strategy keeps you awake at night, it's probably not the right one.

Good planning should bring confidence, not anxiety. Our latest blog looks at what genuinely effective tax planning looks like, and why coordination almost always matters more than complexity.

Read it here: https://www.dolfinwise.com.au/latest-news/53546

MEET THE TEAM 🐬Say hello to Nick, one of our team members at DolFinwise!Currently studying a Bachelor of Advanced Busine...
04/05/2026

MEET THE TEAM 🐬
Say hello to Nick, one of our team members at DolFinwise!
Currently studying a Bachelor of Advanced Business (Honours) at UQ, Nick is a born-and-raised Brisbane local who thrives on collaboration and helping clients work toward their goals. Outside of the office, you'll find him at the gym, on the cricket pitch, or taking way too long to decide on a Uber Eats order... only to choose his usual every time. 🏏

Book a complimentary consultation with one of our experienced advisers today.
https://www.dolfinwise.com.au/our-team

Some of life's biggest financial decisions come with a lot of questions.Whether you're approaching retirement, you've re...
29/04/2026

Some of life's biggest financial decisions come with a lot of questions.

Whether you're approaching retirement, you've recently sold a property or business, or you've come into a lump sum - knowing what to do next isn't always straightforward. And getting it wrong can be costly.

At DolFinwise, we help people navigate these moments with clarity and confidence. Swipe through to see how we can help, and get in touch to book your complimentary first meeting today.

📞 (07) 3832 5777
📧 [email protected]

A health scare has a way of shifting your perspective. For Marcus and Fleur, it was the nudge they needed to make sure t...
27/04/2026

A health scare has a way of shifting your perspective. For Marcus and Fleur, it was the nudge they needed to make sure their financial plan reflected the life they actually wanted to live, not just the one they were saving for someday.

With the help of their financial adviser, they found a way to enjoy today without losing sight of tomorrow. If life has thrown you a curveball lately, it might be time to check in on your goals.

Read the full story here: https://www.dolfinwise.com.au/latest-news/53479

Address

Level 2, 101 Wickham Terrace
Brisbane, QLD
4000

Opening Hours

Monday 9am - 5am
Tuesday 9am - 5am
Wednesday 9am - 5am
Thursday 9am - 5am
Friday 9am - 5am

Telephone

+61738325777

Website

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