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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.

14/07/2026

Wondering when the right time to retire is? You don't have to guess. Our latest blog looks at how seeing your options clearly can turn "can we afford to retire?" into a decision you feel confident about.

Read it here: https://www.dolfinwise.com.au/latest-news/53765

13/07/2026

Your super is working away in the background, but is it working as hard as it could be? A small conversation now can make a real difference later. Book a complimentary consultation and let's take a look together.

📞 (07) 3832 5777
📧 [email protected]

09/07/2026

"Do you think we could actually retire at 60?"

If you and your partner have been quietly wondering, you're in good company. The good news is retirement timing is rarely a yes-or-no answer.

Once you can see the trade-offs clearly, the decision becomes much easier to make together.

Our latest blog looks at how scenario planning can turn "will it last?" into a question with a real answer:

https://www.dolfinwise.com.au/latest-news/53765

01/07/2026

Today, we shine the spotlight on Rebecca Steinhardt, our Client Services Manager.

Rebecca joined Dolfinwise in 2026, bringing with her extensive experience leading teams across professional services environments.

Having held a National Manager position within a major law firm, Rebecca led teams in high-pressure, fast paced environments, driving operational excellence while maintaining a strong client-first focus. Her commercial acumen deepens her understanding of financial systems and the importance of delivering tailored, thoughtful support to clients.

Rebecca is committed to delivering a high standard of service and ensuring every client feels supported, informed, and valued throughout their financial journey.

If you’d like to learn more about how Rebecca and DolFinwise can support your financial journey, book a complimentary consultation today.

[email protected] | 07 3832 5777

29/06/2026

Did you know you can stay up to date monthly with DolFinwise?

Sign up to our newsletter and receive regular financial insights, financial news and useful tips.

Follow here to sign up 👉 http://eepurl.com/jtXKKw

24/06/2026

Receiving an inheritance often comes at one of the hardest times in your life — and suddenly you're expected to make big financial decisions while you're still grieving.

You don't have to have it all figured out straight away. But knowing where to start (and what to avoid) makes all the difference.

Want tailored advice for your situation? Your first meeting is on us.

📞 (07) 3832 5777 | dolfinwise.com.au

22/06/2026

Read the full article: https://www.dolfinwise.com.au/latest-news/53648

Coming into an inheritance? First piece of advice: don't rush.

It often arrives during one of the hardest periods of your life, and suddenly there's pressure to do something with it — pay off the house, buy a property, help the kids. But acting too fast is one of the most common (and costly) mistakes people make.

At DolFinwise, we help individuals, couples and business owners navigate these moments with clarity and confidence.

17/06/2026

Retirement should be about living the life you've worked hard for. At DolFinwise, we help you plan for the lifestyle and goals that matter most to you.

Book a complimentary consultation today and let's map out your next chapter together.

15/06/2026

We’re excited to shine a spotlight on Matthew, our Client Services Officer at DolFinwise!

Matt began his journey with Dolfinwise as a Customer Service Officer while studying at University. Having graduated from Iona College, Matt developed a strong academic foundation and a genuine interest in working with people and understanding their goals. He is passionate about the strong role teamwork plays in delivering meaningful outcomes for clients, and values building positive relationships through collaboration and communication.

Matt brings an approachable and grounded perspective to his work and is motivated by helping clients work towards their goals and contributing to an environment where clients feel supported and confident throughout their journey.

We’re so glad to have him on the team! If you’d like to learn more about how Matt and DolFinwise can support your financial journey, book a complimentary consultation today.

[email protected] | 07 3832 5777

11/06/2026

Tax time has a way of arriving suddenly every year. 📋

But here's the thing: the stress usually isn't the paperwork itself. It's the uncertainty. Not knowing whether you're positioned well, or whether the decisions made throughout the year are actually working in your favour.

Our latest blog looks at why treating tax time as a checkpoint rather than a deadline can make all the difference, and what's worth quietly revisiting before the end of June.

Give it a read via the link below. 👇
https://www.dolfinwise.com.au/latest-news/53646

💬 Questions about your financial position? We're always happy to have a conversation. Book a complimentary consultation with the DolFinwise team.
📞 (07) 3832 5777
📧 [email protected]

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

http://www.dolfinwise.com.au/

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