DolFinwise

"Tyler and Jason from Dolfinwise helped create a financial plan for my mother to support her move into aged care. The care and attention to detail was outstanding. I am now a happy client with my own plan with the team. Highly recommend their services."

Whether it's supporting a loved one's next chapter or planning your own, we're here to help. Get in touch with our team today. Call 07 3832 5777 or email [email protected]

You know the date. Let's make the plan.

Whether retirement is a few years away or just around the corner, it helps to know exactly how you'll get there. We'll work alongside you to shape a plan that fits the life you want.

Get in touch with our team today to find out how we can help.
Call 07 3832 5777 or email [email protected]

Great to see Tyler out on the pitch for the second annual Premiers XI v Corporate FC Challenge Cup Charity Match! ⚽

Tyler suited up for Corporate FC, who fought hard for the win in a high-scoring match against Queensland Government Ministers and MPs — all in support of a great cause. Together, the event raised over $21,000 for Childhood Cancer Support Australia.

A brilliant example of football, government and industry uniting for community impact. Proud to have been part of it, Tyler!

Big thanks to Craig Nicholls from smartlux for inviting Tyler.

Learn more here 👉 https://www.ccs.org.au/

A quick look at what's been keeping the DolFinwise team busy behind the scenes.

Jason and Tyler recently attended the Investment Perspectives Forum in Brisbane, hosted by Hannemann and Brown, a day bringing together some of Australia's leading financial advisers to hear from investment experts and connect with peers.

Our investment committee met for the first quarter of financial year 2026, bringing together Jason, Tyler and Archer from the Dolfinwise team, alongside Fil Andronaco, Adrian Nesci, and Stephen Pooled from InvestSense.

Different settings, same aim: making sure the thinking behind your advice stays sharp.

You've made good money, but is it actually secure?

For a lot of business owners, wealth grows quietly out of running the business, rather than from a deliberate financial plan. That's completely normal, but it's worth taking a step back every so often to check how solid things really are.

Our latest hero blog looks at the difference between success and real financial security, with a few honest questions worth reflecting on: https://www.dolfinwise.com.au/latest-news/54048

It's R U OK? Day.

Money worries are one of the most common things people carry quietly, often because they don't feel like there's a comfortable way to bring it up. But a genuine conversation can make a real difference, and it doesn't need to be about fixing anything straight away.

Today, take a moment to check in with someone. Just ask.

More on starting the conversation: https://www.ruok.org.au

New on the blog: what does financial security actually look like once a business has done well?

Turns out making money and protecting it are two different skills. This month we're looking at what real financial security looks like for business owners, beyond the numbers: https://www.dolfinwise.com.au/latest-news/54048

Is your business structure still earning its keep? Most business owners set theirs up once and never look at it again — even as the business, and the risks, change.

Swipe through three questions worth asking before your next big decision. If any of them get you thinking, that's exactly what a complimentary consultation is for. Book yours today on (07) 3832 5777 or [email protected].

How much super is actually "enough"? It's one of the questions we're asked most, and honestly, the answer looks different for everyone. What matters is knowing where you stand, and whether you're tracking toward the retirement you want.

If that's something you've been wondering about, it might be a conversation worth having. Book a complimentary consultation on (07) 3832 5777 or email [email protected].