DolFinwise

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.

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

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]

Does tax time sneak up on you every year?

You're not alone. As financial life gets more complex, it's easy for tax time to feel reactive and rushed. But it doesn't have to be that way.

Our latest blog explores how a clear, joined-up view of your finances can turn tax time from a source of stress into a genuinely useful moment to review and move forward with confidence.

Have a read here 👉 https://www.dolfinwise.com.au/latest-news/53646

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 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 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 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 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 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.