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]

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]