Building, Preserving, and Transitioning Generational Wealth for Forward-Thinking, High Net Worth Families.
Experience the dozzi difference:
Tailored Independent Financial Advice
and Investment Management.
Dozzi’s
difference.
Whether it’s our independence, meaning we don’t accept commission or incentives, or our experience and boutique size, we operate in a manner which we believe best services our clients.
Embrace the dozzi difference: a financial advisory firm that truly cares about being different for the benefit of our clients.
Achieving lasting success for your family requires a comprehensive and meticulous understanding of who you are and where you want to go. Our commitment to truly knowing our clients sets us apart, never settling for what's conventional or easy.
Understanding Your Unique Vision
We pride ourselves on our independence, which means we work exclusively for our clients, not for banks or product providers. We don't accept commissions or incentives, ensuring that our advice is transparent and unbiased. Our transparent fee structure reflects our commitment to exceptional service in an industry where such commitment is rare.
Independence & Transparency
Our clients are never just a number. We focus on fostering deep, lasting relationships with a select number of families. We intentionally limit the number of clients we serve to ensure we can provide the level of service and experience we believe each client deserves. In a world where bigger companies are often seen as better, we believe in the power of small giants and the value of the uncommon approach.
Limited Client-Base, Unbound Potential
Building generational wealth takes a team of fully engaged professionals who are aligned with your family's vision. We don't just offer accessibility; we actively collaborate with your existing professional network to create a unified team that delivers efficient and effective outcomes.
Collaboration
Our focus is not just on the actions we take and investments we make, but also on the options we consciously decide not to pursue. Every decision is carefully evaluated to sidestep potential pitfalls and safeguard your wealth and future generations. In a world where exciting and novelty investments often steal the spotlight, we take pride in our substantial investment expertise which guides our clients to their desired destination. By circumventing unnecessary investment pitfalls, losses, and the all-too-common unfulfilled promises of exponential returns, we ensure the long-term security and stability of your financial legacy.
Protection & Prudence
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What our clients
say about us.
Our success is defined by the extent to which we achieve our clients’ vision and positively influence their lives, from ambitious individuals building their wealth to those seeking to protect and maximise a lifetime’s worth of hard work. We pride ourselves on offering unbiased, highly-personalised advice that empowers clients and future generations to thrive and prosper throughout life.
Independent Advisers
dedicated to your success.
Our close-knit team of highly-credentialed professionals
boasts decades of experience, providing award-winning service
tailored to your unique needs.
Tailored Solutions
for unique situations.
We understand that each family requires a different approach. While we could list standard services like personalised financial plans, bespoke investment portfolios, commission-free insurance, or tax and succession planning, the truth is our multifaceted team is prepared to address all of your financial needs. So, let’s begin the conversation by understanding your primary motivation for seeking advice.