We are mid-way through the first quarter of 2019 and many of us have greeted the new year with open arms. The final quarter of 2018 saw the undoing of the remarkable growth most investors picked up during the calendar year.
The ifa Excellence Awards recognise the work done by Australia’s independent and non-institutional financial advisers, as well as their support staff and service providers, giving the industry a chance to celebrate the achievements of the community as a whole.
Independent Financial Advice firm dozzi put together a Casino Royale Charity Fundraiser at the Indooroopilly Golf Club to support Mater Little Miracles on Saturday 28 July. Guests enjoyed testing their luck on The Real Deal Fun Casino tables with the complimentary dozzi funny money. More than $31,000 was raised from the night for seriously ill and premature babies. Although the Casino Royale has come to an end, their fundraising activities are still in full swing as they prepare to lead the Running CEO’s challenge.
The Young Leaders in Finance Awards winners have been announced by Momentum Media, with dozzi Financial Advice’s Managing Director Caleb Dozzi taking out Director of the Year.
The inaugural awards ceremony, held at Sydney’s Hyatt Regency, saw more than 20 of tomorrow’s financial services sector leaders recognised for their outstanding contributions to the industry.Continue reading
A drive for client-centric practice coupled with an impressively extensive career in finance considering his age, has led Brisbane-based Caleb Dozzi, senior adviser and managing director of Dozzi Financial Advice, to succeed in the Young Achiever category this year.
Following a different path from his music and sports-orientated siblings, Dozzi began working at his grandfather’s finance firm in a part-time role in 2002 when he was just 15, making it almost 15 years in the financial services industry.Continue reading
Ok, so… how to save money or make it work for you! Simple concept, good intentions, but for some reason the outcome evades the vast majority of us.
When considering your savings goals, techniques or prior failures, it’s important to remember that saving money (or in some cases paying off more debt) at its core is predominantly one thing…. habit. Our daily lives can make changing our habits near impossible because we are emotional about protecting or enhancing our ‘way of life’… and new habits are of course different to our current ‘way of life’.Continue reading