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What I liked most was the enthusiastic way he believed in what he was doing. He never came across as just selling a product to a customer, but really believed in what he was doing.
At dozzi, I know that I will be charged a set fee for advice, but this comes with the reassurance that the advisors are NOT limited to a list of products or strategies that will only bring benefits for the firm. This reinforces my feeling that Caleb and his team are truly in the business for the benefit of their clients.
Caleb is committed to the long term financial future of our family and is setting up structures which will help us for life. We have seen financial planners in the past who didn’t really make enough changes to our financial situation to make us believe it was worth actually seeing them. Caleb completely overhauled our financial planning and gives us confidence we are in safe hands.
At the heart of all advice that I have received from dozzi is the confidence that it represented the best outcome for me rather than his own personal business reward. Fundamentally, that serves as the most distinguishing feature of his services that differentiates Caleb and the team from the hungry pack.
Working with the team at dozzi especially Ellie, has been extremely comforting and rewarding. From our first meeting, we were made to feel at ease and comfortable. Our fears and concerns regarding the risk of future loss were largely alleviated with patience, professionalism and a thorough knowledge of current markets and investments. Ellie confidently lead us through a strategy that would meet our needs and requirements, the entire time being mindful of the level of risk we were prepared to undertake.
Finding a financial advisor can be daunting, but I am so glad I made the move to dozzi as Caleb and his team have moved mountains to sort out my (somewhat complex) financial mess. Caleb is personable, genuine, and easy to talk to, taking the time to really understand my history as well as point me in the right direction for a comfortable retirement. I like that he is not flashy or pretentious, but honest and highly knowledgable. I would recommend his services to anyone looking for long-term wealth management.
Caleb and his team cater for several health professionals making their advice for future planning incredibly thorough and specific for my needs. They provide options which are clearly explained and they never use hard sell tactics. Being an independent firm, dozzi is able to save me money on commissions with insurances and deliver sound financial advice without all the unnecessary trimmings. I have already and will continue to recommend dozzi financial service to friends and family.