WE’RE SPECIALISTS IN INTELLIGENT INDEPENDENT ADVICE FOR GROWING FAMILIES

We can help growing families because…

  • We understand the dynamics of children, work, finances and lifestyle, which can often be highly stressful. We want to take the financial stress from you by providing peace of mind, whilst helping you identify and achieve your personal and financial goals along the way.
  • We specialise in cash-flow advice which can assist our growing families in achieving their goals. Together we manage the increasing expenses associated with a growing family whilst not losing sight of our big picture lifestyle and wealth goals.
  • We know that raising children changes your priorities and many of these are focused on providing what is best for your family. Our services are designed to focus on these as well and not just sit in the background monitoring your superannuation.
  • You can put in place a plan to reduce debt, but can you stick to it? We can help by keeping you accountable to achieving what you want. We don’t charge you for a financial plan and send you on your way, we partner with you to achieve those goals.
  • Your personal careers will take you in differing directions, opening doors to numerous opportunities with both advantages and disadvantages. Rely on our experience to assist you in making theses decisions and be informed of what the future may hold.
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Our focus is on you and what you want to achieve.

WE’RE SPECIALISTS IN INTELLIGENT INDEPENDENT ADVICE FOR GROWING FAMILIES

Elements that make you different and dozzi the right fit.

  • As a working couple with two young children, we don’t have a lot of time to keep up to date with our financial situation. As a result we were applying a ‘set and forget’ approach to our financial management, its course was not being directed by anyone and we were not actively taking steps to maximise our financial security.  Now instead of making complex financial decisions with minimal information, we rest assured that our financial future is in the hands of an expert, looking over our investments, tailoring our financial strategy, comparing different financial products, watching out for risks, and reviewing our financial plan- so we don’t have to. We feel confident that Dozzi have consistently provided tangible results that save us money, maximise our investments and we avoid making financial mistakes or omissions that could cost us more than what we spend on advice.

    J & M. Toowoomba

Growing Families

“There are numerous reasons why people may put off pursuing financial advice. It can be quite confronting to take a comprehensive look at where you stand financially, particularly if like us you are in debt, have underperforming investments or for whatever reason are not up to date with your financial affairs.

Financial planning can seem complex, and answering questions about debts, income, assets and considering the financial impact of life’s challenges can seem daunting.  Maybe you feel a bit apprehensive about discussing private information about your financial situation with a stranger or are nervous about entrusting someone else with the responsibility of managing your money.  It  may feel easier to turn a blind eye, believing there is plenty of time in the future to plan for retirement.

Maybe you believe that unless you have substantial wealth invest, seeing a financial adviser is not worthwhile.  Before meeting with Dozzi we had been put off by high pressure marketing tactics employed by other services and felt that face to face financial advise was expensive and cost prohibitive.

The team at Dozzi seem to understand this, offering a free, no obligation opportunity to meet with the team to collate information about your financial goals and discuss your needs. They strike a balance between creating a relaxed and friendly atmosphere; while exhibiting professionalism and expertise in financial advising. They are non judgemental, relatable, and we were impressed by their willingness to listen and understand our financial goals.

As a working couple with two young children, we don’t have a lot of time to keep up to date with our financial situation. As a result we were applying a ‘set and forget’ approach to our financial management, its course was not being directed by anyone and we were not actively taking steps to maximise our financial security.

Now instead of making complex financial decisions with minimal information, we rest assured that our financial future is in the hands of an expert, looking over our investments, tailoring our financial strategy, comparing different financial products, watching out for risks, and reviewing our financial plan- so we don’t have to. We feel confident that Dozzi have consistently provided tangible results that save us money, maximise our investments and we avoid making financial mistakes or omissions that could cost us more than what we spend on advice.

We are now making steady and measurable progress towards our goal of taking  a year off work and travel around Australia. We have reduced our mortgages by a substantial amount and feel much more in control of our financial future. We love having peace of mind that our family are taken care of financially regardless of what life throws at us.

Dozzi has assisted us to create a realistic and manageable budget to ensure that we are on the right path to achieving our goals. With their guidance and practical support in establishing the infrastructure to support this, we have maintained motivation and accountability which accelerates our achievements. Dozzi provides the scaffolding to support our financial growth.

All aspects of our finances have been reviewed, and are now aligned with our priorities, ensuring that we have quality life, disability and income protection insurance, and are investing money for our children. We have also optimised our superannuation to make sure we can have an adequate income stream into our retirement.

Dozzi provides individualised service, focused on tailoring financial strategies to our needs. Our financial advisor is easily accessible to listen to concerns, answer questions that arise, and reassess our financial plan to accomodate changes to our personal circumstances. They share their vast knowledge and experience of financial planning in way that is understandable and justifiable.

We happily recommend dozzi to family, friends and colleagues, because we have  seen the benefits in our own experience would love our friends and family to receive the same support to reach their goals.

We believe it’s important that our financial plan is free from bias and conflicts of interest that emerge from commission based financial services. Because Dozzi is completely independent, they have no need to aggressively push products. They are also not blinded by an intimate knowledge of one particular product or provider. The team at Dozzi have a broad knowledge of a large number of products which means their recommendations are best suited to our needs rather than a ‘one size fits all’ approach that can be prevalent in commission based services.

We now look forward to regular meetings with Dozzi. The team welcome and accommodate even the youngest members of our family. We are no longer filled with anxiety or apprehension in relation to our financial management, and are confident and optimistic about what lies ahead. Regaining control of your financial affairs is simpler and less stressful than you may think, just make the call… you’ll be glad you did.”

James & Megan, Toowoomba

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