WE’RE SPECIALISTS IN INTELLIGENT INDEPENDENT ADVICE FOR MEDICAL PROFESSIONALS

We can help medical professionals because…

  • We understand that you will be presented with different opportunities during your career. Apart from providing advice on the dynamics of those decisions, we are efficient at taking the complication out of the financial impacts so that you can concentrate on what you do best.
  • At times you will feel like ‘meat on a platter’ as your occupation brings with it interest from outside trades wanting to sell you ‘products’ in all facets of your life, particularly personal insurance policies. We receive no commission or kickbacks for insurances policies we recommend, and as a result we save our clients money. Knowing that our advice isn’t impacted by ‘commissions’ can give you peace of mind that our recommendations will always be in your best interests.
  • We understand the hours you work can be beyond ridiculous. We work to your schedule, giving you direct, personal access to your advisers and support team, ensuring your engagement with dozzi is always convenient and hassle free.
  • Have peace of mind that our fees are related to the advice we provide – not the income you earn. Our fees are fixed and as you grow will present a greater level of value, however most advice firms will charge a percentage-based fee (such as 1%) which means they get paid more just because you earn more… is that really fair? dozzi’s fees are structured from a client’s perspective.
  • We have significant experience with personal services income and so do our intelligent connections. The right advice in this area could heavily impact your financial prospects so speak with us about the different opportunities available to you and your family.
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Our focus is on you and what you want to achieve.

WE’RE SPECIALISTS IN INTELLIGENT INDEPENDENT ADVICE FOR MEDICAL PROFESSIONALS

Elements that make you different and dozzi the right fit.

  • 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.

    A & E. Gryl
  • 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.

    D. Hastie
  • 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.

    M. Macfie

Client Testimonials

“The prospect of finding a Financial Planner is a daunting and overwhelming experience. The sheer volume of “advisers” available to discuss your financial situation with is almost as large as the number of financial products available to choose from.  This fact, coupled with an underlying feeling that some planners are only willing to advise “as long as it is financially beneficial for them” means that many people think that financial advice is something that should be done later in life when more equity/ disposable income is available to them.  This belief could not be more incorrect and results in many people seeking advice when it is too late to fully leverage the power of “compounding interest”.

When enlisting services from other financial advice forms, one of my biggest concerns was that a Financial Planner will only “recommend products that bring financial incentives to themselves”.  I understand that Financial Planners need to generate an income, however when that income is at the expense of the client or results in a client being offered a reduced list of available options to meet their financial goals, I feel is a contributing factor to why many believe that seeking advice is not beneficial for them.  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.   

I have found Caleb, Ellie and their team to be extremely efficient and approachable at all times.  They respond to email messages promptly and are always contactable via phone when needed.  In addition, the team at dozzi show a willingness to go beyond their normal scope of work to ensure that the products and services they recommend, truly are within the best interests of their clients.  An example was seen during my first “planning meeting” where I came prepared with details of a superannuation fund that I would like to consider using.  Although this fund was not normally a fund recommended by dozzi, Caleb and his team performed a thorough investigation of the fund (consisting of several days of research) and then shared this analysis to highlight the advantages and disadvantages of using the fund in question.  This example exemplifies the approach that dozzi takes to their work to truly ensure that the interests of the clients are put first

In addition to helping to develop a sound financial strategy, I do feel that the team at dozzi have helped increase my knowledge of available financial services including superannuation, insurance and investment strategies.  At all times Caleb and his team have been supportive and willing to invest additional time during meetings to ensure that the suggested strategy was fully understood by both my wife and myself – which has been a welcome change from the approach adopted by other firms.  It is for this reason I have no hesitation recommending the team at dozzi to family and friends.”

A & E. Gryl – Medical Professionals.

“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.”

D. Hastie, Anaesthetist

“As a young health professional, seeking financial advice had never really occurred to me until I was setting up salary sacrificing. It had been portrayed negatively in the media with the banks providing inappropriate advice and I was unaware of all the benefits of having a completely independent person looking at your financial position and giving you clear and easy to interpret advice with no emotion attached.

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. It is also very reassuring to know that the team is constantly looking at the market and making sure I have the most economical insurance and superannuation products that are just right for my situation rather than having to sell certain products for commissions. All fees are explained with no hidden costs.

I have already and will continue to recommend dozzi financial service to friends and family.  Caleb and his team are very easy to work with and I feel secure knowing that my financial situation is being looked after with such care and attention.”

M. Macfie – Physiotherapist

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