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dozzi Financial Advice

  1. Newstead
  2. Eagle Farm Financial Planner

Reviews, get directions and contact details for dozzi Financial Advice

dozzi Financial Advice

About

dozzi is an independent financial planning firm, providing strategic advice in investment management, superannuation and insurance.

Address: 76 Skyring Terrace, Level 2, Lobby 1, Gasworks Plaza, Newstead QLD 4006, Australia
Phone: 1300 236 994
ua.moc.izzod@belac
State: Queensland
City: Newstead
Zip Code: 4006


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Reviews
My wife and I went to see Caleb & Ellie for financial advice to help us sort our finances ahead of purchasing a home. They were excellent in listening to our goals and working with us to develop a detailed plan that we could work towards. We felt in safe hands and enjoyed the experience. They helped us with cash flow planning, sorting out our superannuation and understanding what insurances are best for our situation. We appreciated that they're 100% independent and never pushed us into any products. We are very confident that we've made the best possible decision in partnering with Dozzi for our financial advisers. Highly recommend!
The Dozzi team are absolutely wonderful to work with and provide realistic options. My husband and I went to seek financial advice from an independent adviser to support what we thought would be a good future plan. We came out of the first meeting very excited as new ideas and options were provided that we hadn't thought of before. We're excited to continue with Dozzi and especially appreciate all of the assistance provided by Caleb and Ellie. Would highly recommend!
We recently met with Caleb and Ellie seeking some financial direction and methods for the better use of our income. After the first meeting with them it was clear that they had the tools and experience to assist us. Further, Caleb and Ellie actually took significant time to listen, understand our financial goals and put a plan in place to achieve them. I cannot recommend the team at Dozzi highly enough. The realistic advice and guidance has set us up to drastically improve our financial position and achieve our goals in significantly less time then we had hoped. Thank you Dozzi!!!!!
My experience with the guys at Dozzi was excellent! My journey with financial planning and advice has been pretty bad, but these guys have made me feel confident and empowered! I have had cookie cutter financial advice from other firms where they just plug numbers into a program and spit out advice that doesn't suit or make sense. Caleb and Ellie listened to me in detail and laughed at my lame jokes then took everything I said and developed a range of well researched options for me to consider in an incredibly timely manner. They didn't try to sell me stuff I didn't need, there was no push to earn a commission because they are independent, and there was no old school finance attitudes. They explained everything in easily understandable language and the take away report was really well designed and easy to use. I highly recommend them!
Ellie's knowledge and advice has give me piece of mind for the future. Its great to deal with an organisation providing customised strategic solutions which are easy to understand. I look forward to working with Caleb and the Dozzi team again.
The whole Dozzi team have been fantastic to me. They give me extreme amounts of confidence knowing they are looking after my best interests. I am fortunate to be a part of the Dozzi family! Thank you and I look forward to the future.
After seeing Caleb and Ellie at Dozzi Financial Advice, I now have confidence in the financial industry again.I wanted a second opinion on my current investment strategy through a now previous advisor, who I thought was questionable and didn't align with my best interest or current financial goals/situation.I found both Caleb & Ellie to be professional, knowledgeable and passionate about what they do and everything was very concise and transparent. I found the whole experience simple and refreshing and I had the trust and confidence that they weren't just chasing commissions or percentage based fees from portfolio balances, but were actually acting out of my best interest.I received my statement of advice yesterday and I'm looking forward to implementing this within the next couple of weeks.I would highly recommend anyone seeking true "Independent" Financial advice to get in touch with Caleb and the team at Dozzi.
Couldn’t recommend this business more - Caleb and his team are unwaveringly client centric, pragmatic, highly knowledgeable and grounded in their approach to giving financial advice. 5 stars
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