Services

Retirement Planning

Dobbrick Financial Services can help you organise your assets and savings into a plan which will meet your goals for retirement.

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Portfolio Management

Our experts use considered proactive financial advice to offer a portfolio management service that work towards building your wealth.

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Personal Life Insurance

Life Insurance, Income Protection, Business Expense, TPD and Trauma Insurance, our advisers can identify the insurance best for you.

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Self Managed Super Funds

Self Managed Super Funds (SMSF) has the ability to provide greater flexibility and freedom of choice over your retirement savings.

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Need more services – take a look here.

Business Planning

Dobbrick Financial Services can help you organise your assets and savings into a plan which will meet your goals for retirement.

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Redundancy Advice

Dobbrick Financial Services can help you cope with being made redundant by keeping on track with your financial goals.

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Aged Care Planning

We can help achieve the best outcome in Aged Care Planning perspective, helping to maximise any entitlements available.

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Estate Planning

When planning your Estate, Dobbrick Financial Services acts as an advocate and central coordinator to take out the worry.

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Centrelink Entitlements

When you meet with one of our advisers, they will assess and advise on your eligibility with receiving Centrelink benefits.

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