Dobbrick Financial Services Blog

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It’s a wrap! What we learnt in 2019 and we are most looking forward to next year

by DFS Ipswich on November 29, 2019 No comments

We can’t be the only ones feeling like this year just flew by – yet here we are! With the silly season now upon us, the Ipswich office at Dobbrick Financial Services have been reflecting on the past 12 months and thinking ahead to what 2020 holds for us, our business, and our clients. It’s been a refreshing exercise – to take time out and take note of the wins we’ve achieved both as a business, and for our clients – and as the year comes to a close, we’d encourage you to do the same.

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DFS IpswichIt’s a wrap! What we learnt in 2019 and we are most looking forward to next year

Premium waivers available for those affected by fires in QLD & NSW

by DFS Ipswich on November 14, 2019 No comments

The recent fires throughout Queensland and NSW have been incredibly devastating, and our hearts go out to all of those who have been affected. Fire, emergency, and local community support services are doing a phenomenal job in incredibly tough conditions.

These fires have caused catastrophic damage within days, and we know the recovery will be ongoing. We’d like to offer our support and assistance however we can to those that have been affected.

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DFS IpswichPremium waivers available for those affected by fires in QLD & NSW

Could 2020 be the year? | 5 tips to help plan for a successful retirement

by DFS Ipswich on October 31, 2019 No comments

As the end of the year approaches, you might be starting to think about your new year’s resolutions – and what 2020 will look like for you. If you’ve been thinking about retirement for a while, could this be your year? It’s an exciting and momentous decision – so before you pre-plan your farewell party and book that first holiday, make sure you’re ready to transition by ticking off on our top 5 things to consider before you retire.

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DFS IpswichCould 2020 be the year? | 5 tips to help plan for a successful retirement

Dobbricks recognised for innovation, leadership and service

by Paul Dobbrick on September 30, 2019 No comments

Dobbrick Financial Services were recognised with a string of accolades at the annual Fortnum Private Wealth Gala Awards night held at Sheraton Mirage last week with Director, Paul Dobbrick winning both Financial Advisor of the Year and the Guy Carrington Chairman’s Award.

“I am most proud of our team who were finalists in the Advice Practice of the Year category as they are a seriously committed and loyal bunch of people,” says Paul. “But of course, being recognised with these other awards is a huge honour and spurs us on to continue to get the best results we can for our clients.”

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Paul DobbrickDobbricks recognised for innovation, leadership and service

How the RBA new rate changes things.

by DFS Ipswich on July 4, 2019 No comments

RBA cuts interest rates to a new low of 1% amid a slowing economy, prompting big four banks to respond

The Reserve Bank has cut interest rates to a historic low of 1 per cent, as it stares down the twin issues of rising unemployment and a slowing economy.

Key points:

  • The RBA has made its first back-to-back rate cut since the European bank crisis in 2012
  • Governor Philip Lowe says the cut will assist in reducing unemployment and lifting inflation to the 2-to-3pc target band
  • ANZ, CBA, NAB and Westpac will pass on varying degrees of cuts to customers
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DFS IpswichHow the RBA new rate changes things.

A lump-sum payment is on the way!

by DFS Ipswich on July 4, 2019 No comments

What the Coalition’s proposed tax cuts mean for you

Prime Minister Scott Morrison’s tax handout could be passed this week — meaning millions of us are about to get a nice cash boost.

Here’s what you need to know.

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DFS IpswichA lump-sum payment is on the way!

Contribution Reminder

by DFS Ipswich on June 14, 2019 No comments

One subject that is often front of mind leading up to the end of the financial year, is making the most out of any opportunities to put money into superannuation. With June 30 only weeks away, it pays to think about these opportunities and the benefits that may exist. There are a number of advantages to contributing money into superannuation, one of the most attractive being the tax concessions.

Although often highlighted during your review meetings, and for many, you have already made contributions through existing strategies, we thought it was timely to reconnect as a reminder for the deadline.

Below we have highlighted some common contribution methods that may be of benefit to you and put some money back in your pocket come tax time.

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DFS IpswichContribution Reminder

Can life insurance protect my debts?

by DFS Ipswich on May 16, 2019 No comments

Life Insurance cover is about protecting those who are left behind. Find out how the right policy can ensure your family isn’t left in debt if the worst should happen. 

Why Life Insurance?

A Life Insurance policy can give you confidence your family will be provided for in the event of your death, or if you are diagnosed with a terminal illness. The right insurance may be able to take care of your debts so that your family is not shouldered with repayments, allowing them to keep their home and continue living life as you had planned together.

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DFS IpswichCan life insurance protect my debts?

5 steps to make income tax easier

by DFS Ipswich on May 10, 2019 No comments

The end-of-financial-year period isn’t really a time most people relish, but it does offer an excellent opportunity to review your finances and possibly free up funds for more important and enjoyable pursuits.

Below we’ll show you, in five easy steps, how to streamline the income tax return process and possibly free up funds for the more important things in this great Australian life.

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DFS Ipswich5 steps to make income tax easier

How to get the most value from your health cover

by DFS Ipswich on April 26, 2019 No comments

It’s time to schedule an annual checkup. A health insurance checkup, that is. 

Because a lot can change in a year – your needs may have changed, the insurance market has most certainly shifted and living expenses continue on an upwards trajectory.

For example, in 2018 some banks put their interest rates up, which can put extra stress on the family household budget.

So, let’s take a look at the steps you can take to complete a health insurance policy checkup now.

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DFS IpswichHow to get the most value from your health cover