We have been associated with Dolfinwise since 2010. Initially through Jason Bragger, assisting us to navigate away from our perceived dissatisfaction with our advisors, at that time. He employed a great deal of empathy, understanding of our situation, and offered us a new direction, with much integrity and professionalism. We have never regretted the move to Dolfinwise. Several years ago Bronnie Abraham became our primary contact at the firm. She continues to offer us outstanding service, and commitment to our individual needs, despite being interstate recipients. Bronnie maintains an exceptional level of communication with us, through all media channels, and the occasional visit to our home. We feel much more secure in the knowledge that the team at Dolfinwise keep our affairs compliant, investments current and forward thinking. We really appreciate all of the assistance both Jason and Bronnie have been able to deliver over these past fourteen years.
Geoffrey & Jayne Geeson
Adelaide