Caleb Dozzi

Caleb is very practical, honest and trustworthy. He understands particular considerations of a young family and is always planning and advising on managing our finances both for now and into the future with the changing needs of our family. He has gone above and beyond to give advice when needed that is sensible and well thought out. We really value and trust his advice.

Caleb provides comprehensive advice for your specific needs without any pressure to do things that you are not comfortable with. He provides options and explains the benefits and risks of each decision or product. He also provides regular market updates to help with my understanding of financial decisions. Whenever you need help with anything such as paperwork for a tax return, Caleb is able to help you straight away. I would highly recommend his company.

Caleb’s knowledge and understanding of the strategy and management of our funds and investments has helped us to create a more sustainable and financial future to retirement. We are excited about the future and opportunities that Caleb and his team provide to our financial retirement.

My wife and I went to see Caleb 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 Caleb Dozzi for our financial adviser. Highly recommend!