Dorset Wealth Management

27/10/2026

A financial plan can be compliant, polished and still be wrong for you.

Two plans can look almost identical. Same projections, same risk warnings, same signatures. One reflects careful thought about your circumstances. The other is what a standard process produces for almost everyone.

Same paperwork. Very different thinking.

Most people judge an adviser by their reputation, qualifications or online following. A better test is whether they can explain the reasoning behind your advice.

In our latest article, our adviser Ayse Kreilaus shares three questions every client should feel comfortable asking their adviser (herself included), and why credentials and popularity can only tell you so much.

https://dorsetwealth.au/insights/beyond-the-fable-financial-advice/?utm_source=facebook&utm_medium=social&utm_campaign=beyond_the_fable

Book an obligation-free chat now: 07 3473 1611 | 1300 DORSET (367 738)
Email Enquiry: [email protected]



The information posted by Dorset Wealth Management Pty Ltd AFSL 558504 is of a general nature only and does not constitute personal financial advice.

Who really owns your financial advice? Learn how to spot sound judgement, challenge assumptions and make better financial decisions.

29/09/2026

Our second UQ BEL WIL Intenship Networking Event.

This afternoon was filled with great conversations about careers, professional growth, and the real difference financial advice can make in people's lives.

Thank you Ivan Maxwell and the UQ BEL WIL team for once again creating a valuable platform that connects students with industry and helps bridge the gap between education and the actual workforce.

We're proud to support the next generation of advisers.

To all the students we met: stay tuned to our LinkedIn page for future internship and mentorship opportunities. We look forward to continuing the conversation.

24/09/2026

$1 million is not a retirement plan.
It's just a number.

We talk to people every week who are chasing a specific super balance: $500k, $1 million or $2 million as if hitting that figure is the finish line.

Two households can retire with exactly the same super balance and need very different things. One owns a debt-free home and spends modestly. The other rents, travels often and supports adult children.

Same number. Completely different reality.

"How much super do I need?" is one of the most common questions we hear. But a better question is: "What does retirement look like for me?"

In our latest article, contributed by our adviser Maria Snegovaya breaks down the 7 factors that shape your real number, this year's ASFA benchmarks, and a simple way to work out what's right for you.

https://dorsetwealth.au/insights/how-much-super-do-i-need-to-retire-australia/

Book an obligation free chat now : 07 3473 1611 | 1300 DORSET (367 738)
Email Enquiry: [email protected]

There's no single super balance that suits everyone. See how spending, home ownership, retirement age and the Age Pension shape your number.

10/07/2026

🚧 Website Upgrade in Progress

Don't panic if you see our website may be temporarily unavailable in the next few days.

We're busy behind the scenes building something better and faster for you.

The good news?

New DWM look
Better experience
The countdown starts now.
Stay tuned.

If you need contact us urgently, please call us at 07 3437 1611 or email us at [email protected]

24/04/2026

ANZAC Day
25 April
We remember. We honour. We are grateful.
Lest We Forget.

09/04/2026

When did you first hear about financial planning as a career? For most people, the answer could be : too late or never. That's exactly why our team showed up at the UQ BEL WIL Internship Networking Event yesterday.

Moments like this highlight how important it is to bridge the gap between university and the professional world.

Our advisers see financial planning more than just a career, it’s a meaningful profession where you can genuinely make a difference in people’s lives. We care about making this industry more visible, more accessible, and better understood, especially for students still discovering what's possible.

Lili, Jeremy, Maria, Damien and Michelle were there to have real conversations about what a career in financial planning actually looks like, the purpose behind it, the impact it creates, and why it's one of the most human-centred careers you could choose.

To every student we spoke with yesterday: your questions were great. Your curiosity was even better. This industry needs more people who think the way you do.

A thank you to Ivan Maxwell for the invitation, and to the UQ BEL WIL team for creating a space where students can explore their future paths.

The best careers, like the best client relationships, start with a real conversation. 👋

The best life for our clients...Clients for life.
Book an obligation free chat now :
07 3473 1611 | 1300 DORSET (367 738)
Email Enquiry: [email protected]

02/04/2026

Easter is a time to pause, reset, and look ahead.

Whether it’s reviewing priorities, setting new goals, or simply enjoying time with those who matter most, thoughtful planning plays an important role in building a secure future.

👏Wishing you a happy and relaxing Easter from all of us at Dorset Wealth Management.

Our office will be closed on Good Friday and Easter Monday.

We look forward to being back next Tuesday and continuing to support you in achieving your long term financial goals.

The best life for our clients...Clients for life.
Book an obligation free chat now :
07 3473 1611 | 1300 DORSET (367 738)
Email Enquiry: [email protected]