dozzi Financial Advice

I couldn’t recommend & thank Caleb, Sarah and the Dozzi team enough. Since I started my “investment journey” They’ve been incredibly helpful always taking the time to explain everything clearly and making quite an overwhelming thing reasonably simple and stress free! They genuinely make you feel valued and like part of the team, not just another client. Their professionalism, knowledge and support makes the whole thing enjoyable. If you’re on the fence definitely give Caleb a call!

My family has been working with Caleb and the Dozzi team for the past decade or so. I cannot recommend them highly enough. Caleb has a personable and approachable manners but inspire confidence with his knowledge and skills in the financial industry.

Caleb has been my FP for several years, he’s friendly and provides advice without trying to push me into any decisions & gets in touch regularly if my portfolio needs adjusting

I have been with Dozzi for 6 years now. Working with Caleb and the team has been a really wise decision for me. Caleb takes the time to listen and is genuinely interested in me and what my goals are. As a result, I’m feeling well positioned financially, based on the long-term strategy that Dozzi has tailored to my situation, a strategy that is also reaping short-term benefits that has given me so much reassurance and peace of mind. I have complete trust in Dozzi and their investment capabilities, their regular communication and transparency assure me they are responsive to the demands of the market. And that they are always actively seeking to optimise my investment, while minimising the risks. What I appreciate most is how genuinely invested Caleb is, in me achieving financial freedom. Dozzi has the right mix of financial expertise and a supportive personal approach. I highly recommend Dozzi to anyone looking for honest guidance with positive long-term outcomes.

Caleb Dozzie has been our financial advisor for about a decade. Caleb is an excellent communicator seamlessly explaining financial matters to my wife and I who are average when it comes to financial knowledge. He is level headed, conservative and extremely trustworthy. He has been actively managing our Superannuation. I was initially cautious and didn't always take his advice and I have regretted this as Caleb was nearly always right. He has been helping both my wife and I with our strategy towards transitioning to retirement a number of years out and planning contributions and how converting to a pension works. Now we are about to retire, with Caleb's help, we feel financially secure to enjoy retirement and having money set aside for our children to buy their first home. I have referred friends and work colleagues to Caleb who were all happy that I did as they are now clients. The other thing I like about Caleb is his strong family values, with five young boys and I have met his wife, who was a delight. This is all testament to his character. Highly recommend.

Caleb and his team continue to deliver top quality, tailored advice for all my financial goals. Highly recommended!

Although we have worked hard & always had a common sense approach to money, we wanted to secure our financial future. Choosing a financial advisor was a bit daunting but we are certain that we made an excellent choice. Dozzi is helping us to make wise decisions so we can achieve our goals. Caleb and his team are professional, trustworthy and quick to respond to any query. They have consistently provided sound and transparent advice and have implemented resilient investment strategies which continue to give positive returns. In the few years that we have been with Dozzi, our financial position has become much stronger. We are confident that a comfortable and early retirement is now achievable.