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Who We Are
Our Story
About Us
Behind the Name
Mission, Vision & Values
Message from Phil
Our Team
Meet Our Team
The Dorset Investment Philosophy
Our Advice Process
Our Story
About Us
Behind the Name
Mission, Vision & Values
Message from Phil
Our Team
Meet Our Team
The Dorset Investment Philosophy
Our Advice Process
Who We Help
The Launchpad
The Young Professional
20-30yrs
The Builders
The Family Starter
30-40yrs
The Momentum Makers
The Wealth Accumulator
40–50yrs
The Horizon Seekers
The
Pre-Retiree
50–65yrs
The Freedom Finders
The Retiree
65–80yrs
The Legacy Keepers
The Later-Life & Philanthropic
75yrs+
The Visionaries
The Business Owner
Entrepreneur (Any Age)
The Legacy Guardians
The Custodians
High-Net-Worth Families & Complex Investors (Any Age)
The Next-Gen Investors
The Trailblazers
Teens–20s
The Strategists
The Navigators
Life Transitioners (Any Age)
The Launchpad
The Young Professional
20-30yrs
The Builders
The Family Starter
30-40yrs
The Momentum Makers
The Wealth Accumulator
40–50yrs
The Horizon Seekers
The
Pre-Retiree
50–65yrs
The Freedom Finders
The Retiree
65–80yrs
The Legacy Keepers
The Later-Life & Philanthropic
75yrs+
The Visionaries
The Business Owner
Entrepreneur (Any Age)
The Legacy Guardians
The Custodians
High-Net-Worth Families & Complex Investors (Any Age)
The Next-Gen Investors
The Trailblazers
Teens–20s
The Strategists
The Navigators
Life Transitioners (Any Age)
What We Do
Investment Advice & Portfolio Management
Wealth & Financial Planning
Specialist Advice
Advice and execution investments
Australian and international shares
Exchange-traded funds (ETFs)
Managed funds
Fixed interest investments
Exchange traded options (ETOs) and warrants
Initial Public Offerings (IPOs) and share offers
Asset allocation and portfolio construction
Ongoing portfolio administration and cash management
Environmental, Social and Governance (ESG) investing
Investment research and strategy development
Comprehensive financial planning
Wealth management strategies
Retirement planning
Superannuation and Self-Managed Super Fund (SMSF) advice
Estate planning strategies
Personal insurance advice (risk protection)
Tax-effective structuring and tax planning strategies
Margin lending and gearing strategies
Wealth management advice for UK expatriates living in Australia
Wealth Management Advice for Mandarin speakers living in Australia
Investment Advice & Portfolio Management
Advice and execution investments
Australian and international shares
Exchange-traded funds (ETFs)
Managed funds
Fixed interest investments
Exchange traded options (ETOs) and warrants
Initial Public Offerings (IPOs) and share offers
Asset allocation and portfolio construction
Ongoing portfolio administration and cash management
Environmental, Social and Governance (ESG) investing
Investment research and strategy development
Wealth & Financial Planning
Comprehensive financial planning
Wealth management strategies
Retirement planning
Superannuation and Self-Managed Super Fund (SMSF) advice
Estate planning strategies
Personal insurance advice (risk protection)
Tax-effective structuring and tax planning strategies
Specialist Advice
Margin lending and gearing strategies
Wealth management advice for UK expatriates living in Australia
Wealth Management Advice for Mandarin speakers living in Australia
Resources
Resources
The Drums
FAQ’s
The Drums
FAQ’s
Contact Us
Book Consultation
Meet Your Wealth Partners
Angelo Emerson Galendez
Partner with Angelo Emerson on Your Future
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