Capable investments managed by capable professionals.
You need people with integrity to help you continue to build your wealth. With over 40 years in the industry and an incredibly loyal clientele we know that it takes infinite attention to detail and a commitment to keep up with the ever-changing market to truly earn your trust from day one.

Our focus on individualized and personal service guarantees that you will never be just another number with us. Stop by for a coffee and see how we can help you to maximize your returns with an investment portfolio you can be comfortable with.

Assess: You have worked hard to accrue your assets and we want to help you continue to grow your financial portfolio. We determine your current needs and review your investment goals and options.

Apprise: We search the marketplace and recommend the investments to help you achieve those financial targets.

Advise: At Dobson & Toncic we continuously review your goals and make recommendations and suggest changes to your investment plan to reflect your changing Wealth Management needs.

Act: With over 40 years experience in Wealth Management, you can be confident that we will be available immediately and when you need it, with the answers you require. Whether it’s a clarification or a lifestyle change, the phone call you make connects you to a person you know.