About Me

As a Financial Planner and SMSF Specialist Advisor, I aim to build long-term relationships with clients as they embark on their journey to financial freedom and personal success. I ensure every client has confidence in their curated path to achieving their personal and financial objectives. As a Wealth Partner at Dorset Wealth Management, I provide holistic financial planning advice and strategies related to the following:

• Self-managed Super Funds (SMSF)
• Retirement Planning
• Superannuation
• Risk management / life insurance
• Wealth & investment management
• Estate planning
• Tax planning
• Cashflow & debt management

If you would like to arrange a no-obligation and no-cost meeting, please email jeremy.bogovac@dorsetwealth.au or call (07) 3473 1618.