I take pride in providing life changing financial plans for my clients, their family and their business. My commitment is to cultivate and protect my client's lifestyle now and into the future.
- 03 9375 5100
- 0425 792 803
- Moonee Ponds
Professional Memberships: Financial Planning Association of Australia - Associate Member.
Areas of Expertise: Insurance, Investments, Retirement, Self Managed Super Fund, Superannuation, Debt, Cash Flow Management, Estate Planning.
Adam has spent the bulk of his Financial Planning career providing Strategic Financial Advice to clients tailored to their individual circumstances. Adam specialises in a variety of Wealth Creation Strategies in both a Pre and Post-retirement Planning setting and is passionate about helping clients navigate the complex combination of superannuation (including Self Managed Super Funds), Taxation and Personal Investment to achieve the ideal Financial Outcome.
On a Personal Note:
On personal level, Adam is an optimistic and reliable person who firmly believes in planning ahead rather than being ‘spontaneous’ to achieve greater Financial Outcomes. Outside of work, Adam enjoys spending time with his family and is an avid Crusaders and Melbourne Rebels supporter.
Adam’s Client Relationships:
- “Working with Adam and the entire team has been a great experience for me and my partner. We found Adam professional, knowledgeable and trustworthy. We are confident that we have a secure financial future ahead of us’.”