Wealth Foundation

We met with a few financial planners before meeting Adam but none made us feel comfortable, we met Adam and knew that we would be utilising his services. He made us feel comfortable and confident with our money.

We worked hard all our lives and thought we had accumulated enough to retire but didn’t know for sure? We also had no idea how superannuation worked where the bulk of our money was invested.

Adam has given us the peace of mind to enjoy our retirement on our terms with a robust portfolio that means we don’t panic when the market drops, we pay no tax and focus on our passion of travelling the world which is what we wanted in our retirement.

Larry and Anne George (self-funded retiree)

We have known Adam for over a decade and he is someone we trust greatly with all our financial matters. Through small business tax strategies, complex insurance strategy, investment portfolios and our estate planning, Adam has addressed and managed our ongoing needs and improved our financial affairs greatly by adopting a holistic approach.

We are busy in our careers and having Adam engaged in the management of our financial affairs allows me to focus on my practice and seeing patients without the distraction of worrying about my financial portfolio.

Dr Geoff & Rachael Cook

Adam has been with me through every stage of my career. From employee to owner of a thriving air-conditioning & refrigeration business. Every stage the level of service and care did not change, we always felt that he was as invested in our affairs and business as we are. Starting up a business is a daunting prospect but with Adam navigating our affairs with us we had peace of mind that we were “ok”.

He never sells you on a return or the next big thing, he sticks to our long term goals and objectives with solid strategy and guidance along the way. We know we wouldn’t be in the position we are in today without his assistance.

Michael Oughton (Owner – Austech Refrigeration)