MenuAdam Massey CFP®
About Me
Adam has worked in financial advice since 2003 including more than 10 years as an adviser. Adam specialises in helping professionals plan for retirement, ideally 10 to 15 years before they plan to stop working. The focus is on what you are trying to achieve and creating your ideal lifestyle now and into retirement. The first step is a quick phone call to see how I may be able to help you - you can book the gap strategy call at a time to suit via the website.
Areas of Focus
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree -
Years of Experience 16 Years -
Licensed By Wealth Today Pty Ltd
