About Me

Adam O'Neill is the founder and principal adviser of Legacy Financial Planning, a Melbourne-based practice operating under its own Australian Financial Services Licence (AFSL 519446). Adam works with individuals, families and business owners to build clear, practical strategies across retirement planning, wealth accumulation, superannuation, insurance and intergenerational wealth transfer. Legacy Financial Planning is built on a fixed-fee model — no asset-based or percentage-of-funds fees — so clients know exactly what they're paying and why, with advice that's genuinely in their interests. Adam takes the time to understand what matters most to each client, translating complex financial decisions into a roadmap they can act on with confidence. Whether you're approaching retirement, growing your assets, or protecting what you've built, Adam is committed to advice that's transparent, personal and focused on your long-term financial wellbeing.