About Me

Adam is a highly qualified and experienced financial adviser and planner helping high net wealth individuals and family groups, professionals, business owners and pre-retirees to generate and manage their wealth so they may live life, their way.

Adam is a life-learner as his considerable qualifications and experiences attest.

He effortlessly blends his natural affinity with numbers, complex problem-solving and discipline with the curiosity of an adventurer who has been travelling the world since childhood. He also has a deep sense of civic duty as evidenced by his community involvements.

Adam served in the Army Reserve for 12 years and was a member of the Swanbourne SLS from 2012 to 2016, and as he says he’s been playing basketball forever!

These qualities underpin a successful financial services professional, capable of applying often complex financial concepts to real life circumstances.

He is by nature a collaborator. Borne of working in teams, Adam helps his clients set clear goals, then makes recommendations specific to needs and implements strategies with the dogged intent of achieving the very best outcomes possible.

He has honed his skills in the specialised area of financial planning for multi-entity individuals and family groups. He also helps business owners plan their ‘great escape’ to retirement. Both situations involve complex financial circumstances that merge business matters with personal financial affairs requiring well-articulated financial advice and planning.

Adam works alongside his clients and often their accountant, solicitor and lender to determine financial strategies that include efficiently managing day to day cashflow, establishing asset protection structures and implementing tax effective financial strategies that make the most of earnings to build wealth and create passive income.

At the heart of his advice and planning approach, Adam has a genuine belief that each individual has their own goals, aspirations and of course, financial habits that must connect to life objectives. No two financial plans are identical!

He carefully factors-in lifestyle and cash flow to support it, tax and debt obligations, investments and superannuation, asset and personal protection strategies that include both risk insurances and estate planning.

Clear explanation and ongoing financial education follows the practical implementation of agreed financial strategies.

Open and regular communication is fundamental to Adam’s approach. It not only provides reassurance and develops clients’ financial confidence, it facilitates discussion that can expose changes in circumstances that may require new or urgent actions to keep a plan on track or purposefully deviate to a different course that accommodates new circumstances.

Adam aims to provide access to advice and information that increases awareness of risks that can affect lifestyle and wealth circumstances and facilitates timely, strategic financial decision making.

When asked what they value most about his advice, Adam’s clients report feeling a greater sense of control over their finances, being financially secure and having increased peace of mind.

This is consistent with Adam’s service philosophy which provides highly qualified advice and planning services in lockstep with individual circumstances to create financial ease and convenience. Service that includes being available as a ‘sounding board’ when clients need to talk through financial situations, often prior to decision making that can affect their overall financial or wealth position.