Adam Moremon

Adam has helped me with my finances before retirement and now in retirement with my pension fund in a professional manner. I feel confident in his directions and feel I am getting the correct advise from him.

Adam has advised us the best way to handle our assets in retirement. He has given us information that enables us to gain the most out of our position and circumstances. We are always kept up to date on the current government policies and Adam provides us with any documents that need to be filed with Centrelink. He has the knowledge and experience to enable us to relax and have confidence that our assets are in good hands.

Adam has been expertly and professionally looking after our full financial portfolio. He’’s always readily available to give sound advice.

Adam has been the financial adviser to my wife and I since 2005. Adam has advised us on growing our assets and superannuation. Adam was a phone call away for any query we had and definitely received his full care and attention. Our financial position now is testament to Adam's advice and financial plan devised for us. We are now comfortably retired and continue utilising Adam's advice. My wife and I highly recommend Adam for his knowledge, experience and integrity.