21 Reviews

Adam Lai

Green Associates Financial Planners

Silver

9 Yrs Experience

Milton, QLD 4064

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2025 FAAA Adviser of the Year Award (Finalist)

2019 Young Adviser of the Year Award Winner - Count Financial

Superannuation
Insurance Protection
Managing Debt
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Borrowing
Tax Strategies
Growing Assets
Wills & Estates

5.00 July 2025

We have had the pleasure of working with Adam Lai from Green Associates in Brisbane, and we couldn’t be more impressed by his expertise, professionalism, and dedication to our needs. From the moment we reached out, following a recommendation from good friends, Adam was approachable and took the time to fully understand our financial goals, personal circumstances, and any concerns we had.

What sets Adam apart is his in-depth knowledge about financial regulation and his ability to break down complex concepts into easy-to-understand advice.

Adam's thorough approach and attention to detail have given us a level of confidence and clarity we didn’t have before. He’s always transparent with his advice, explaining all options clearly and ensuring we understand the pros and cons of each. He genuinely has his clients' best interests at heart, and it's evident in every interaction.

Moreover, the support from Green Associates is top-notch. The team is responsive, friendly, and professional, making the entire process seamless and stress-free. Adam also goes above and beyond to stay on top of any changes in the market or legislation that could impact my financial strategy.

We highly recommend (and have to friends) Adam Lai at Green Associates to anyone seeking expert financial advice.

4.75 September 2020

Adam was prompt and easy to work with during a very tense time! Highly recommend.

5.00 September 2020

Adam impressed as being informed and informative. His delivery style is confident and he articulated the information in a way that I readily understood. My questions were answered in an holistic manner to provide the reasoning and working of certain aspects. Presenting himself in a professional yet friendly manner, I recommend Adam to anyone seeking a long term relationship with someone they can trust to look after their financial well-being.

5.00 September 2020

Adam was able to explain things to my husband and I in a clear way. Through Adam's knowledge and experience, we feel very confident that the advice given was right for our needs. We received Adam's full care and attention when we needed it.' Adam has always gone over and above when we have required assistance or had any queries in relation to our finances. We would have no hesitation in recommending Adam to advise on your financial needs.

4.25 August 2020

Adam has been very helpful in identifying the right level of life, TPD and income protection cover for my circumstances. He's always approachable and responsive when I have questions. I'd recommend him to anyone looking for advice.

Adviser status Silver
Rating 4.92
Number of reviews 21
First year providing advice 2017
Years of experience 9
Highest qualification
- Bachelor of Commerce (Accounting and Financial Planning)
Languages spoken
- English
- Vietnamese

Green Associates Financial Planners

Level 10, 301 Coronation Dr
Milton, QLD 4064

9:00am – 5:00pm Monday – Friday

Charter Financial Planning Limited

AFSL 234665

Adam Lai

Green Associates Financial Planners

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Green Associates Financial Planners

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Charter Financial Planning Limited