Adam Watts

Lifetime Financial Group

Silver
18 Yrs Experience
Brighton, VIC 3186
INDEPENDENT THINKING, RESEARCH AND ADVICE It is hard to find advice with independence, it is even harder to obtain independent thinking. Only 3,000 of Australia’s 18,000 financial advisers are not associated with a product manufacturer. Not only am I not bank or product controlled or influenced, I overlay this advice independence with thinking and research that is independent of typical mainstream analyst/economist financial commentary. It is these 3 layers of independence that I feel sets me apart from Australia’s other advisers. I am a senior financial adviser and wealth manager with a strong understanding of investment markets. At 18 years of age, I started learning about and investing in managed funds, with grandfather guidance. At 21, I had completed a Commerce degree at Monash. At 22, I started trading shares and worked as a tax accountant. At 24, was employed in funds management. At 25, graduated with Graduate Diploma’s in Financial Planning as well as Investment Management. At 26, started working as a financial adviser. At 29, won my employer a $40,000 grant for a portfolio investment management service. At 35, set up and started managing my own Self Managed Super Fund. So today, at 40 years of age, I feel I bring a wealth of knowledge, experience and success for my clients. Not all Financial advisers are the same. Their qualifications, their experience, their expertise, their knowledge, their services, their advice biases, their honesty and transparency can all differ significantly. I am proud to say that I am able to provide financial advice that is well qualified, flexible, tailored, honest, collaborative, pro-active, value adding, and above all, independent.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.70
  • Number of reviews 26
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Graduate Diploma of Finance and Investment
  • Language spoken
    • English

Lifetime Financial Group

Suite 13, 214 Bay Street
Brighton, VIC 3186

Licensed by

Advice Evolution

AFSL 342880

4.70
26 Reviews
5
4
3
2
1
4.75
Clear communication
4.60
Knowledge & expertise
4.85
Customer care
4.60
Likely to recommend
Showing reviews 1—10 of 26

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4.75

"Adam has been very agile in these Global uncertainty times and managed my Superannuation with wise strategies where the risk and rewards were clearly explained to me. Through Adams knowledge and foresight, I am very pleased with the outcomes. I feel confident of receiving future sound advice and my Superannuation will continue to grow,"

  • Aged Care
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Adam has given me advice on our self managed super fund for over 10 years. Annually we discuss and prepare a plan for the SMSF and review performance on a monthly basis making changes if necessary. Our fund has continued to give a positive return over this period. Adam is always available to discuss all issues that may arise and make suggestions to improve our investments. His current paper on silver and gold recommendations is a good example of the detailed research he has undertaken to help improve investments."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Adam provides me with timely intelligence, perspective and overall guidance which in turn, allows for better and more informed decision making in relation to portfolio investments."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam’s advice is well researched and considered. He keeps us fully informed and updated, providing personalised, pertinent information from which we can make informed decisions."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam, provides excellent tailored financial advice. He listens and seeks to understand an individual risk profile before recommending strategies. He’s constantly in contact and provides excellent financial updates. Not only is Adam a professional, he is also a very genuine likeable person."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I highly recommend Adam in the areas of investment advice and retirement planning."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam provided very helpful, trustworthy, and honest advice. I will be recommending him to my family and friends."

  • Complex Investments
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam has been our family's trusted advisor for nearly 10 years. He's always a pleasure to work with, and is an absolute beacon of professionalism, conscientiousness, and integrity. In addition to planning and advisory services, Adam adds enormous value with his extremely intelligent, insightful, and refreshingly independent analysis of markets and the broader economy. Thank you Adam!"

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam is a high-quality financial planner/investment advisor and a high-quality person. Diligent and conscientious - I've benefited greatly from his analytical approach to research and investment advice and I have no hesitation whatsoever in recommending Adam to my clients and associates."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam brings a great sense of calm to dealing with finances. He provides research and clarifies any concerns that I have with my insurance and superannuation needs."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 26

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2000

Graduate Diploma of Finance and Investment

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2003

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Monash University (MON)
Completed
1999
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