Having Adam as our financial adviser was the best decision we have made for our financial security. Not having much experience in this area, we were looking for help as we only have a few years of full time work remaining before semi retirement. This is where Adam was invaluable for us in the planning of our financial security. Adam gave us a thorough assessment of our situation and where we needed to invest and change some scenarios where needed. Adam gave us great confidence through his thorough research and knowledge to set us on a strong financial journey towards retirement. I highly recommend Adam for any financial and or investment advice that anyone is seeking. Once again thank you Adam.
Adam is approachable and know his products. I would recommend him to anyone.
We were introduced to Adam by a trusted friend and neighbour. We were pleased that Adam came to our home which was extremely convenient. After that he was easy to contact and once we had decided to go ahead he was still quick to respond to points of clarification and once more he was happy to visit us at our home and did so promptly.
Adam was extremely helpful with helping me with my superannuation, would highly recommend.
Adam has given me advice in areas including self managed super funds , advice on my life insurances, and my financial portfolio.Adam was usually able to explain things to me in a clear way. Through Adam's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Adam's full care and attention when I needed it.'
Harkness Financial Pty Ltd12 Isa Rd
Worrigee, NSW 2540
- 9:00am – 5:00pm Monday – Friday
- Adviser status Platinum
- Number of reviews 29
- First year providing advice 2004
- Years of experience 19
- Graduate Diploma of Financial Planning
Fortnum Private Wealth Ltd