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I have spent the last 15 years specialising in wealth creation and retirement planning, providing advice to individuals, business clients, and SMSF's. I consistently work to improve our client’s financial position through knowledge and action.
Please get in touch on 07 3164 6222 and ask us what we do and find out how we can assist you to secure your and your families future.
Our fees are based on complexity of advice which is informed by the strategies needed to achieve your goals and the number of entities requiring advice. We approach ongoing advice in the same manner.
Adam has given us advice in the areas of superannuation and retirement plans. Adam has been able to explain things to us in a clear way. We feel confident in Adam's knowledge, experience and advice which was right for our needs. Adam was available to communicate with us when required.
Adam has always been extremely helpful, with excellent knowledge over a broad range of financial matters, easy to talk to and we have no doubt that Adam has our best interests at heart. We would have no hesitation in recommending Adam services.
Adam has given me great advice on personal insurance, superannuation and my financial options over the next 20 years. Adam is very clear and straight forward in his explanations and leaves me feeling very confident in his knowledge and advice. I would definitely recommend him to friends and family.
Adam has given me advice in investing my savings with a variety of options including stocks and shares to help me plan for retirement. Adam was consistently able to communicate and explain things to me clearly. I am very confident that the advice given was right for my needs. Adam paid close attention and demonstrated a clear understanding of my situation, I would gladly recommend Adam to family and friends.
Adam was professional, easy to talk to and very knowledgeable. He went out of his way for me, speaking on the phone well out of business hours. I would highly recommend his services.
- Adviser status Silver
- Number of reviews 18
- First year providing advice 2007
- Years of experience 16
- Graduate Diploma of Financial Planning (Advanced)
My Fortress Milton10 Dorsey St
Milton, QLD 4064
- 8:30am – 5:00pm Monday – Friday
My Fortress Pty Ltd