Adam Marjoribanks

Sabal Wealth

Gold
27 Yrs Experience
East Toowoomba, QLD 4350

Over my 25+ year career, I have helped a wide variety of clients reach their financial goals. Building long lasting relationships with my clients is something I enjoy and pride myself on. Many of my clients have been with me now for over two decades which has resulted in second and third generation children and grandchildren becoming clients. 

I will take the time to understand your investment goals and objectives, as well as your personal financial situation. This allows me to tailor my advice to you individually, and to work with you through your financial journey. 

I believe in providing quality advice, that is easy to understand. I enjoy working with my clients and helping guide them through their different life stages. I believe that ethical, quality financial advice should be available to all Australians. 

I work with personal and business clients assisting them with retirement planning strategies, superannuation strategies, Centrelink advice, investment / wealth creation advice, personal insurance / asset protection strategies, strategic asset allocation management and corporate superannuation strategies.

Find us on Facebook - search for @Sabal Wealth, and check out my Linkedin profile: https://www.linkedin.com/in/adam-marjoribanks-51ba6a43/ or www.sabalwealth.com.au for more about me and where I work.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

Our fees will depend on the type of advice required by the clients and is based on an individuals personal circumstances. Fees vary between an Asset Based Fee structure or Fixed Fee structure which allows everybody access to quality financial advice.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.89
  • Number of reviews 7
  • First year providing advice 1997
  • Years of experience 27
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Sabal Wealth

Suite 2, 74 Margaret St
East Toowoomba, QLD 4350

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Licensed by

Count Financial Limited

AFSL 227232