Over my 20+ year career, I have helped a wide variety of clients with their financial goals. Building long lasting relationships with my clients is something I enjoy, and pride myself on as many of my clients have been with me now for over two decades.
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.
If you are a corporate client seeking advice, I can offer expertise to assist with wealth creation strategies, 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.
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.
We are very happy with advice gives to us by Adam over many years.
Adam has been very helpful with all our superannuation requirements. Always quick to respond to any requests.
Adams advice has always been measured, considered and extremely helpful. Both myself and my family past and present have relied on Adam’s guidance for over 15 years. I have always received Adams full care and attention when I have needed it.
We have relied on Adam ever since we arrived in Australia over 20 years ago. He has always been available with help and advice and we would recommend him to all who might be looking for a reliable adviser.
As a client of Adam's for many years I have benefited greatly from his sound advice and acute knowledge in managing my finances He's also very friendly and approachable and has a genuine interest in seeing his clients directly benefit from actioning his advice
- Adviser status Gold
- Number of reviews 5
- First year providing advice 1997
- Years of experience 26
- Advanced Diploma of Financial Services (Financial Planning)
Sabal WealthSuite 2, 74 Margaret St
East Toowoomba, QLD 4350
- 8:30am – 5:00pm Monday – Friday
Count Financial Limited