Adam Easter

NORTHCORP WEALTH MANAGEMENT PTY LTD

Gold
23 Yrs Experience
Port Macquarie, NSW 2444

Recent reviews

NORTHCORP WEALTH MANAGEMENT PTY LTD

Suite 1-3 Bourne House, 10-12 Short Street
Port Macquarie, NSW 2444

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 39
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Licensed by

PGW Financial Services Pty Ltd

AFSL 384713

4.95
39 Reviews
5
4
3
2
1
4.95
Clear communication
4.90
Knowledge & expertise
4.95
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 39

Sort by

4.75

"Adam is taking care of both an Investment Portfolio and our SMSF. Top management of these assets is an going task and of utmost importance to us. I am very confident that the advice we are receiving is right for our present needs."

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

"Adam has taken care of my Families Financial requirements for many years and of recent time my own superannuation portfolio. I cannot express enough how professional Adam is, he is totally loyal to his clients having a clear understanding of what is best for them. What makes it so much better than I have experienced in the past is that Adam explains everything he is suggesting in such a manner that makes sense with a clear understanding of how he can manage your portfolio. Together as a team, Adam and Xanthe are truly professional and I certainly recommended their services."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Adam always keeps you informed and up to date with what the market is doing and how he is working to protect and build your finances."

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

"Adam has given me great advice in relation to the effective management of contributions to superannuation and investing through superannuation. Adam always explains things in a clear and precise manner and is always willing to listen to my concerns. I always come away from our meetings feeling very positive and confident with the advice we have received."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam is always committed to excellent personal service and we are happy to recommend him to others. The WHITE BOARD drill is excellent to understand and reflect on. You can ring for advise and receive attention when you need it. Adams knowledge and experience makes us extremely confident. On the infrequent occasion that Adam is unavailable Xanthe is extremely competent and knowledgeable on all financial matters."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam has always given us advice regarding all financial matters in relation to our retirement investments. At all times with his knowledge and professional outlook Adam has made our retirement easy and non stressful."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam has given advice and handled our super funds and pension funds for 3 years and after seeking him out we are very confident in what he is doing with our pensions and investments . He has earned our confidence and has always ensured that we are kept up to date as well that we understand the advice."

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

"Adam has given me sound advice on my Superannuation and retirement plan and has explained everything in terms and words that i understand. I am very confident that Adam's advice will help me meet my retirement goals. Adam and Xanthe are always available if I have a question or problem."

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

"Adam has been terrific in providing advice in a very practical manner, which made it easy for us to understand. His underlying knowledge in all areas of investment, insurance and planning for now & the future, are clearly evident and tailored to meet our individual needs. We have great confidence in Adam's ability to provide an ongoing partnership with us, to provide for our financial needs of the future."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Since appointing Adam as our adviser we have been very comfortable and confident in his advice and in the outcomes achieved. His advice on our superannuation and pensions is outstanding and is making a positive difference to our ability to live the lifestyle we want to live in our retirement. Adam is easy to contact, easy to understand and keeps us full advised on any matters that may affect our portfolios."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 39

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

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

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2004

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2001

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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