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.
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.
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.
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.
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.
Northcorp Wealth Management Pty LtdSuite 1-3 Bourne House, 10-12 Short Street
Port Macquarie, NSW 2444
- 9:00am – 5:00pm Monday – Friday
- Adviser status Gold
- Number of reviews 39
- First year providing advice 1999
- Years of experience 24
- Certified Financial Planner (CFP)
PGW Financial Services Pty Ltd