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Adam Wade

 Adam Wade

Share profile:
31 Keen Street
Lismore
NSW
2480
AU

Overview CONTACT THE ADVISER

Adam Wade Adam Wade

total Reviews

12

Experience

11yrs

Status

Gold

Overall Adviser Rating

87

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

TNR Wealth Management
TNR Wealth Management

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Westpac/BT
Westpac/BT
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Aged CareAged Care
Eco Friendly InvestmentsEco Friendly Investments
Socially Responsible InvestmentsSocially Responsible Investments
Managing DebtManaging Debt
Estate PlanningEstate Planning
My fees
  • Free Initial Consultation
  • Personal Advice starting from $2,750
  • Ongoing Advice starting from $2,750

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.

Link to my full pricing can be found in my Financial Services Guide

Latest Customer Reviews (3 of 12 total)See all

"Adam was the only fin advisor or even accountant that explained things clearly to us, thank you good sir."

Warwick, 56-65 8 Jun 2018

"A very approachable man, who takes a great deal of time to listen to your situation & will give his advice on how best to proceed. "

Leeanne, 56-65 16 May 2018

"Adam was very thorough with my financial situation and explained things thoroughly. I would recommend him to anyone. Very helpful and consistently involved in my financial plan for a brighter future. "

Meagan, 35-45 16 May 2018

History & Qualifications CONTACT THE ADVISER

My qualifications

Self Managed Superannuation Funds (2015)

Diploma of Financial Planning (2008)

My membership
Awards
  • No award found
Years of experience
  • 11 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

31 Keen Street, Lismore
NSW 2480 Australia

Office hours

Monday:   9AM to 5PM
Tuesday:   9AM to 5PM
Wednesday:   9AM to 5PM

Other address

Level 1
120 Jonson Street, Byron Bay
NSW 2481 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 97% Average Reviews
  • 12 Total Reviews
Warwick, 56-6508 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Adam was the only fin advisor or even accountant that explained things clearly to us, thank you good sir."

Leeanne, 56-6516 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"A very approachable man, who takes a great deal of time to listen to your situation & will give his advice on how best to proceed. "

Meagan, 35-4516 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Adam was very thorough with my financial situation and explained things thoroughly. I would recommend him to anyone. Very helpful and consistently involved in my financial plan for a brighter future. "

Carolyn , 35-4522 Jan 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Adam took the time to educate me in regards to my finances and how best to achieve my financial goals. This education was incredibly empowering and I am very appreciative of how he has set me up for financial success. "

Denise, 46-5508 Dec 2017
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"Adam is very easy to work with. He is very knowledgeable and clear with his information. I would recommend him to anyone who needed a financial adviser. "

Atenai , 23 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Adam is personable, knowledgeable and always strives for the best outcome. Adam implemented our personal insurances some 8 years ago while being mindful of my concerns about cost and the purpose of cover. Fortunate we maintained these polices with my husband taking ill unexpectedly 2 years ago. As a result of being able to claim on his TPD & Income Protection policies we've managed to maintain our lifestyle and undergo ongoing medical care. "

Richard, 35-4517 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Adam has been great to deal with. Nothing has been too much and everything has been perfectly explained. We were looking for someone to take the pain out of the "boring stuff" but know that we were being given sound advise and we feel that Adam has done just that. "

Val , 65+27 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have always found Adam to be a thorough Gentleman, always has empathy for my Situation and future requirements. Would not hesitate to recommend him to Family and Friends, and Business Associates. Val"

Melanie , 46-5509 May 2017
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"I've had a very positive experience with Adam, and feel comfortable in entrusting Adam with my investments, strategies and insurance requirements, to suit my business and personal needs. "

sharyn , 56-6508 May 2017
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"Very easy to communicate with Adam. He made me feel there was not a dumb question ( even if there was ) and it was no bother for him to explain the same thing twice . Has ability to explain clearly and concisely on a level that suits his client needs ."

Janice, 65+28 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Adam goes out of his way to accommodate us when we wish to speak with him. His advice is always clear and concise. He has a very plesant personality and deals with any questions or concerns we have in a highly professional and confidential manner. He has our trust and we have no problem recommending him to family and friends for advice on their financial planning matters."

Justin , 35-4523 Feb 2017
Expand
Overall customer rating
88%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
100%

"Adam is extremely knowledgeable and hard working he always has our best interests at heart which is important to us. I would recommend Adam to anyone who is looking for an authentic planner to work with."

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

1

Number of advisers who vouch for the integrity of this adviser

1

WHOST PTY LTD

Top 5 Skills (as rated by customers)


#1
Insurance Protection
STRENGTH
7
Customers

#2
Building Super
STRENGTH
5
Customers

#2
Preparing For Retirement
STRENGTH
5
Customers

#2
Savings Investment
STRENGTH
5
Customers

#3
Self Managed Super Funds
STRENGTH
3
Customers

#4
Household Budgeting
STRENGTH
2
Customers

#4
Managing Debt
STRENGTH
2
Customers

#5
Estate Planning
STRENGTH
1
Customers

x

Overall rating

87%

Adam Wade

Company: TNR Wealth Management

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Adam Wade is a member of and in what capacity, the licensee or company of Adam Wade and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Adam Wade (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%