OUR SERVICES AT ADEPT

We get it...you are either WAY too busy to devote the time your finances deserve, or you simply do not know where to start.  We know that even with the best of intentions, one's personal financial security, and strategic planning for the future, often tacks a back seat to the pressures of life.

 

At Adept, we want to 'uncomplicate' your life.  By being your partner, we will help fine-tune your goals, put in place a strategy to make these goals a reality, and to work with you every step of the way.  Our aim is for you to rest easy, knowing that you have a professional partner to ensure your finances are well looked after, and that contingencies are in place, so that you can focus on other things in life.

 

Whether you are the most sophisticated investor, or someone who has never invested before, we are confident that Adept Financial Planning has a service offering that suits you.

The areas of Financial Planning are broad and extensive, which is why we focus on providing a holistic service to deliver "Integral Financial Management".  Our focus is on creating and protecting wealth, to help you gain financial freedom.

Some common areas in which we provide advice include:

  • Strategic Financial Advice (ensuring you are well positioned within the current legislative environment)

  • Self-Managed Super Funds and Personal Super Funds

  • Corporate/Industry Super Fund advice

  • Retirement analysis and advice, including retirement preparation strategies

  • Investment Advice and Portfolio Construction, incorporating the use of direct equities (shares), wholesale managed investments, together with strategic advice around the use of residential real estate

  • Personal Insurance, ensuring your household income, and loved ones, are adequately protected in the event of death, injury or disablement

  • Business Insurance cover and strategies, such as Buy-Sell Agreements and Key-Person cover

  • Financial coaching, education and mentoring to help increase financial discipline and knowledge

  • Estate Planning strategies

  • Working closely with your existing professional Advisers, or providing access to other professionals if you do not have relationships with these experts when required; such as Accountants, Lawyers, and mortgage and banking services

In short, at Adept we offer holistic Financial Planning Services.  No matter what your requirements, we are able to provide outcome based solutions.  In the event that the advice is outside the scope of our expertise, we will facilitate the introduction of other specialists, and will help mediate the process.

Adept Financial Planning Pty Ltd

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