Leading you with purpose
Grow what matters most to you
Together we’ll craft a flexible plan that aligns money with your priorities – family, freedom, future. As life shifts, we adjust early, turning new complexity into clear steps that keep opportunity within reach.
Turn surplus into lasting progress
Whether it’s business profits, trust income or a healthy salary, we channel spare cash into purposeful growth. You’ll see tangible milestones ahead, each move measured against what comes next for you.
Build momentum, not just balance
Our partnership turns today’s financial strength into tomorrow’s wider choices. With proactive reviews and early insight, your strategy stays ahead of change while life leads the way.
Built for people on the move
Bryce & Amelia
30 and 32, Dallas Texas
Our financial situation has been quite complicated over the last 12-18 months, but the attention to detail and expertise which Adam has shown in managing our finances could not be faulted. He is passionate, knowledgeable, approachable, and has a genuine interest in ensuring what was best for us and our long-term financial security. We truly cannot recommend him highly enough
Mike and Jane
62 and 59, Gold Coast
Adam has been our financial adviser for a number of years from him working for companies through to commencing his own business. We have been appreciative of the time and effort he has put into our portfolio. He is very personable in his approach with business matters and product knowledge… I have found Adam to be patient and more than happy to answer and explain anything I ask. We are very happy with Bolton Financial Services we know Adam works with our best interests at heart he understands his clients needs…
Carl
58, Gold Coast
Adam’s knowledge and total professional attitude is second to none. Adam has been working with my finances for quite a number of years and his advice and guidance has helped my Super grow considerably. I feel he even had it invested smart enough that when the unknown Covid-19 hit the decrease due to the market drop was much lower than others I know.
He is quick to respond to questions and listens to you so he can work with you on your portfolio. I can highly recommend Adam, he treats a person with respect and more importantly views one as an individual not just another client.
How we steer your success
Feel confident about your money and clear about the next steps.
Step 1
Get to know each other
A quick chat to understand goals, family and finances.
Step 2
Shape your strategy
We map tailored steps and agree priorities together.
Step 3
Move forward with momentum
We execute, review early, and adjust as life shifts.
