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.
All the latest from Instagram
Proud to be heading into year two as a @hobarttigers sponsor. 🐯
What they’re building right now is something worth being part of. The rebuild has been real, the commitment has been obvious, and honestly it’s just a great club to support.
Here’s to another year. Go Tigers.
Excited to be back on the @runwaywealth Behind the Advice podcast.
This time Mitch and I are diving into superannuation and retirement planning, whether you’re based here in Australia or living abroad, it’s a topic that’s worth understanding sooner rather than later.
Comment ‘SUPER’ and I’ll send you the link to listen.
The 2026 Federal Budget included some significant changes for property investors and if you own or are considering an investment property, it’s worth understanding what’s coming.
This is general information only and does not constitute personal financial advice.
So caught up in Federal Budget updates and client work that I nearly missed my own business birthday. Better late than never!
Seven years in, and I still can’t believe I get to do this every day.
To every client who’s trusted me with the big stuff: thank you. You’re the reason this exists.
Here’s to the next seven. 🥂
The Federal Budget just dropped, and for anyone with investments, there are some significant changes to CGT worth understanding.
If you hold investment assets, whether that’s shares, property, or anything in between, (just don’t ask us about crypto… we don’t mess with that) this is worth reviewing before 2027.
This is general information only and does not take into account your personal financial situation, needs or objectives. Please speak with a qualified financial adviser before making any decisions.
I only have myself to blame.
Amongst the chaos though, someone snuck in a genuinely great question, “what’s the one money tip you wish you knew as a kid that you learnt later?”
I recorded my answer. Watch till the end.
ᐧ
Budget night has come and gone… I’m sure you were all glued to your TVs just like I was 😅
Here’s a quick overview of some of the key changes announced, and we’ll be following up shortly with a more detailed breakdown of the proposed Capital Gains Tax and Negative Gearing changes.
The RBA just moved rates again and whether that’s good or bad news depends entirely on what’s sitting in your portfolio.
If you’ve got money in term deposits or interest-bearing products, there’s a silver lining worth paying attention to.
If you’re holding variable debt (such as a mortgage or credit card debt), the picture looks a bit different.
This is general advice only. For personalised advice, reach out to discuss your specific situation.
#RetirementPlanningAustralia #FinancialStrategy #SuperannuationAdvice
