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BOLTON FINANCIAL SERVICES

Holistic Financial Planning

 

ABOUT ME

Adam Bolton - Director and Principal Advisor

Since 2012 I have been providing holistic financial advice to clients from a wide range of different backgrounds.

The advice I provide is a goals based approach with the flexibility to adjust on-going strategies as our lives change around us.

In terms of qualification, I hold a Bachelors degree from Bond University with a double major in Finance and Business Economics.

Also, in addition to my Bachelors degree, I completed my Masters in Financial Planning in February, 2019.

 

SERVICES

Expertise. Flexibility. Customisation.

Analysing the Numbers
Working with Coffee
Business Partners at Work

WEALTH CREATION

SUPERANNUATION & RETIREMENT PLANNING

PERSONAL INSURANCE & ESTATE PLANNING

 
 

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

Bryce & Amelia - 30 & 32 - Dallas, Texas