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BOLTON FINANCIAL SERVICES

Holistic Financial Planning

Home: Welcome

ABOUT ME

Adam Bolton - Director and Principal Advisor

Adam Bolton is an Authorised Representative No. 420271 of InterPrac Financial Planning Pty Ltd (AFSL 246638)

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

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

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

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

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Home: About Me

SERVICES

Expertise. Flexibility. Customisation.

Analysing the Numbers
Working with Coffee
Business Partners at Work

WEALTH CREATION

SUPERANNUATION & RETIREMENT PLANNING

PERSONAL INSURANCE & ESTATE PLANNING

Home: Services
Home: Testimonials

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

07 3709 6772

©2023 
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Copyright in the information contained in this site subsists under the Copyright Act 1968 (Cth) and, through international treaties, the laws of many other countries. It is owned by Interprac Financial Planning Pty Ltd unless otherwise stated. All rights reserved. You may download a single copy of this document and, where necessary for its use as a reference, make a single hard copy. Except as permitted under the Copyright Act 1968 (Cth) or other applicable laws, no part of this publication may be otherwise reproduced, adapted, performed in public or transmitted in any form by any process without the specific written consent of Interprac Financial Planning Pty Ltd

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