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.
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