Services that move with you
Money should serve life, not the other way around. Browse the areas below and see how our big-picture strategy pairs with hands-on help to keep your plans moving.
Get in touch with AdamStrategic guidance
Big-picture thinking comes first. We look at where you are, where you want to go, and why it matters, then set a direction that keeps everything working toward the life you choose.
Get in touch with AdamPlan with purpose
When opportunities pull in different directions, a single roadmap keeps progress on track.
- Identify personal, family, and business milestones, and set time frames.
- Shape ownership structures for tax efficiency, protection, and clarity.
- Model cash flow so today and tomorrow stay in balance.
Outcome: A written plan that shows exactly how each decision moves life forward.
Grow wealth wisely
Portfolios are built on research, not hype.
- Spread investments across shares, managed funds, and other suitable assets.
- Structure portfolios to withstand market ups and downs.
- Report results in clear, everyday language.
Outcome: Wealth that compounds quietly while work, family, and life stay centre stage.
Protect what matters
Strong plans survive surprises.
- Check for gaps or overlaps in personal and business cover.
- Set cover at a level that matches real risks and budgets.
- Update protection as family, assets, and income evolve.
Outcome: Setbacks stay temporary, and loved ones stay secure.
Prepare for freedom
Retirement, career breaks, and business exits need money ready at the right moment.
- Boost super contributions and use pension strategies for tax-smart growth.
- Model income needs, then build reliable sources to meet them.
- Test plans against inflation, market swings, and shifting goals.
Outcome: Work becomes optional on personal terms, lifestyle intact.
Shape a lasting legacy
Passing wealth smoothly and tax smartly keeps family harmony intact.
- Coordinate wills, powers of attorney, and trusts with legal professionals.
- Structure transfers to protect assets and relationships.
- Guide family members so everyone understands the plan and their role.
Outcome: Assets move as intended, and relationships stay strong.
Practical tools
Plans only count when they turn into action. These are the day-to-day tactics, products, and tweaks that put your strategy to work and keep it moving as life unfolds.
Get in touch with AdamInvestment advice
- Build and maintain diversified portfolios of shares, managed funds, and exchange-traded funds.
- Rebalance regularly to stay on track with risk and return goals.
Superannuation and SMSF strategy
- Contributions, pensions, and transition-to-retirement tactics.
- Self-managed super fund setup and ongoing support.
- Beneficiary nominations that match your estate wishes.
Cash flow and debt optimisation
- Surplus tracking and simple banking structures that make saving automatic.
- Debt reduction, refinancing, and sensible leverage for growth.
- Profit extraction approaches for company owners and directors.
Insurance and protection
- Life, total and permanent disability, income protection, and trauma cover.
- Buy-sell, key person, and business expense solutions for owners.
Centrelink and aged-care planning
- Age Pension eligibility, structuring, and application support.
- Gifting strategies and means-tested fee planning.
- Ongoing reporting to keep benefits in place.
Tax and estate coordination
- Work with accountants and solicitors to align structures.
- Capital gains, small-business concessions, and trust distribution strategies.
- Succession and buy-out frameworks for private companies.
Ready to move life and money forward?
A short conversation is all it takes to test ideas, map priorities, and start shaping the next right step.
Get in touch with Adam