Adam is an expert financial adviser with over 9 years industry experience in New Zealand. He has a proven track record in helping clients achieve their financial goals through planning, wealth management, KiwiSaver, and personal insurance solutions. Adam has previously worked for Tower, AMP, and Apex Advice Group.
Adam specialises in creating personalised insurance solutions, and offers guidance on investment strategies to maximise returns and minimise risks. Adam is also well-versed at helping clients navigate the complexities of KiwiSaver to make informed decisions, whether for a first home or a comfortable retirement. With a focus on building long-lasting relationships, he takes a holistic approach to financial planning – integrating insurance, investments, and retirement planning into comprehensive strategies.
Adam consistently impresses clients with his exceptional commitment and service. He has a deep understanding of KiwiSaver and managed funds and excels in crafting comprehensive insurance plans to protect clients' financial well-being. Adam’s ability to connect with people from all backgrounds allows him to provide tailored advice to individuals at every stage of life, from early career to retirement. His experience in guiding clients through challenging claim processes has helped many maintain their financial stability during difficult times.
Adam has a diverse client base, serving individuals from all backgrounds and life stages. He has worked with a variety of clients, including young professionals, business owners, and experienced investors. He looks forward to helping his clients achieve their financial goals and support their financial wellbeing.
