Personal freedom is invaluable. The power of choice and the ability to spend time with loved ones cannot be quantified. This ideal can become a reality through a solid and consistent approach to building your financial security.

With many years of experience, we at AD Wealth have learned a lot about people. We have seen how people work, how they plan and what drives them. This knowledge is instrumental in the development of our objective:

To deliver independent, high quality wealth creation and financial planning solutions that assists you in meeting your financial and lifestyle goals.

We listen, act and lead. We work with you and your family to secure your future.

AD Wealth understands the importance of building financial security throughout your lifetime. We are one of Australia’s select independently owned financial planning firms. Our services include a host of traditional financial planning solutions in addition to forward thinking options, developed to deliver real value for our clients.

We work with you developing a flexible model to make your goals a reality, allowing you to create a better quality of life, both now and into the future. We guide you in developing your strategic plan, which firstly enables you to understand your current position and then moves you progressively towards reaching your desired results.

Now more than ever we are focused on providing guidance based on a documented strategy, a strategy which delivers real value. We have developed our solutions, including specific plans and asset based portfolio programs, to meet your varied needs.

Once your needs are identified we tailor our advice towards simplifying your life and resolving any financial challenges. We continually seek to build your asset base by converting income into long term investment capital. Upon retirement, our focus for you switches to maintaining financial security and optimising your choices. Whether you are a full service client or simply require investment options, we have a solution unique to you.

Simply put when AD Wealth build personalised strategic plans, appropriately supported by asset backed programs our results are measurable both in a financial and personal sense.

The time to start planning for your future is now. Invest a little time in speaking to AD Wealth Partners and set yourself on the path to a brighter tomorrow.