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Wealth Creation

 

 

We work with you to develop and implement a strategic plan that delivers specific outcomes in line with your lifestyle and financial goals. This plan is evolutionary, to allow for variations as it develops, implemented progressively and managed by AD Wealth over time.

Through ongoing management, monitoring, and measuring. AD Wealth will guide you in the achievement of your financial goals, providing you with an outline of the immediate and long-term benefits of your personalised strategy.

Our Portfolio Service comprises directly held investments with a professionally managed asset allocation. The allocation is based on the specific rules of management charter, which is determined by an Investment Committee.

The Portfolio Service allows us to manage your portfolio at our limited discretion, based on your investment strategy, while you maintain beneficial ownership of the investments. The Investment Committee retains the right to change your portfolio, with your authority.

The ability to rebalance your portfolio – based on predetermined rules – provides the optimum framework for your financial portfolio and its underlying assets. Our experience has taught us that these correctly established portfolio construction methods, tailored to your short and long term objectives, consistently assist in enhancing your potential for achieving your lifestyle goals, during the many different market events that will occur during your lifetime.

  • Portfolio asset allocation
  • The procedure for selecting, managing and blending professional investment managers and/or investment types
  • The requirement for a rules-based investment mandate, controlling asset choice and future challenges
  • Alternative assets and their value within a portfolio

 

Successful asset management demands appropriate responses to the many economic changes and market fluctuations that occur around us. At AD Wealth, these responses depend upon the operative measures and procedures that we have established and specifically outlined as part of your portfolio.

The AD Wealth enhanced wealth offering is designed to provide specific services and special investment projects that can assist in the realisation of your objectives by delivering or supplementing your future lifestyle needs.

Examples of these services include

  • Finance Rick Protection
  • Wealth Creation / Tax Planning
  • Residential Property
  • Land Development
  • Structured Gearing
  • Structured Products

Growth accounting for ambitious business owners

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AD Partners
Accounting Excellence

Real Growth Plans

At AD Partners, we don't just 'do the books

Business Automation

We set up systems that save you money and enable real revenue growth

Structure

We ensure our winning blueprint and structures are implemented in your business from the day we are appointed

Meet the Partners

Tony Dimitriadis
B. Bus CPA

Director

Tony has over 30 years’ experience as an accountant, and over 15 years’ experience as a CPA.

His first 18 years’ experience involved financial, management and operational accounting roles at a senior management level, in the security, transport, and forensic accounting industries.

 

DAVID AZZOPARDI
B. Bus CPA

Director

David has over 30 years’ experience as an accountant, and over 20 years’ experience as a CPA.

His first 17 years’ experience involved financial, commercial and operational accounting roles at a senior management level, in the general insurance, and telecommunications industries.

Our clients

Tony and his team at AD Partners don't just "do your taxes" they help your business grow and develop strategies with you in view of profit. I have worked with AD Partners and continue to work them together with many of my clients regarding their property development ventures and current businesses. I would not trust anyone else with my business or my clients. Highly recommended.
Olivia TerziovskiBoutique Lawyers Melbourne
Dear Tony, This is a very serious, important and interesting work, where there is not a single superfluous word that is speaks about the value of this book, even for subsequent generations! Such a book can and should even become the main reference book for Investors - Developers, where even marked the "points of connection" to the relevant experts. With "connection points" your book gets even more value!
Boris KhazinskyManaging Director at Bonico Development Group Pty Ltd.
I have been a client of Tony’s firm, AD Partners, for many years and the tools and insights that he shares in his book have helped me enormously in my building and property development business. Not only does he make it simple and easy to understand financial management, he and his team continuously support me to ensure I have a successful business.
DARREN MCINNESMcinnes Home
Most Accountants I meet around the world are general in nature. They are trying to be all things to all people. What I like about Tony is he is extremely focused on the building sector. By being this focused he can go deep on methodology, advise based on what other clients have done and add tremendous value to his clients. This book is an example of his focus. All builders should buy this book and listen to Tony’s advice
ROB NIXONEntrepreneur, Author and global expert on Accounting firms

Call us today

If you are looking for a proactive and dynamic Accounting, Taxation and Business Consulting Practice to take your business to the next level.

(03) 934 934 99

Call us today

AD Partners is entirely focused on achieving the best possible results for you, our client. After all, making sure your balance sheets and profit margins are up to date and accurate is just the start. We also make planning a lot easier for you by adjusting and streamlining your systems to match your business processes.

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