Adam is a highly qualified finance professional with a Certificate IV in Mortgage Broking, a Diploma in Financial Services – Financial Planning and a Diploma in Financial Services – Mortgage Broking Management. For more than six years, Adam has been assisting people in Queensland and Northern NSW with their financial needs, providing excellent financial advice, support and assistance in addition to mortgage and finance broking services.
Adam is well known for his ability to communicate and get to the heart of a client’s particular situation and unique financial requirements. He has become the most trusted advisor of a wide variety of individuals and businesses in the region, providing a very high level of service and assistance on an ongoing basis.
Adam has built a broad network of professional relationships to assist his clients with all of their needs including highly reputable accountants, financial planners, solicitors, builders, building and bathroom suppliers, property advisors and more.
I also make a point of being involved with a complete solution and to this end, I have developed a fantastic network of reputable professionals who can facilitate everything you may need in your journey to success.
In addition to providing a wide variety of individuals with solutions to their financial needs, I often work with businesses for their commercial financial requirements. It’s important that businesses can access the funds they need to create a profitable operation and facilitate business growth.
Banks do not provide people with the advice and support they need to make a real difference in their lives and secure their financial future. My role is to work with my clients to help them achieve both their short and long-term goals.
I am very experienced at working with financial structures and frequently assist my clients with paying down their debts faster and growing their investment portfolios. Most people don’t know enough about using financial products to achieve their dreams and I am passionate about educating my clients and providing them with the information and advice they need to make the right decisions to get where they want to be.
We cannot thank you enough for getting our application to refinance our home loan across the line. We originally started this process thinking that our application should go through rather smoothly as we were going through the same bank with the broker that we used previously. As you know, this certainly wasn’t the case and after 2 months of delays, excuses, constant follow ups for answers and the urge to give up, we are so thankful to have contacted you. After our initial conversation with you, we were so impressed with your expertise and knowledge on all of the options out there and what would be most suitable for us. Your advice certainly led us in the right direction, as not only did you negotiate a great interest rate, you also got us approval to borrow the much needed extra funds for a new car and home renovations AND you saved us from paying over $13,000 on Mortgage Insurance!
We understand it wasn’t the easiest of applications to get through but your professional approach and continuous communication made the process seem so simple and we are incredibly grateful. We have already started referring you to all of our family and friends!