We’re in the business of serving individuals and families by integrating personalized wealth management with focused financial planning. Whether you’re planning for retirement, changing careers or expanding your family, we enjoy collaborating with you to help you make the most of your wealth in a straightforward, easy to understand way.
14 customer reviews
Aled Roberts
Adam is always responsive, listens well and delivers what he says he will. He shows that he cares about client outcomes through his attention to detail and regular check-ins. Whether you're just starting out on your wealth planning journey or are already well planned, go talk to him. And if you or your family members haven't even thought about planning your financial future, even more reason to go talk to him!!! More...
Reviewed on Google Maps
Navjyot Deol
I will highly recommend Adam. Adam has looked after my insurance needs with total integrity, which gives me peace of mind and I can sleep without worrying about my finances. Thanks Adam it was pleasure.
Reviewed on Google Maps
Ming Chau
We found Adam to be very friendly and easy to work with. His advice was consistently clear, thorough, and helpful, which made our experience very positive. I would confidently recommend Amber Wealth to anyone seeking financial guidance. More...
Reviewed on Google Maps
Janine Cochrane
My experience With Adam from Amberwealth: An extremely professional productive & consistent attitude & work ethic. Adams knowledge action & follow up has put me into a great position for my future, leaving no stone unturned. I can not thank Adam enough for always going that extra mile to ensure I reap the benefits with a healthy & motivating outcome moving forward Thank You Adam More...
Reviewed on Google Maps
margaret williams
Adam is amazing, he is so helpful and will go the extra mile for you and give you the correct financial advice and grow your super fund. I have have no problem in referring Adam to any person as I have 100% confidence in him. More...
Reviewed on Google Maps
Janine
Financial Advisors
Adam is highly professional in his attitude explains
* all required very clearly
* has great follow up
* ensures all is clear with you
* understands what you require both long & Short term.
* Highly trustful
* Has extended knowledge on subject
More...
Naveed Mohammad
Adam of Amber Wealth has thorough knowledge of the products; he is a good listener and understand his target audiences. I am very happy with financial advice given to me and saved a lot of money, I sincerely thanks Adam for his services
Reviewed on Google Maps
vincenzo nuzzaco
Financial Advisors
Adam suggested a few options and explained them well ,so l will happy to see which direction l will go
Dave M
Adam is amazing at what he does and is very knowledgeable. You can tell he really cares and always strives to get the best outcome.
Reviewed on Google Maps
Karthik Menon
I cannot speak highly enough of Adam, a truly exceptional financial planner who stands out in every way. He has set my families financial future which is on track to a great financial trajectory. From the very first interaction, Adam exudes professionalism, warmth, and an unparalleled depth of knowledge that instantly instills confidence. He is the epitome of trustworthiness, dedication, and expertise, making him an absolute gem in the financial planning industry. Adam’s approach is nothing short of meticulous. He takes the time to truly understand his clients' goals, needs, and aspirations, delving deep into their financial situation with a level of care and precision that is nothing less than extraordinary. His attention to detail is remarkable, ensuring no stone is left unturned when crafting personalized strategies. Adam’s ability to articulate complex financial concepts in a clear, relatable, and approachable manner is a testament to his exceptional communication skills and deep understanding of his craft. One of Adam's most admirable qualities is his unwavering commitment to his clients' success. He goes above and beyond to ensure that every decision is tailored to their unique circumstances. His advice is always insightful, forward-thinking, and profoundly impactful, empowering clients to make informed decisions with absolute clarity and confidence. Adam’s ability to anticipate potential challenges and craft proactive solutions is nothing short of visionary. What truly sets Adam apart is his genuine passion for helping others achieve financial freedom and security. He is patient, compassionate, and endlessly supportive, creating a trusting and collaborative relationship that feels more like a partnership than a business transaction. Adam is not only a financial planner but also a mentor, cheerleader, and confidant, always striving to bring out the best in his clients and their financial potential. Adam’s expertise spans a wide range of financial areas, and he demonstrates an extraordinary level of competence and mastery in each one. Whether it’s investment planning, retirement strategies, tax optimization, or wealth management, Adam’s recommendations are always insightful, innovative, and grounded in a deep understanding of current financial trends. His solutions are both practical and ambitious, striking the perfect balance to help clients achieve their short- and long-term goals. In addition to his technical skills, Adam’s professionalism is exemplary. He is always punctual, organized, and thoroughly prepared for every meeting. His positive energy and can-do attitude create an atmosphere of optimism and reassurance, making the entire financial planning process a pleasure. Adam’s integrity shines through in every interaction, leaving no doubt that he has his clients’ best interests at heart. In summary, Adam is a truly outstanding financial planner who is in a league of his own. His unmatched expertise, tireless dedication, and genuine care for his clients make him an invaluable asset to anyone seeking financial guidance. Working with Adam has been a transformative experience, and I wholeheartedly recommend his services to anyone looking for a reliable, knowledgeable, and compassionate financial professional. Adam is, without a doubt, the gold standard in financial planning. More...
Reviewed on Google Maps
Suny Fan
Adam is an absolute pleasure to work with. He is excellent at what he does, and he feels like a real genuine guy. Highly recommend.
Reviewed on Google Maps
Samson Tam
Adam is very switched on and professional. Absolutely love his work. Highly recommend.
Reviewed on Google Maps
Guy Weerarathne
Adam is a highly knowledgeable and passionate adviser.
Reviewed on Google Maps
Marcus Adams
Financial Advisors
Prompt, understanding, thorough and courteous.
What do you love most about your job?
I love helping people feel confident and in control of their finances. There’s nothing more rewarding than seeing clients achieve their targets and goals—whether that’s buying their first home, retiring comfortably, or simply feeling less stressed about money. Every client’s situation is unique, and I enjoy building tailored strategies that make a real difference in their lives.
What inspired you to start your own business?
After many years working in the financial services industry, I wanted to create something more personal—where clients truly come first. I started my own business to offer clear, honest, and practical financial advice without the big-institution pressure. My goal is to build lasting relationships and help people make confident financial decisions that improve their lives.
Why should our clients choose you?
Clients choose me because I take the time to truly understand their goals, not just their numbers. I provide clear, easy-to-follow advice that’s tailored to each person’s situation—no jargon, no pressure. With over 15 years of experience in financial planning, I focus on building trust, transparency, and long-term results. My priority is helping clients feel confident and supported every step of the way.
Can you provide your services online or remotely? If so, please add details.
Yes - we can offer services via Zoom/Teams/Over the phone - also most of the times we can travel to your location.
What changes have you made to keep your customers safe from Covid-19?
We comply with all the state laws in regards to Covid-19
Retirement planning
Transition to retirement,Super, SMSF & Account Based Pensions & Social Security Benefits
Investments outside of super
Review and establishment of investments outside of super:
Investment Property
Shares
Exchange Traded Funds
Managed Funds
Personal insurance
Review and recommendations around:
Super vs Outside of super insurance
Life insurance needs
Total and Permament Disaiblity insurance
Income Protection
Business Expenses
