You can plan for the future and make financial decisions with the assistance of a financial advisor. This could include guidance on taxation, insurance, investing, superannuation, retirement plans, estate planning, and budgeting.
A certified Australian financial services (AFS) licensee, an authorised representative, an employee or director of an AFS licensee, or an employee or director of an AFS licensee’s related body corporate is considered a legitimate Australian financial adviser. One of the most crucial reminders in looking for a financial adviser is to ensure they are licensed and legitimate in guiding you through your financial portfolio.
So without further ado, here are the top ten financial advisers in Adelaide.
1. Hopscotch Wealth
Hopscotch Wealth is an Australian Unity Personal Financial Services Limited authorised representative. They, like the people they choose to work with, have an insatiable desire for continuous improvement. They believe that setting goals must not be complicated. The true art form creates an environment of creativity, honesty, fun, and collaboration. They are known to make the journey toward growing your wealth fun and effective.
Hopscotch can help anyone from a young family to a professional in his middle years build their financial future through strategic advice and personalised guidance. Their goal is to help their clients improve their financial situation while creating a better financial future for themselves through wealth accumulation and growth. At Hopscotch Wealth, the team considers all who walk through their doors as valued clients.
Address: 9 Claxton St, Adelaide SA 5000, Australia
Phone: +61 8 7200 2354
Website: hopscotchwealth.com.au
2. Wealth On Track
Wealth On Track is independent of any bank or product maker because it holds its own financial planning license. They are regarded as one of Adelaide’s top financial planners and do not receive commissions on any investments. Wealth on Track prioritises your financial advice and planning.
Wealth on Track is your best choice for sound advice and mortgage broking, having been named one of the ‘Top Ten Financial Planners’ and now one of the ‘Top Three Financial Services.’ They are always looking for new and better options for their clients, whether it be in the areas of superannuation, investing, life insurance, or income protection.
Address: 213 Greenhill Rd, Eastwood, Adelaide, South Australia 5063
Phone: 8 8274 3744
Website: wealthontrack.com.au
3. Centra Wealth Group
The Centra Wealth Group is driven and committed to becoming Australia’s most reputable advice firm, where clients can feel confident that they are always protecting their interests. Since they are independently owned and hold their license with ASIC, they are not beholden to any bank, financial institution, or insurance provider. Their mission is to assist clients in receiving excellent guidance and service.
With many years of experience in the financial planning industry and a strong technical knowledge in super funds, Centra gives comprehensive advice that improve their clients’ financial position.
Address: Level 12 / 431 King William Street
Phone: 08 8231 4709
Website: centrawealth.com.au
4. Anchor Wealth
Anchor Wealth is aware of how challenging it is to accumulate, develop, and safeguard wealth. They stand out because they make it much easier, quicker, more consistent, less tiring, more effective, and enjoyable. They offer their clients one of the greatest financial services thanks to the most brutally efficient platform for quickly increasing people’s wealth in Australia.
Milad Rezaei founded Anchor Wealth, a financial planning firm that is a Lifespan licensee group dealer group finalist for 2019 and 2020. Anchor Wealth Financial Advisors follow Lifespan’s exacting compliance guidelines and rigorous advice process. Based on previous audits conducted by numerous auditors since it was founded as a working financial planning company in Adelaide, Anchor Wealth has an “A” rating.
Address: Suite 406, 38 Gawler Place, Adelaide 5000
Phone: 1300-561-820
Website: anchorwealth.com.au
5. Goldsborough Financial Services
A reputable financial planning firm, Goldsborough has been in business since 1992. They are fully owned by their employees and advisers, and they have their own Australian Financial Services License. The Goldsborough way is to give their clients the attention they deserve while attending to their needs, addressing their goals, and exceeding their expectations.
They learn what their customers want and provide straightforward options to help them get it. They serve clients from Adelaide, South Australia, and beyond. They can advise clients from anywhere in the world by investing in cutting-edge technology and secure data storage. They take pride in providing professional, personalised financial services that exceed client expectations.
Address: 160 Greenhill Road Parkside SA 5063
Phone: (08) 8373 4544
Website: goldsborough.com.au
6. Synergy Private Wealth
Synergy Private Wealth is a strategic advisory company that helps high-net-worth individuals and professionals achieve their individual lifestyle objectives. This is made possible by solid partnerships and close client collaboration in defining, organising, and carrying out each unique way that “life enrichment” benefits the individual.
Synergy Private Wealth strives to collaborate with all of its clients’ other professional service providers, such as accountants, solicitors, bank managers, and mortgage brokers, to ensure that all issues are addressed. Because they have access to their clients’ financial affairs, they can identify areas where they may require additional guidance and ensure that these needs are met. If a client does not have a consultant in a particular area, they can put them in touch with one of their strongly regarded and highly specialised partner organisations.
Address: Level 3 / 12 Pirie Street Adelaide 5000
Phone: 0449 526 441
Website: synergypw.com
7. David Dall – Shaw and Partners
David Dall is a certified financial planner who has over twenty-one years of extensive experience in the financial services industry and has worked in the financial advice industry for twenty-three years. He puts in the time and effort to create a clear goal and provide financial planning services that produce results.
David and Shaw and Partners have the optimism to counsel clients based on his in-depth knowledge of these constantly shifting financial markets because he has lived through and worked through many investment cycles. They put their client’s best interests in mind and strive to give comprehensive financial advice that will help them achieve their financial goals. Throughout his career, he has witnessed significant modifications to both government regulations and superannuation laws.
Address: Level 23 Westpac House, 91 King William Street, Adelaide CBD
Phone: 08-7109-6015
Website: daviddall.com.au
8. Pinnacle Wealth Management
Pinnacle Wealth Management is a privately held, fee-for-service financial planning firm with offices in Adelaide. For many years, it has worked with individuals, families, and business owners to manage their assets. Their Financial Advisors can provide clients with impartiality and freedom of choice when creating wealth creation strategies because they work for a privately owned company and are not connected to any major financial institutions.
Address: Level 1, 309 Angas Street Adelaide SA 5000
Phone: (08) 8312 0000
Website: pinnaclewm.com.au
9. Carrington Financial Services
Family-oriented financial planning is the focus of Carrington Financial Services. They provide strategies to help you meet your financial and lifestyle goals in an attempt to eliminate ambiguity in the future. Carrington has more than twenty-five years of experience preparing retirees and families for a life fully lived.
Address: Level 1, 9a – 11 Anzac Highway, Keswick SA 5035
Phone: 08 8272 6444
Website: carringtonfs.net
10. Precision Wealth Advisers
Precision Wealth Advisers is a strategic financial planning company with offices in Adelaide that offers high-quality, individualised wealth advice to clients at all stages of their lives. By removing unnecessary continual management costs and offering insightful advice, they seek to identify the best possible strategy for their clients and help them achieve their financial objectives.
Because life can come with unexpected surprises along the way, their strategy is to anticipate the best while planning for the worst. They help with retirement planning, investment advice, wealth management, and so much more.
Address: 22 Greenhill Road, Wayville SA 5034
Phone: 08 8372 7826
Website: precisionwealth.com.au
