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I began my Financial Services career in Colonial Geared investments, looking after Margin Lending advisers and clients alike. Following that I qualified as a planner, joining MCFP / FinChoice in Gymea.
I’m excited about this new opportunity to partner with Ciaran Davis and Tim Hayman and have our three businesses operating under the FuturePoint Wealth brand. It enables us to share our ideas and resources. It was a fantastic decision for my business.
Initially in my career I saw that people were not getting the right financial
advice in relation to their situation. This was one of my fundamental drivers to start a career in financial planning. I want to make sure your financial situation is well looked after and that you’re getting tailor made advice. It’s important to me that you have someone to trust and you’re confident you’re being well looked after.
Co-founding FuturePoint Wealth. It represents what we want to do for clients and having my own business and brand is something that’s very special to me.
There’s no one answer to the question, how much do I need to retire? It depends on your lifestyle, health, and retirement goals.
A better question to ask is who do I need to retire?
The answer? You and me.
The number of red traffic lights in life increases in proportion to how late you are.
I can promise you that you will not find a more caring, professional, pro-active financial advisor anywhere. Adam and his team are forthright and honest and they actually care. They are my team and now he also looks after both my daughters as well. I know that he will guide them and help them create their own future.
Adam has helped and guided us through reducing our personal debt and improving our cash flow. He’s secured our existing and future financial position with a combination of protective measures and investment strategies, which included consolidating our super and then putting it to work, and making it work hard for us. His guidance and advice (while slightly cautious for this avid risk taker) has helped us clear our personal debt, obtain well above average returns on our investments, and late last year, finally saw us in a position to buy our dream home.
Carla and I first met Adam in April 2016 via an introduction from Michele Hutchen in Gymea. Since then, Adam has been a valuable part of how we think about our current and future financial situation. Adam has helped and guided us through reducing our personal debt and improving our cash flow…
Tim Hayman : Authorised Representative No. 000411369 | PBM Financial Services Pty Ltd trading as FuturePoint Wealth Pty Ltd | ABN 68 161 652 133 | Corporate Authorised Representative No. 000456695
Adam Niewidok : Authorised Representative No. 000351533 | Basil Staniforth Pty Ltd trading as FuturePoint Wealth Pty Ltd | ABN 84 162 608 442 | Corporate Authorised Representative No. 000438087
Ciarán Davis : Authorised Representative No. 000451868 | Johnson Green Pty Ltd trading as FuturePoint Wealth Pty Ltd | ABN 16 165 846 560 | Corporate Authorised Representative No. 000451869
Matthew Staples : Authorised Representative No. 001271713 | Johnson Green Pty Ltd trading as FuturePoint Wealth Pty Ltd | ABN 16 165 846 560 | Corporate Authorised Representative No. 000451869
Andrew O’Riordan : Authorised Representative No. 001286054 | Johnson Green Pty Ltd trading as FuturePoint Wealth Pty Ltd | ABN 16 165 846 560 | Corporate Authorised Representative No. 000451869
This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication.
Alliance Wealth Pty Ltd | ABN 93 161 647 007 | AFSL 449221 | www.centrepointalliance.com.au/fsg/