Here at Adapt Wealth, we’ve been helping our clients shape their financial futures for over 15 years. We clarify what’s important to you – and set you on the path to success.
Grant Rheuben is a Senior Finance Broker at Loan Market, one of Australasia’s largest mortgage finance broking companies. He joins me today to share h
Moshe Tawil is the General Manager of Panamerican Coffee Group Pty Ltd and International Coffee Traders, a coffee trading company that develops mutual
Episode 41 – Managing career transitions with Kerina Alter Kerina Alter is the founder and Director of Altered Career, a coaching practice dedic
I was retiring in Australia after working overseas for 18 years, and I needed financial advice to ensure my retirement was well-funded and reliable. I was very impressed with Reuben from the very first meeting. He has managed my SMSF and personal investments for over five years, and always achieved great results. He is also very down-to-earth and approachable.
We wanted a financial planner that was proactive and flexible – and Reuben came highly recommended to us. He was patient when explaining complex matters, and managed our account the way we wanted. Reuben assessed our options and developed the best strategy for us, always with our best interests at heart.
As salary earners, we wanted to build our wealth for the future. Reuben helped us realise our goals and provided excellent support throughout the years we worked together. Anyone that engages Reuben is in the hands of a true expert.
Twenty-five years ago, our accountant suggested that we would benefit from professional financial advice. And he was right. We’re now in a comfortable financial position – which is all because of Reuben. We’ll always be grateful for his expertise and commitment. Would we recommend Reuben? Absolutely.
Although we were earning a good income, we didn’t know how to leverage our income and assets to achieve our long-term goals. Reuben really listened to our needs and developed a plan that we could execute over a number of years.
Then let’s shape your financial future together.
Getting started is easy.