Director & Financial Planner
Director & Financial Planner
As a CERTIFIED FINANCIAL PLANNER® practitioner, I have been providing sound financial counsel to my clients for over two decades.
My expertise spans financial planning, tax strategies, and superannuation, areas from which I derive professional satisfaction and the opportunity to cultivate enduring relationships.
But it’s not just the office work that counts. I’m also passionate about giving back to the community. I am a board member and Assistant Treasurer of Jewish Care Victoria and have established financial literacy programs in the community. I’m also proud to have received the 2017 Financial Planning Association Future 2 Community Services award.
Working closely with my dedicated team, we’ve built a tight-knit group focused on serving clients effectively. Each team member adds their unique skills, ensuring a personalised approach to meeting our clients’ financial needs.
With over 20 years’ experience in financial services, I have a thorough understanding of the many financial situations our clients face. With a strong focus on the technical intricacies of financial planning, I ensure that every detail aligns perfectly to create a robust financial strategy.
But more importantly, I care deeply about every client that walks through our doors. And I’m genuinely interested in helping them improve their financial circumstances. That’s because I believe your financial freedom should be more than a wish. It should be your reality.
Client Service Administrator
Since 2018, I’ve been an essential part of the Adapt team, working diligently behind the scenes to ensure seamless client services administration.
My responsibilities go beyond the execution of financial plans – I am committed to simplifying our clients’ financial lives. I take pride in managing complexities on their behalf, ensuring their financial journey is as smooth as possible.
Collaboratively, we transform our clients’ financial aspirations into reality through dedicated support and meticulous attention to detail.
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.
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.
Our confidence in and gratitude for Adapt Wealth Management’s expertise, thoughtfulness and trustworthiness remain as great as ever. If anything it has further increased in the past couple of years during the uncertainties in the financial sector caused by Covid.
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.