Call: 03 9211 0175

 

Who we help

Does this sound like you?

Are you buried in the day-to-day of running your business or furthering your career? Or perhaps you’re nearing retirement without a plan in place? Here at Adapt Wealth, we work with people like you every day. So we know exactly what it takes to create the financial future you deserve.

Business owners

As a business owner, you’re probably heavily focused on your business – which is understandable. But this may also mean you’re not taking the time to plan your future.

 

At Adapt, we’ll show you how to build assets outside of your business and develop a financial plan to achieve your long-term goals. We’ll start by gaining a deep understanding of your situation and then advise on a variety of areas, including:

Investments

Superannuation

Risk protection (including individual and key person insurances)

Succession planning

Professionals and executives

As a successful professional or executive, you’re probably earning a healthy cashflow. But that doesn’t mean you should get complacent. In fact, the more you’re earning now, the more important it is to start planning early.

 

With expertise in employee share plans and tax planning, we work with professionals and executives on a range of areas regarding:

Investments

Superannuation

Personal insurance

Debt management

Estate planning

Retirement planners

If you’re approaching retirement, you have many important decisions to make.

 

At Adapt Wealth, we’ll help you generate sustainable long-term income – so you can live the lifestyle you deserve. We’ll also help you choose and manage a mix of assets to minimise your risk while maximising long-term gain. We advise on all areas relating to your retirement, such as:

Investments

Superannuation

Income streams

Estate planning

Expatriates

Are you an Australian that’s living and working overseas? Or perhaps you’re planning to return home? Whatever your situation, you’ll know that managing your finances from a foreign country is not easy.

 

Don’t worry, we’ve helped many people in your situation – after all, it’s one of our specialties. So if you’re an expat who needs an expert in Australia to manage your finances, here are some key areas we can cover:

Investments in Australia (both property and share-based)

Superannuation

Tax planning

Debt management

  • Always great results

    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.

    Owen Clenick

  • A true expert

    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.

    David and Carol Windmill

  • We’ll always be grateful

    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.

    Anne Harrari

  • Reuben really listened to our needs

    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.

    Mark and Jenny Ward

Ready to get ahead?

Then let’s shape your financial future together.
Getting started is easy.