ADR Wealth

No matter what stage of life you are at
it is never too early to start planning and the earlier you start the better!!


Building wealth doesn’t just
involve saving and investing


Choosing the right investment
for your goals

Superannuation &
Retirement Planning

How is your super invested,
what fees are you paying

Tax Effective Strategies &
Debt Reduction

No one wants to pay more taxes than
necessary or have high personal debt

Age Pension &

The Age Pension and Centrelink can be a minefield to navigate and often people


You can have the best wealth building strategy in the world but without personal insurance

ADR Wealth are passionate about your success. Success to us is seeing our clients achieve their financial goals and building long lasting relationships. We do this by working with you and your goals to tailor advice specific to your circumstances and needs, then work with you moving forwards to ensure you achieve your goals efficiently and effectively.

As a privately-owned business, ADR Wealth has much more flexibility to provide holistic advice.  By understanding what is important to you and working together we can put in place specific strategies and structures with adequate protection for you and your family creating a stronger financial future.

No matter what stage of life you are at, it is never too early to start planning and the earlier you start the better!!

Find Out How We Can Work With You

What Our Clients Are Saying

  • David was very professional

    We both found David to be extremely thorough, a good listener and extremely flexible with times and places to meet.
    David was very professional, explained everything thoroughly and made things extremely easy. 

    Paul & Jacqui Ephgrave
  • Very Professional

    His advice and attitude were very professional & his warmth and friendliness put us at ease so we didn’t feel intimidated
    or forced to make any decisions we weren’t comfortable with.

    Rika & Aly Waters
  • Would recommend David

    We are both satisfied with the advice and services David provided to us. We would not hesitate to recommend
    him to anyone if they required investment advice.

    Rex & Eileen Wilcox
  • Protection for our family

    Thank you David for all that you have done for us so far but more importantly thank you for protecting my family’s future.

    Kerissa & Mark Kelly
  • Efficient & Diligent

    We found David to be very approachable, timely, efficient and diligent with his services. David was very helpful in completing all the paperwork and requirements for our insurances.

    Mathew & Louise Whitton
  • I would highly recommend David’s services

    I would like to express my thanks to David for his ongoing support, easy to deal with demeanour and his professionalism in this particular matter.

    Ari Anthony
  • His advice was very productive

    He has a thorough knowledge of investment portfolio and I have no hesitation in recommending him to anyone for advice on investment.

    Dr N.Kamalanathan MBBS, FRACGP

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