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ADELAIDE
WEALTH MANAGEMENT
Investment Advice.
Superannuation and Retirement Planning.
Life Insurance.
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SERVICES
PROVIDED
STRATEGIC ADVICE
We are able to provide a range of wealth accumulation, asset protection and retirement planning strategies. The establishment of an appropriate strategy is an important first step to achieving financial goals. Once established and implemented, the strategy must then be reviewed periodically to ensure that it remains appropriate. In an environment of regularly evolving financial products, changing legislation and economic conditions, strong technical knowledge is a valuable asset.
PORTFOLIO CONSTRUCTION AND INVESTMENT ADVICE
Our approach is to first identify a target return. We then consider an appropriate mix of investments to generate that return. When selecting growth assets, we seek out quality investments at attractive valuations. We identify these opportunities through access to high quality research as well as through our trusted investment partners. We do not rely on a single source of research, we are able to source extensive research from a number of providers. We have a long term investment time-frame and typically advocate a buy and hold approach.
SUPERANNUATION AND RETIREMENT PLANNING
Superannuation is a tax-effective vehicle which can be used to provide a secure income in retirement. Enjoying the full benefits of the superannuation structure requires the ability to keep abreast of the often changing superannuation rules. It also requires an understanding of the constantly evolving and sometimes more complex superannuation and retirement planning strategies available to investors.
LIFE INSURANCE
We are able to provide a funding solution that will assist families in the prevention of financial hardship caused as a result of unforeseen health events. We provide comprehensive advice in relation to both traditional life insurance policies as well as severity based solutions. We are able to balance client need and product design in order to deliver an increased level of tax efficiency and affordability.
OUR VISION
Integrity. Intelligence. Energy.
Adelaide Wealth Management was founded in 2015 with a vision to challenge conventional financial services. We form partnerships with our clients where our interests align, rather than conflict.
We are an advice driven business, rather than a product distribution business. We are a boutique firm, giving us the freedom to access the best of what the market has to offer.
Our clients can expect our advice, and that of our referral partners, to be industry leading. Our advisors have the academic qualifications, industry knowledge and experience to deliver ongoing advice that will serve your individual needs.
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JAMES INGLIS
Bachelor of Commerce
Diploma of Financial Planning
LARRY LI
Chartered Financial Analyst
Masters of Economics
Diploma of Financial Planning
FRANCIE PAPALIA
Bachelor of Commerce (Corporate Finance)
FRANK ZAPPIA
Bachelor of Commerce
(Accounting)
ROCCO ZAPPIA
Bachelor of Economics
Diploma of Financial Planning
ATTORNEYS
contact
ADELAIDE
WEALTH
MANAGEMENT
OUR ADDRESS
Level 4, 147 Pirie Street
ADELAIDE SA 5000
CONTACT US
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