A coach for your money!
Holding a Diploma of Financial Planning and Diploma of Financial Markets, and with over 10 years’ experience in the industry, Adam Gotsalks is well-equipped to service your financial planning needs.
AR no: 001000997
CAR no: 000449851
Financial Services Guide
- Office 0423 941 895
- Fax 03 9432 1520
- Open Hours
Monday - Friday: 9:00am - 5:00pm
After hours by appointment
Every successful person has a coach or mentor, from sports people to people in business. There's no reason why you can't have one too.
I can work with you to help realise your financial possibilities and achieve your goals sooner while making sure your lifestyle is fully protected along the way.
Even if you're pretty financially savvy… it's a rare person who wouldn't want an expert on hand to help you get ahead and make the most of your money – all while taking care of the grunt work!
My Financial planning career started in 2006 where I worked as a Financial Adviser with a major Australian bank. Prior to this I worked as a Paraplanner for 2 years, as well as spending an additional 5 years in a range of banking roles.
I decided to enter the Financial Planning profession due to my passion for investing from an early age.
I enjoy working with a wide range of clients from different back grounds. From the mum's and dad's looking for sound financial advice to working with those looking to maximise their retirement savings, as they transition into the next stage of life.
- CFP - Certified Financial Planner
- Graduate Diploma of Financial Planning
- Diploma of Financial Markets
Talk to me about:
Nobody wants to think about insurance until they actually need it… but by then it could be too late. I will review your current insurance strategy and determine whether it is appropriate, or if you are in need of further cover.
Investment planning & wealth creation
I will help you identify personal goals you wish to achieve and understand how much risk you are comfortable with. We'll then build a portfolio of investments that are best suited to your goals.
Superannuation & rollover advice
Super may be designed for retirement, but it's your money and you have complete control over it today. I'll help you discover super strategies to make sure you're making the most of this valuable resource.
We all look forward to hanging up our work boots, and a quality lifestyle in retirement is possible with a bit of forward planning. Together we'll look at strategies to make sure your nest egg lasts through retirement.
Managing your cashflow is key to a successful financial plan. You'll need money to fund your goals, as well as a road map that sets out how you can build the savings you need. My service combines expert advice with a personal cashflow management and budgeting solution - Mortgage Choice MoneyTrack - to keep you on the right financial track.
Handy tools to help manage your money
Savings made easy
Estimate how much you are spending every year on the little items, and how much you could save by finding alternatives!
Save more money
Choose your own path
How well are you covered - insurance wise - should something unexpected happen to you? Use this tool to find out.
Choose your own path
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