• Adam Bolton

Award-winning team delivering a range of financial choices & trusted expert advice on the Gold Coast




Trust our team to help you achieve your financial goals, servicing all areas of the Gold Coast.
Contact us today!

AR no: 000420271
CAR no: 000412273
Financial Services Guide


  • Office 07 5571 7388
  • Fax 07 5563 3165
  • Open Hours
  • Monday - Friday: 9:00am - 5:00pm
    After hours by appointment

We 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 leg-work!

Talk to us about:

  • Personal insurance

    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.

  • Retirement planning

    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.

  • Cashflow coaching

    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.

"Hear how we've helped Alan and Chris achieve their financial goals on the Gold Coast."


Alan and Chris - Financial Planning
Gold Coast, QLD

"Thanks for helping provide me with insurance cover and for being so thorough. When I took it out I never imagined I would ever need to call on it but, it has proved to be a godsend and I would have really struggled without it. "

David - Financial Planning
, QLD

"PRIDE P = Prudence
R = Resilient
I = Innovative
D = Direction
E = Empathy
I think these values sum up you and your team up to a tee. "

Michelle Riesser-Keenan - Financial Planning
, QLD

"Thank you so much for all you have done and especially for making it happen so quickly, I very much appreciate it. "

Joanne Peters - Financial Planning
, QLD

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


Retirement income calculator

Use our free calculator powered by Investfit(TM) to see what income you could expect in your retirement.


Retirement calculator


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


Latest news & tips


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