ADR Wealth 80b Ropes Crossing Boulevard, Ropes Crossing, New South Wales 2760
About the Business
Welcome to ADR Wealth, your go-to establishment for all your financial needs in Australia. Located at 80b Ropes Crossing Boulevard, Ropes Crossing, we are a trusted name in the finance industry.
At ADR Wealth, we believe in working together with our clients to give them the edge they need to create a financially fit future. Understanding you and your money is our key focus, as we strive to help you achieve your dreams. We take great pride in witnessing our clients go through their financial transformation, and it is incredibly rewarding for us.
We understand that everyone has their own unique story when it comes to money and how it impacts their lifestyle, both now and in the future. Your dreams and goals are at the forefront of our services. Our biggest privilege is being able to assist you in making those dreams come true while building a long-lasting relationship with you along the way.
By working together, we can provide you with the expertise and guidance you need to make your finances fit for today and tomorrow. Let's embark on this journey of financial fitness together and achieve the lifestyle you desire.
Our clients have praised our dedicated financial advisor, David, for his thoroughness, attentiveness, and flexibility. He is known for his professionalism, ability to explain complex concepts in simple terms, and making the entire process easy for his clients. David's warmth and friendliness put clients at ease, ensuring they never feel intimidated or pressured into making decisions they are not comfortable with.
We are proud of the advice and services provided by David and have received glowing recommendations from satisfied clients. If you are in need of investment advice, we highly recommend David's expertise. He has a thorough knowledge of investment portfolios and is always approachable, timely, efficient, and diligent in his services.
In addition to our Ropes Crossing location, we also have offices in Sydney and Brisbane. Our Sydney office is located at Norwest Central Suite 610/12 Century Circuit Norwest NSW 2153, while our Brisbane office can be found at Suite 9, Level 1/23 Middle Street Cleveland, QLD 4163. We are committed to serving clients across Australia and ensuring their financial well-being.
Please note that the information provided on our website is intended to be general in nature and should not be considered personal financial product advice. To make informed decisions, it is crucial to consider your objectives, financial situation, and needs. We strongly advise seeking financial advice and reading the relevant product disclosure statement (PDS) or other offer documents before making any decisions.
At ADR Wealth, we are dedicated to helping you achieve your financial goals and protecting your family's future. Contact us today to start your journey towards financial fitness.
Photos
Location & Phone number
80b Ropes Crossing Boulevard, Ropes Crossing, New South Wales 2760, Australia
Hours open
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 16:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Working with ADR Wealth has been nothing short of inspiring. Through Davids deliberate, measured, and considered approach, we have been able to plot my financial future. Personally, topics of money always felt a little out of my depth and quite daunting. Davids approach was professional, knowledgeable, and comforting throughout which instilled the utmost confidence. The level of communication he displays is of the highest order, keeping me in the loop through the entire process. If at any point I had reservations, they were addressed and options provided. For the first time in my adult life, I feel like I am taking appropriate steps towards a brighter financial future, and none of it would've been possible without Davids efforts. If you're looking for someone who will do their absolute best to ensure that your money is working for you, do yourself a favour and call ADR Wealth right now. If I have any regrets about all this, its that I didn't call David years ago."
"We have worked with David for two years now and have nothing but praise for his services. David has been an invaluable help in assisting us with our SMSF structure, insurances, investment strategy, and gives us continual confidence in striving towards our financial life-plan. He is open, trustworthy, and we believe he has our best interests at heart. In a recent income protection claim, David went over and beyond in liaising with our insurance company and was an Allie of strength for us during the six-month battle – which we ultimately won. If you are looking for financial guidance, we highly recommend working with David. Nikki & Adam"
"David helped us to go over all our financial needs. David is very knowledgeable and went to great lengths to make sure we had the best information available. He made complex insurance information easy to understand and made sure we were comfortable with each step. I wouldn't hesitate to recommend David to help with financial advice."
"David assisted me in reviewing my super and income insurance. He took the time to understand my needs and showed passion and genuine interest. I would highly recommend David to anyone wanting to achieve better financial outcomes."
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