You’re probably
wondering what
our clients think?

Adam was referred to us via our tax accountant in response to our uncertainties about utilising cost effective strategies to minimise our tax. So often you hear negative stories in the media about financial planners taking advantage of their client’s savings. Needless to say we were very hesitant. I must commend Adam on his honest and direct approach and being patient with all our questions. There was never any pressure or hard sell that you would often expect. Adam is very patient and truly is willing to help his clients. People should feel confident to take Adam on board in order to achieve their financial goals.

Adam was referred to us while we were in the midst of purchasing an investment property. We chose Adam over other advisors because of his honest and direct approach. He offered recommendations so often not provided by other financial institutions. Most importantly, we valued the fact that there was no hard sell or alliances to any particular product or company. It was about us and what we felt was right. Adam imparted his recommendations in a simple and precise manner without any pressure. We would happily recommend Adam to family and friends.

I was referred to Adam Carey while selling a property in 2012 because was unsure how I should invest the proceeds and I have been a client ever since. I was very impressed with his depth of knowledge, friendly service, attention to detail and time spent discussing options, which made my decisions so much easier. We eventually came up with a plan to ensure my transition from working to retirement. I feel much more confident looking to my future. I have not experienced any difference in my daily spending, although I am saving more and reducing the balance on my mortgage much faster. I would recommend anyone talk to Adam about their financial plans for their future.

I was fortunate to meet Adam Carey through an Investment Property program in 2010 and he has been my Financial Advisor ever since. Adam stood out in his knowledge, attitude & dedication. It soon became evident that his understanding of the financial market & his personal attention to my needs set him above other Financial Advisors. It is a breath of fresh air to deal with someone not motivated by selling financial products. He doesn’t tell me what I want to hear, he gives me a reality check when I need it! I believe Adam genuinely cares about his clients. He treats everyone the same, no pressure and most importantly with honesty & integrity. Adam is someone I completely trust and therefore, I have no hesitation in recommending him/his services.

We have found Adam to be a true professional in his dealings and the advice he has given us. His professionalism plus knowledge of world events enabled Adam to foresee the current down turn in the stock market and advise us on the correct course of action for our circumstances. I would have no hesitation in recommending Adam to any friends or family.

I was advised by my tax accountant to seek professional financial advice and was hence referred to Adam Carey. Our situation was complex. My wife and I had sole custody of our children from previous marriages and naturally we wanted to protect them and our individual assets for ‘estate planning’ purposes and the unlikely event of separation or divorce. Adam did a remarkable job of listening to and understanding our desires and goals plus asked some key questions. He provided us with a few clear strategies outlining our position and options. He instilled absolute confidence in us about not only our financial future but also the combining of our assets and estate planning. Adam even drafted a document for us to present to our Attorney clearly covering all possible scenarios to be accommodated in our Wills including should we everseparate. We would have no hesitation is recommending Adam Carey and his highly professional services.

The best thing about Adam is that he gives a personalised service. When we first met him, he took the time to understand our financial situation completely. He developed a financial plan especially suited to us and we both feel confident that our wealth is now fully protected. Anyone should feel lucky to have him because we both know we do.