Financial and Lifestyle Coach

Financial Adviser Adam Niewidok has 5 years’ experience, including being chosen for a 2-year industry scholarship, on top of several years working across wealth management and geared investments.

AR no: 000351533
CAR no: 000438087
Financial Services Guide

 Talk to me 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.