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

Free Appointment
Adam Niewidok
  • Office 0403 090 993
  • Fax 02 9520 7966
  • Open Hours
  • Monday - Friday: 9:00am - 5:00pm
    After hours by appointment

Every person has financial goals and objectives that they would like to achieve. Considering these goals it is important to consider your lifestyle in achieving these Financial Goals and objectives.

Professional Experience

I have 8 years’ experience as a financial adviser, including being chosen for a 2-year industry scholarship, on top of several years working across wealth management and geared investments.

I am committed to ongoing learning to ensure I hold the best qualifications possible for my clients. Currently I’m completing my Bachelor of Business, majoring in Financial Planning, further building on my Diploma in Financial Services. It won’t stop there - with gaining my Certified Financial Planner professional accreditation next on the list!

A passion for delving deep into my clients’ needs and looking at their big picture is what drives me. I enjoy working through all the building blocks to ensure their strategy is spot on for their specific situation.

I look forward to being able to look after my clients’ finances more holistically with that same excellent level of service that Mortgage Choice is known for.

Professional Qualifications

Diploma in Financial Services

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. As your financial adviser, my goal is to help you get more from your money, and drafting a personal cashflow management plan is the first step.

"Just wanted to contact you regarding our recent dealings with Adam Niewidok. As a client of Mortgage Choice for over 10 years, we once again have nothing but praise for the advice and service provided, on this occasion, by your Financial Planner, Adam Niewidok. We have had a number of meetings with Adam and find him very knowledgeable, helpful and patient when explaining important issues relating to our finances. We have no hesitation in recommending Adam to any prospective clients you may have.'
Regards John and Lyn "

John and Lyn - Financial Planning
Barden Ridge, NSW

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