Adelaide Financial Advisors & Wealth Management Experts

Investments & Listed Securities

Guiding You to Make Wise Decisions

We offer both advisory and non advisory share trading services and can assist you with all your share trading queries.

Did you know that in the 30 years from 1993 to 2023 Australian Shares averaged 9.2% return per annum.*

History has shown that whilst shares do fluctuate in the short term, investors have been well rewarded for their patience and discipline over time. We have extensive experience investing into the stock market and are passionate about creating long term, tax effective & income generating investment portfolios.

Let us explain how you can earn money through ‘fully franked’ dividends, that offer higher rates of return than current cash and term deposit rates. If you are retired, you can even use franking credits to receive an additional refund at tax time.

You can rest easy knowing you have a trusted adviser to guide you throughout all stages of your investment journey.