Adam Massey

Financial Adviser

Ashgrove, QLD

Contact


Massey Financial Advice
Highpoint,
240 Waterworks Rd,
Ashgrove QLD 4060,
Australia

  www.masseyfinancialadvice.com.au


Member of Association of Financial Advisers Logo

Introduction Video


https://www.youtube.com/channel/UCgTcKptabacPpdvK2pKaQzw

Background


  Summary

I enjoy working with professionals to determine and clarify their goals. I then develop strategies to help them achieve those goals.

I focus on helping professionals aged 45 to 60 as I can make a meaningful difference to their life and retirement. I also enjoy helping people in retirement or in the lead up to retirement to remove the fear of how this might work.

I started Massey Financial Advice so I could build real relationships with my clients over the long term, in the knowledge that we will work together over the next 20 to 30 years, or more.

I also work with clients referred by other professionals such as accountants, mortgage brokers, and lawyers.


  Focus Areas
Estate Planning Income Protection Life Insurance Retirement Planning Superannuation Wealth Management

Bio Alignment
Non Institutionally Aligned

  Education

Certified Financial Planner

CFP, BBus