Our financial advice philosophy is based on mutual understanding between our clients and us. It is a service model based around you as an individual.
We will take the time to understand you – your situation, your needs and your aspirations. Then we will help you define your financial goals, and your vision of a secure financial future. Working side by side, we will develop a financial plan which will help you reliably achieve your goals.
Importantly, your financial plan will not be a pre-packaged solution. It will be tailored to your individual requirements to ensure you make best use of your financial resources now, and in the future.
And if your financial goals change along the way, or if the legislative or investment framework in which we operate changes, we will modify your plan accordingly to keep you on track.
Ian and Charles pride themselves in providing the highest quality advice and ongoing client service and gain great satisfaction in working with clients to realise their potential and achieve their lifestyle goals. Having been part of WrightAdams Advisory in its infancy they have also found it very rewarding to watch the business grow and lasting client relationships being developed.
Ian and Charles are both readily available to provide you with high quality advice on all your personal & business financial needs. Our advice will be tailored to your specific situation and our service will be designed to ensure you get the attention you need… when you need it.
CFP, GDipFinPlanning, F Fin
Ian has worked with clients to provide strategic financial advice since 2002. Ian spent a number of years honing his skills and building his knowledge as an employee of other firms. During this time he realised it was increasingly difficult for individuals to access truly client focused advice.
Following these experiences Ian made the decision to launch a new financial advice business centrally focused on the individual. What is now known as WrightAdams Advisory was launched in March 2010.
Outside the business Ian enjoys spending time with his wife and two kids on the northern beaches of Sydney. He really enjoys his golf, surfing and generally all forms of outdoor activity.
GDipFinPlanning, BAgrEc (Hons I)
Charles started in the financial planning industry at the height of the GFC in 2008. It was during those turbulent times that he developed a strong desire to build lasting relationships with clients. His aim is to work closely with clients in guiding them to a secure financial future.
Charles developed his skills and knowledge working for a boutique planning firm and became an authorised representative in 2011. When the opportunity arose to become a partner in a truly client centric advisory business in October 2012 he jumped at the opportunity and joined WrightAdams Advisory as a Director/Financial Adviser.
When not in the office Charles enjoys spending time with his wife and three children, catching up with friends and having a round of golf with mates. He is also loves the beach and enjoys getting out for a swim or surf whenever possible.
WrightAdams Advisory is a corporate authorised representative of Australian Unity Personal Financial Services Limited (AUPFS). Put simply, AUPFS authorises us to provide financial advice to retail clients under their Australian Financial Services Licence (AFSL).
This relationship with AUPFS ensures we have full access to the research, administration and other resources only a major financial institution can afford, while still allowing our practice to stay small enough to provide a professional, friendly and personal service to our clients.
As you may be aware, Australian Unity is a major financial services institution with a heritage of helping Australians to secure their financial futures dating back to 1840.
This pedigree and experience, combined with our leading edge strategic advice capability, means we are uniquely placed to offer you high quality personal financial services finely tuned to your particular needs to help you achieve your vision of a secure financial future.