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David Grenci
We all dream of the day we can retire from work and enjoy the fruits of our labour; whether that’s pottering about in the garden, travelling the world, or more time to catch up with friends and family. Implementing a smart wealth creation strategy now will help you build your wealth to reach your financial… -
Affinity Wealth Advisers
Affinity Wealth Advisers Pty Ltd is a boutique financial planning practice located in Morphett St, Adelaide. Established in 2014 and with approximately 40 year’s combined experience within our team, we pride ourselves on providing tailored, personal strategic and professional advice to our clients based on their current needs, along with their desired goals for the… -
Synergy Private Wealth
Synergy Private Wealth is a strategic advice business purpose-built for life enrichment. This is achieved through the power of a strong collaborative partnership, working closely with clients to define, plan and execute on all the individual ways that “life enrichment” works for you. We aim to work with all of your other professional service providers… -
Joshua Fileti
Joshua personally built Synergy Private Wealth as a boutique advice practice – built for life enrichment. This is achieved through the power of a strong collaborative partnership, working closely with clients to define, plan and execute. Joshua is passionate about helping his clients through many of life’s hurdles and has a proven ability to guide… -
Sustained Advice Wealth Architects
Sustained Advice Wealth Architects exist to motivate and inspire our clients to not only meet, but exceed, their personal financial lifestyle goals. Our Vision is to deliver total (financial) peace of mind so our clients are free to focus on what’s important to them, family, travel. The practice aims to deliver personalised support in ‘plain… -
Adam Ordelman
Adam has over 20 years’ experience in the financial services industry and has worked in senior management positions with some of Australia’s largest banks (ANZ, CBA) and financial institutions (Colonial, Adelaide Bank/Leveraged Equities, Challenger) before taking on his own advice practice in 2008. Sustained Advice was born out of this business on 12 December 2012.… -
Affinitas Capital
Affinitas Capital is a Wealth Advisory business designed for young professionals and high net wealth individuals. We understand that each investor is different and requires individual attention, and it is this deep understanding that enables us to develop a tailored solution for each client. Our strategic and investment advice focuses on not only protecting and… -
Shane Case
Shane is passionate about creating lasting solutions that enable clients to get from where they are today to where they want to be in the future. Outside of work, Shane enjoys travelling with friends and family. His hobbies include cycling, skiing and competing in triathlons. Through his hobby Shane has also found a way to… -
Fitzpatricks Private Wealth SA
At Fitzpatricks Private Wealth SA we are committed to making a positive difference for our clients. We help our clients’ make genuinely informed decisions towards a more secure financial future utilising a broad range of strategies based on each client’s unique needs.
