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ADR Wealth
23 Middle Street, Cleveland, Queensland, Australia
About ADR Wealth
Welcome to ADR Wealth, a leading establishment in finance located at 23 Middle Street, Cleveland, Australia. As a point of interest, we are dedicated to working together with our clients to give them the edge they need to create a financially fit future.
At ADR Wealth, we understand that each individual has a unique story when it comes to money and how it impacts their lifestyle, both now and in the future. Our goal is to understand you and your money, so we can help you achieve your dreams. Seeing our clients go through their financial transformation is incredibly rewarding for us.
We consider it a privilege to help you make your dreams come true and build a long-lasting relationship with you along the way. By working together, we can provide you with the edge you need to make your finances fit for today and tomorrow. Let's get financially fit together and achieve the lifestyle you're looking for!
Our team, led by David, is known for their thoroughness, attentiveness, and flexibility. David is a good listener and will go above and beyond to accommodate your needs. He will explain everything thoroughly and make the entire process extremely easy for you. His professionalism, warmth, and friendliness will put you at ease, ensuring that you feel comfortable and never pressured into making any decisions.
We are proud to say that our clients are satisfied with the advice and services David provides. They have expressed their gratitude for his ongoing support and his ability to make the complex world of investments easy to understand. David's expertise in investment portfolios is unmatched, and he is highly recommended for investment advice.
With offices in Sydney and Brisbane, we are conveniently located to serve clients from all over Australia. Our Sydney office is situated at Norwest Central, Suite 610/12 Century Circuit, Norwest NSW 2153, while our Brisbane office is located at Suite 9, Level 1/23 Middle Street, Cleveland, QLD 4163.
Please note that the information provided on our website is intended to be general in nature and should not be considered personal financial product advice. We encourage you to consider the appropriateness of the information provided and seek financial advice that aligns with your objectives, financial situation, and needs. Before making any decisions, it is important to read the relevant product disclosure statement (PDS) or other offer document.
Thank you for considering ADR Wealth as your trusted partner in achieving your financial goals. We look forward to working with you and helping you build a financially secure future for yourself and your family.
23 Middle St, Cleveland QLD 4163, Australia
Opening hours of ADR Wealth
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 16:00
Saturday:
Day off
Sunday:
Day off
Reviews of ADR Wealth
"David from ADR Wealth has been positive, proactive and an asset to our retirement process. Without the planning, advice and assistance David has provided my husband and myself in the last 10 years, we would not have been able to retire as comfortably as we have. He has given sound advice and continues to do, which allowed us to continue to survive in a difficult and challenging ecomonic landscape that placed many obstacles in our way prior to retirement. We are thankful every day that we are now living the dream."
"My husband and I found David's advice at ADR Wealth very helpful, experienced and reduced our concerns about becoming retired. David was recommended by our accountant. He was knowledgeable and prompt in answering any questions. Happy to recommend ADR Wealth. Working with David and Linda has made the transition to retirement so much easier."
"David has been my financial advisor for the past 12 months. He has been extremely helpful in bringing together all my investments and superannuation into the one place, and I have seen some fantastic returns in the past year. David has a friendly and down to earth approach and he is super responsive at all times. I would happily recommend David's services!"
"We are in our late 50s and we’re looking to set ourselves up financially for retirement at sometime in the future. David was recommended to us by a great mortgage broker who had helped us out a number of times. David was also really great. He asked lots of questions, listened and came up with a versatile plan that will deliver a great result but can be changed if things change. He really knows his stuff. David is a good communicator and highly reliable. We would have no hesitation in recommending him."
"ADR Wealth have helped me go from worried and apprehensive about investing, to paving the way into identifying, and implementing a plan to ensure my wealth generation goals are met. There is no two ways about it, if it wasn't for the direction, guidance, and expertise I received from David I would not be where I am financially, or tracking towards where I hope to be in the future with such confidence. David has a wide breadth of knowledge and coupled with his work ethic provides helpful, bespoke financial strategies that will see you well on your way to building a better future. David has always provided me with timely, accurate flow of information, and possesses an attention to detail, and due diligence that goes far beyond anything I have seen from any customer service industry interaction. David has an approach that is friendly, and professional. I have had a million questions and he always took the time to answer them, bringing me ease in doing so. He isn't one to shy away from managing expectations, which I really enjoyed as it demonstrated to me that what you saw, is what you get, no hidden tricks or tactics to get you on side. It's all guidance for the greatest good to attaining your goals. I signed on with ADR Wealth when they were in Sydney and even though geographically displaced, there isn't a drop in the quality of services provided. I cannot sing any higher praises for ADR Wealth and the assistance they've provided me, always going above and beyond to ensure my situation is sound. My only regret with ADR Wealth is that I didn't sign up with them when I was in my early 20's! If you are in your early 20's, please I implore you, take control of your financial future now. If you're like me and you're just dipping your toes in now, you couldn't have found a safer pool to do so. Thank you ADR Wealth!"
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