Get the right financial advice to build business and wealth
There is no substitute for experience when it comes to personal and business advice. The team at AD Partners have a proven track record over 20 years. Our financial advisers have cutting edge insights and planning strategies to make your money work for you.
We make sure our advice is tailored to your personal needs. This may include the best tax structure for your investments, to maximise returns and minimise tax.
Every situation is different and that’s why our experience counts.
AD Wealth helps you with the strategies to create and manage wealth.
Self Managed Super Fund Services Preparation & Management
AD Lending helps business owners access finance
We take the time to understand the ‘end’ goal. Ultimately the aim is to make money work for you and achieve real financial freedom.
Investment portfolios, property, superannuation and importantly exit planning are a key feature of what we do for YOU.
Director
Tony has over 30 years’ experience as an accountant, and over 15 years’ experience as a CPA.
His first 18 years’ experience involved financial, management and operational accounting roles at a senior management level, in the security, transport, and forensic accounting industries.
Director
David has over 30 years’ experience as an accountant, and over 20 years’ experience as a CPA.
His first 17 years’ experience involved financial, commercial and operational accounting roles at a senior management level, in the general insurance, and telecommunications industries.
AD Partners is entirely focused on achieving the best possible results for you, our client. After all, making sure your balance sheets and profit margins are up to date and accurate is just the start. We also make planning a lot easier for you by adjusting and streamlining your systems to match your business processes.
We will be in touch very soon…