Adam Kerr

Humble Goode Financial Pty Ltd

Silver
10 Yrs Experience
Dulwich, SA 5065

My passion is to help my clients achieve their financial goals.

By utilising technology to drive efficiency, I am able to focus my time and energy on building enduring relationships of trust and mutual respect.

Our Advice Team has a vast wealth of knowledge, which is enhanced via our professional relationships with Stanway Humble Goode (Chartered Accountants), the Positive Group and a number of Legal Professionals.

Our value is our strategy. We provide advice solutions to help you achieve your financial objectives.

www.hgfp.com.au

www.positivewm.com.au

adam@hgfp.com.au

adam@positivewm.com.au

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Our firm charges a set fee for our Statements of Advice (ranging from $1650 to $3,800) depending on complexity of the advice required. Our standard ongoing Adviser Service Fee is $1,100 p.a.

At a glance

  • Adviser status Silver
  • First year providing advice 2014
  • Years of experience 10
  • Highest qualifications
    • Bachelor of Commerce
    • Bachelor of Commerce (Finance)
  • Language spoken
    • English

Humble Goode Financial Pty Ltd

172 Fullarton Rd
Dulwich, SA 5065
962 South Road
Edwardstown , SA 5039

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Humble Goode Financial Pty Ltd

AFSL 349026