What our clients have to say

Client testimonials for LifeTime Financial Group and Adam Watts

 

"We have been clients of Adam Watts for some years and have been extremely happy with his financial advice.  We have no doubt that because of his guidance, we have been able to weather the past 12 months of difficult financial conditions and we are now able to take advantage of investment opportunities that are becoming available.  We would definitely recommend Adam to any person or couple seeking financial advice for retirement."

Colin & Beverly, SMSF Retirees

 

"As retirees we were devastated by the fall in the sharemarket in 2008.  We felt like the money we had saved for our retirement was slipping through our fingers.  Following our accountants advice we called Adam.  He made a detailed study of our superannuation pension portfolio, then he discussed our lifestyle and future travel plans.  The portfolio was changed to have fewer risks and reduced fees.  Adam has set us on the path to a carefree retirement knowing our money is well managed.  Whether we hear the economy has improved or gone backwards, we don't have to be concerned because we know Adam will help us make the best use of our finances."

John & Glenda, Retirees

 

"Over the past 3 years, we have been impressed with Adam's professionalism on every aspect of his conduct and advice.  Meeting on a regular basis he has listened to our concerns and has clearly explained our available options.  Following on from our discussions, he has gained an understanding of what we want to achieve and as a result have put our thoughts into an action plan.  Over the period that we have known Adam, he has provided financial guidance to attain a plan that suited us and we now have a portfolio that is clear to understand and manage.  It is with great pleasure that we recommend Adam Watts, as we enjoy his company and continued service that has so far exceeded our expectations."

John & Mary, Working towards retirement

 

"I first met Adam Watts at a Retirement Expo in 2009.  As I had recently retired, I had attended the Expo with the intention of finding a financial adviser whom I could discuss my financial situation, and help me get an income flow set-up.  I spoke with several advisers who were present and made appointments to see two of them (including Adam).  I was impressed with Adam's willingness to take the time to discuss things on the spot which were most pressing to me at the time, as well as his very pleasant manner.  I was very happy to make an appointment to see him the following week to discuss matters further.  He arrived punctually and spent more than an hour going over my options once I had outlined what I required and addressed my main concerns.  He followed up by providing a detailed plan which fulfilled all my requirements.  He seemed very knowledgeable and I felt very comfortable discussing my finances with him.  I would have no hesitation in recommending him to family and friends seeking financial advice, particularly in the area of retirement planning."

Lyn, Retiree

 

"Dear Adam, thank you for all your assistance over the last few years.  Your advice and guidance has been extremely helpful and profitable.  I know you will do very well as your customer service and constant updates are extremely good.  I would recommend your services to anyone considering employing the services of a financial planner."

Zali, Young Wealth Creator

 

 

 

 

 

 

 

 

 

 

 

www.transition-to-retirement.com.au