About Us

Adept Financial Solutions is a dynamic Australian-owned specialist financial advisory practice that is based in central Melbourne. Established in 1994, our mission has remained constant – to enhance the quality of our clients’ lives. We are proud to provide and manage financial programs for many hundreds of franchisees representing many of Australia’s largest Franchise groups.

We are committed to assisting our franchise clients achieve their financial goals in both their personal and business lives, our services being delivered through a range of financial programs managed on an ongoing basis by Adept Financial Solutions as our client’s financial quarterback.

Adept Financial Solutions strengths are our competitive advantage: 

• • Strong stature within our Franchise specialist markets – We are regarded as having significant expertise and representation in these marketplaces.

  • Quality of advice – Specialised strategic advice delivered as a unique range of ongoing partnered programs – we work with you as your “financial quarterback”.

  • Quality of service – We invest significant time and resources into ongoing education and technology to ensure our people provide industry best practice service levels.

  • Skilled workforce – Our team are open-minded, technically skilled, excellent communicators who feel good about being able to meet your ongoing needs and are empowered to do so.

  • Strategic alliances – We actively source out Franchise industry specialist alliance partners across all sectors of the financial services industry. This ensures leading edge knowledge, strategy and information.

  • Life Values Consulting – Our ongoing focus is on the relevance of our financial programs to your lives over the long term.

  • Our clients – are loyal, open, listen and reactive. They welcome our values, have our trust and believe our business is instrumental in their future.

Our success is dependant upon our unwavering commitment to our clients to delivering what we promise therefore earning a totally referable reputation, on our ability to provide a superior level of service to our franchise clients along with unique ‘best practice’ financial advice, and our ability to assist our franchise clients in creating and achieving financial security in their eyes, wealth outside their businesses and time to spend enjoying the important things in life – whatever they may be.