About Us

Adam Lomsargis, Wealth Coach, Dip FP BA.

Wealth Coach Adam Lomsargis

Having the right wealth strategy is a lot like winning at the game of chess. As a key supporter of the social chess scene in Brisbane I live and breathe strategy on a daily basis, both in my financial planning work, and my personal life.

Why choose Adam as your Wealth Coach

  • 13 years’ experience (personal finance, capital markets, financial planning)
  • Results focused advice
  • Commission free adviser

I believe that anyone who’s serious about achieving financial freedom needs a plan and a method for getting there. Most successful people use coaches and professional advisers to grow their wealth. I have my own advisers and mentors to help me reach my own goals.

Protection should always come first and wealth creation second; the logic being that if we can’t secure our existing assets, how we can hope to accumulate additional wealth over time? Am therefore focused on ensuring our clients have a strong risk strategy in place to cover them for unforeseen circumstances. In chess, one of the reasons why Grandmasters are so effective at winning is that while 50% of their game is focused on their plan of attack, the other 50% is about considering how they can be defeated (defence/protection) and planning accordingly.

Call me today to arrange a complimentary financial review meeting to discuss your needs.

 

Latest News

Tim Tettenborn from the Brain Biology Institute

Financial Freedom Now Money Series

In partnership with Tim Tettenborn from the Brain Biology Institute, we’ll be hosting an exciting wealth seminar series across several weeks in September. For further information or to book your tickets now …