We are a passionate and dynamic team with an abundance of experience combined with the knowledge and skills to make financial decisions that help you thrive no matter what your life stage. Our financial planners will work with you to give you peace of mind and plan for a confident, secure financial future. Our offering is a valuable one, and not something that can be sold to you in a store or online. Our team’s combined years of experience means unparalleled advice and guidance.
At Ivy Wealth, we don’t have a one-size-fits-all approach. We listen and take the time to get to you know you, your life stage and your goals so we can personalise our advice to you and make it a good fit. Our advice is transparent, meaningful and easily transferable to your everyday life.
We nurture lasting relationships with our clients built on trust, integrity and honesty and we carry that into the advice we give.
We understand that modern life means new challenges, so we tailor your financial advice for your current day situations and objectives to make your money go the distance.
Ivy Wealth are here to guide our clients and their families on the path to financial security and prosperity.
We help our clients identify and achieve their goals through expert financial coaching and advice.
We do this through unwavering commitment to our values of:
Adam joined the firm in 2016.
Prior to joining he spent many years as a Senior Financial Planner for a large national advice business.
He has over two decades of experience in helping people reach their financial goals. With a career focusing on retirement planning, wealth accumulation and investment advice he also has experience across a range complex advice needs including aged care, government employee defined benefit schemes and self-managed superannuation funds.
Adam holds a Bachelor of Economics degree from the University of New England and a Diploma of Financial Planning from Deakin University.
Adam is a Certified Financial Planner® member of the Financial Planning Association of Australia.
Outside of work Adam spends time with his children helping them to participate in their many sporting activities and is active in the local cycling and mountain bike community.
Troy has been helping clients navigate their financial futures since 1999. As the Practice Principal at Ivy Wealth, he brings decades of experience in financial planning, working closely with individuals and families to provide tailored advice across all aspects of financial planning. Whether it’s wealth accumulation or protection, retirement planning, investment strategies, or more complex financial matters, Troy is passionate about delivering clear, practical solutions that help his clients achieve their goals with confidence.
Troy prides himself on building strong, long-term relationships, ensuring his clients feel supported at every stage of their financial journey. He believes in making financial planning accessible, helping people make informed decisions to create a secure and fulfilling future.
Outside of work, Troy is actively involved in the local community. He is passionate about coaching youth cricket at South Hobart Sandy Bay and football at the Sandy Bay Junior Football Club, where he enjoys mentoring young athletes and fostering their development. Most importantly, he loves spending time with his wife, Michelle, and their two children, Louie and Pollyanna.
