XceWea FiveHundo
Experienced personal finance expert, Adam Hoffman is a Senior Financial Adviser at the Melbourne, Australian based finance consulting firm, Xcela Wealth. Most of his clients include middle income and high net worth persons living in Australia and the UK. His input has gone a long way to help clients manage debt, mitigate due to tax improprieties, plan for retirement and ensure investors make wise investment. To ensure total financial freedom, Hoffman has also trained his skills on helping people grow and manage their investments as well as choose portfolios that promise high ROI. The highly talented wealth manager attended the University of Melbourne to pursue finance, accounting and business and graduated with honors.
He
…show more content…
I was born in Byron Bay, Australia. The hippy town with laid down atmosphere, lies on the eastern most point of mainland Australia. For the curious traveler, the area offers wonderful scenic views, lush greenery and amazing beaches. There are also plenty of modern restaurants people friendly walkways and art and craft stores. In Melbourne, where I work I get to brush shoulders with all sort of professionals and industries leaders. I am actually delighted to work in one of the largest and most industrialized cities in Australia, where opportunities …show more content…
The Melbourne based firm specializes in providing consulting services to medium to high net worth clients. My services cover taxes, pension plans, real estate, securities and investment strategies. On a typical day, I do a number of things, including a quick exercise and swim several laps. At work I advise clients on investment strategies, ensuring sustain business growth and retirement options. Before the day ends, I usually met my tem and peruse over the undone work to prepare for the next day. I appreciate the fact that I am surrounded by a team of positive and highly creative associates.
Question 4: What is your favorite thing about working in your industry?
I made the decision when I was in my twenties, and I appreciate everything about it. At the beginning I was particular drawn at concepts like portfolio, inflation and asset diversification. With a wealth of knowledge and experience in accounting and economics, it was fair for me to help people make money and grow with the investments. The financial planning industry in Australia rakes in about $5 billion annually. With over 20,000 planners working actively in the market, the demand for more professionals is on the rise owing to the number of Australians who seek financial advice.
Question 5: What’s one piece of advice you can share with