Adriano Donato, CFP®

My mission is to help high achievers realise their potential while maintaining a balanced life. Clients typically fall into one of the following categories:- Business Owners or High Income Families earning more than $400,000pa; or- High Net Worth clients who have at least $4 million in accumulated assets (excluding the value of their family home).

I love helping people gain an insight into what’s truly important to them. Once I get to know each clients story and what they’re trying to achieve, I help them make smart decisions with their money so they can achieve their goals and objectives. I thrive on providing advice to families who are seeking a trusted adviser to help them grow and achieve some big things. I am known for my attention to detail at work and reliability, whilst outside of the office I benefit from a healthy routine. Each week I maintain a balanced lifestyle filled with family time, good food, social activities, playing sport like golf and running, attending sporting events, and taking the time out to reflect on life.

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