Sara Caggiano, CFP®

Sara has worked in various roles across the financial services industry since 2004. Having worked in both small and large firms she has advised a range of clients (including private and public service executives, business owners, retirees, wealthy families, corporations and charitable foundations) on how to build, protect and manage their wealth. Sara established Adamas Financial to offer a truly personalised, responsive and proactive service to her clients. She believes in building genuine, honest and trusted relationships, and focuses on long term partnerships with clients, working with them through all stages of their wealth journey. Sara is passionate about helping clients achieve their financial goals and lifestyle aspirations. She provides tailored strategies and holistic solutions to suit each client’s unique situation, goals and objectives.Sara prides herself on maintaining the highest level of technical knowledge to deliver quality and specialist advice. She operates on a fee for service basis and ensures clients fully understand and agree to both the services they will receive and their costs.

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