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Your Personal Finance Experts

At Adelaide Financial Hub, we believe that all personal financial or investment decisions can be easier if you have a group of highly qualified professionals working with you.

The services we provide include accounting, conveyancing, financial planning and mortgage broking.

Experts in our own areas of advice, we work together as a team to ensure that you achieve your goals in a timely manner, with little stress.

As small business owners, we know the importance of high quality advice and service, and our clients’ best interests are always at the forefront of what we do. We share information and resources to minimise the stress for you.

Each business within the Adelaide Financial Hub ensures your interests are always put first and works to find the best solution for your circumstances.

Take advantage of our free 15 minute phone appointment – with one of our professionals. This will help you to get to know us a little and work out if we are the right fit for you.

Mortgage Broking

Whether it be for purchasing your first home, investment property, refinancing your existing loans or consolidating debts, Luke will guide you through the entire loan process from start to finish with professionalism and integrity. His aim is to take the hard work out of the home loan process and to help his clients make informed choices to improve their lives.

Long-term service & support

Our priority is to provide you with the best service and advice whilst looking at ways to save you time and money. Education of our clients is a strong priority and this is why we look to help our clients through the lifetime of their loans.

We have strong industry relationships with a vast range of lending institutions. This allows us to offer up-to-date and competitive options that are available.

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Financial Planning

Financial Planning is not all about superannuation and investments. It’s about taking your dreams and making them a reality. At Search Planning we believe in helping you achieve both your financial and personal goals.

Achieve Your Financial Goals

We work with you to clarify your goals and then put a plan in place to help you meet them.  We understand that life sometimes throws you a curve ball, so we work with you to monitor your progress and make adjustments if required.  Most importantly we believe in being with you to share your successes along the way.

Our goal is to help make the complicated stuff simple so that you have more time to spend doing the things that you love.

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Accounting

Do you need help with your personal tax return or the accounting for a family-owned business? Michael at MCG Accountants will find the right solution for you. As a Xero certified advisor, Michael can help move the accounting for your business into the cloud and make life simple for you.

Ongoing support and tax advice

We aim to take the stress out of tax time for all of our clients. Our friendly and personal approach means we build strong relationships with our clients.

Our 20 plus years of experience in some of Adelaide’s biggest and most respected business service firms enables us to offer quality service and technical capabilities at a price that is highly competitive.

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Conveyancing

If you are purchasing your first home, investment property, holiday home, or registering change of name - Corey at AP&B Conveyancing will guide you through the whole conveyancing process from start to finish.

Planning

We are here to assist you achieve your goals and keep you updated throughout the conveyancing process. We suggest you contact our office prior to signing a Contract of Sale when selling or buying and prior to receiving the Form 1 Vendor’s Statement. We can assess your individual circumstances and requirements, ensuring your meet your obligations under a Contract of Sale, special conditions and time specific requirements. Our goal is to make the transaction process as easy and worry-free as possible.

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What Personal Financial Services are you interested in? Please select one or more.
Mortgage BrokingFinancial PlanningAccountingConveyancing

Meet the hub members

Luke Robertson
Luke RobertsonPrivate Client Services
Luke has over 17 years in the Banking & Finance industry. He prides himself on customer service and is a member of the MFAA – (Mortgage Finance Association of Australia).
Verona Ritossa
Verona RitossaSearch Planning
Verona has over 20 years experience in the Financial Services Industry including 10 years as a Financial Planner. She believes in working with her clients to help them meet both their financial & personal goals.
Michael Crawford
Michael CrawfordMCG Acccountants
Michael is a highly qualified Chartered Accountant with immense expertise in personal, sole-trader, SME and Self Managed Super Funds.
Corey Miller
Corey MillerAP&B Conveyancing
Corey is a highly qualified Registered Conveyancer with over 20 years’ experience in property settlements.

What Our Clients Say

“Just wanted to say a huge thank you to Verona Ritossa for all the advice, care and attention given to us both as we transition to retirement.  A chance meeting has led to us feeling very confident as Verona has been able to keep our information up to date enabling us to feel very supported in our transition to retirement. Thank you doesn’t seem enough!”

JENNIFER & GRAHAM PRETIOUS • about SEARCH PLANNING

“MCG Accountants are very professional and provide a brilliant service. Michael is very patient with my questions and responds straight away. I highly recommend his services!”

NICKI McLENNAN • about MCG ACCOUNTANTS

“Hi Verona. Thanks soooo much for your help and advice, it will change my life in wonderful ways!”

JILL S • about SEARCH PLANNING

“I have used AP&B Convenaycing for the purchase of my  recent properties.  I found Corey to be very efficient and helpful  and responds to emails and returns calls promptly.  I had quite a few questions regarding the process involved using both a real estate agent and with a private purchase and  he was always competent with all of the questions posed to him. I have no hesitation in recommending A P & B Convenaycing and will use them again if I need their services.”

VANIA PANNOWITCH • about AP&B CONVEYANCING

“Corey Miller from AP&B Conveyancing guided me through the entire process of selling my property privately without any issues. His professionalism and high degree of expertise was also illustrated when dealing with an overseas vendor and a tight deadline. I highly recommend his services.”

C K LIM • about AP&B CONVEYANCING

Latest News

Our hub members receive access to a great deal of relevant information and aim to share it with our clients. Find the latest articles below, and feel free to subscribe to our e-news updates too.

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Fixed, variable or split? – Find the right loan to fit your needs

August 16th, 2017|

Fixed, variable or split? – Find the right loan to fit your needs Good Mortgage Brokers are educators not sales people. So much about your home loan is in how you structure it.

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Hub Team Members

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