A history of smart money management
Addept Wealth was born with one goal in mind - to help you across all aspects of your financial life. Sarah started this journey with Addept Accountants + Advisors over 20 years ago but due to regulatory changes, wasn’t able to offer the complete service from start to finish.
“For me, the why was really driven by the clients. I wanted to be able to continue the conversation across all aspects of their financial lives to get them where they want to be.” - Sarah Robinson, Principal.
Now at Addept Wealth, you get access to our decades of experience across the entire financial industry. The combination of this experience and your personal goals are what we use to build upon your current financial situation, getting you where you want to be.
Get in touch
We know finding someone to offer financial advice is a choice not to be taken lightly. That’s why we offer free consultations to walk through both our process and your situation, needs and goals so you know the outcome is the best it can be.
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Sarah Robinson
Director - BAC, CA, CTA, Dip FP
Sarah’s love affair with investing, accounting, business and tax has spanned nearly 30 years, and more than two thirds of that time has been at the helm of Addept Accountants + Advisors.
Sarah’s vision for helping clients across every aspect of their financial life has been a constant throughout her career. She is set apart by her truly unrivalled interest and experience in all parts of finance, accounting and business. It’s this broad scope of knowledge that allows her to assess decisions from all sides, to fully understand and empower your financial moves.
Now working with Addept Wealth, Sarah brings her vast skillset to the financial advisory sector.
Whatever she’s helping you with, it won’t take long for you to see the insight and passion that Sarah has for her craft… a supreme affinity for numbers that’s been nurtured in tandem with fierce determination to achieve ultimate client satisfaction.
Book a free consult with Sarah now!
NATALIE ROMANO
Administration Assistant
As our talented administration assistant, Natalie’s sharp skills and laser focus feed into many areas of the Addept business, and she’s widely valued by team members and clients for her determination to deliver the very best outcomes. From assisting our wealth-building clients to supporting our accountants, Natalie’s welcome influence spreads far and wide.
Having grown up in a super tight-knit family who clearly wrote the book on looking after each other, Natalie arrived at Addept after very handy experience in mortgage broking and financial planning. She expertly balances her busy work life with a commitment to playing her heart out for St Monica’s Netball Club, in a sporty love affair that’s been going on for many years.
Natalie’s proudest moment at Addept is being heavily involved in our “Best of SA” profile with FIVEaa radio, where we had the opportunity to celebrate our business and share what makes being based in South Australia so special. Her lowest moment was setting off the office alarm before she knew how to turn it off, but we’ll overlook that as long as she keeps doing what she’s doing for our clients.
About our Financial Services Licensee, Millennium3
As Addept Wealth’s licensee, Millennium3 provides the licensing, infrastructure and service development assistance to support us and ensure we’re consistently able to deliver the highest quality financial advice to our clients. As one of Australia’s largest financial services adviser groups, with renowned expertise in the financial services industry, Millennium3’s trusted development managers work very closely with Addept Wealth to guarantee you get the very best standard of service. Millennium3’s vision and values connect deeply with our own on many levels, especially in sharing our belief that superb financial advice has the power to truly transform our clients’ lives.
If you are interested in learning more about our licensee, we encourage you to read our Financial Services Guide (FSG), which explains more about Millennium3 and how they assist us to provide you with the highest quality advice.