Vicki Adams

Director – Wealth Advisory

Bachelor of Business
Member of the Institute of Chartered Accountants
Female Excellence in Advice 2014 Award winner
Senior Wealth Adviser
CERTIFIED FINANCIAL PLANNER® professional
Authorised Representative

Vicki’s goal is simply to guide and journey with her clients through strategies and investment advice to assist in giving them control over their financial future. Vicki is a Chartered Accountant with financial planning, has SMSF specialisations and is a licensed financial adviser. She offers tax-effective financial and investment advice with ongoing support to individuals and self-managed superannuation funds alike.

Vicki enjoys working with clients in assessing their current financial situation, listening to their financial and lifestyle goals and developing and implementing appropriate strategies aimed at achieving these.

Her qualifications and experience provide a wealth of technical expertise. Vicki takes a leading role in financial planning training and development for all Saward Dawson staff.

Saward Dawson Wealth Advisers Pty Ltd (ABN 74 620 432 790), is a Corporate Authorised Representative of Akambo Pty Ltd t/a Accountants Private Advice (AFSL no. 322056) ABN 16 123 078 900
Level 14, 379 Collins Street, Melbourne, Victoria 3000.

Get in touch with Vicki through our contact page.

When out
of the office

Interests

Keeping fit
Visiting restaurants and coffee shops
Watching her talented sons play basketball and running them to games as often as required.

Vicki spends much of her time on weekends involved in her boys' sporting activities be that basketball, swimming, football etc. If she has time, she likes to visit the gym.
If there is time for pure relaxation and enjoyment, then she and her husband like to sip a quiet cappuccino or do some fine dining at many of the restaurants and wineries in the Yarra Valley or around the Dandenongs.

Favourite Holiday Destination:

Just getting away
Vicki has no favourite destination. However, she thoroughly enjoyed the challenge of completing the Kokoda Track in 2012.

Estate planning

As we approach the end of the financial year, maybe this year, once you have organised your tax return you might then look a bit further ahead. Estate planning is an essential part of your financial wellbeing ensuring that your finances and assets are taken care of as you wish. There are three essential parts […]

Retirement – Getting the timing right

Retirement might seem like a fabulous idea but getting the timing right is really important to make the most of it. There a many factors to consider but here are a couple that need to be paramount in your decision making. What kind of life style do you wish to have in retirement? It may […]

Returning to work after retirement

Deciding when to retire requires a lot of careful planning. For most people the questions are: Will I have enough to retire on When can I access my super Will I get any Age Pension and What happens if I want to go back to work? The regulation of Australian superannuation requires a member of […]

Buying off-the-plan?

First home buyers are increasingly buying off-the-plan (OTF). There are all sorts of incentives offered by both developers and governments but there are some other considerations to be addressed before signing contracts. Do your research Make sure you do as much as you can to research the property itself, the area in which you will […]

Planning for aged care – Full of complexities

Recently we conducted our first seminar on the complex area of planning for aged care. Vicki Adams explained the types of related fees and charges that need to be considered during the planning stage. Residents about to enter care generally have the choice of paying the facility a Refundable Accommodation Deposit (RAD) as a lump […]

Vicki Adams

Director – Wealth Advisory

When out of the office

Vicki Adams's Articles

When out
of the office