About us

At WestCoast Financial Services the objective of our ongoing service is to:

  • Provide appropriate advice as your circumstances change
  • Keep you informed
  • Establish a partnership
  • Provide a feeling of comfort

Our services to you:

    • Quarterly, half yearly or annual face to face discussion
    • Review of your current investment portfolio
    • Review future lifestyle goals and objectives
    • Review your wealth protection and insurance needs
    • Investment structures
    • Debt management
    • Tax planning strategies
    • Retirement planning
    • Dedicated customer service representative
    • Portfolio valuation
    • Regular communication via eNewsletter
    • Liaise with other professionals when appropriate on your behalf
    • Regular economic updates
    • Ongoing relationship with your financial planner

About Adam Hughes:

Adam is passionate about helping families and businesses prepare for the unexpected but also the ability to achieve financial goals and a lifestyle of choice. He is an active and local contributor to the Port Lincoln Community.

Adam has been a financial planner since 1998 and has completed the Advanced Diploma of Financial Services (Financial Planning) and holds a degree in Journalism from the University of South Australia.