Essential Wealth and Retirement is a professional fee for service financial planning business and is owned and operated by Adam Vermillion and Brent Raverty, former Senior Financial Planners at the National Australia Bank. We strive to simplify your financial options to ensure that you, as a client, feel comfortable about your present and your future. We do not believe in the concept of “getting rich quick”, although this would be nice, rather we recognise that getting the most out of your finances takes time and, in order to achieve the best results whilst appropriately minimising risk, involves a range of structures and strategies tailored to your individual circumstances and requirements.
We commit to working in partnership with you, and by sharing our experience and expertise, we can walk with you through all aspects of your financial life. Whether you have just started to think about building your wealth; looking to provide financial security for you and your family; beginning to plan for your retirement or endeavouring to protect your retirement lifestyle, we can assist you. At Essential Wealth and Retirement, we recognise that everyone’s situations and goals are unique, which is why we personally tailor your financial solutions to your circumstances. We believe that financial advice should not be complicated, therefore we provide simple, clear and straightforward advice in partnership with our clients. Not only do we make use of our experience and expertise in current financial climates, we are future focused, in order to assist you to build your financial security for decades to come.
Adam Vermillion was formerly a Senior Financial Planner at The National Australia Bank. Whilst at NAB, Adam was a multi-award winner within the Financial Planning Department. Since establishing Essential Wealth and Retirement, Adam has regularly been recognised within the industry for demonstrating outstanding values and a commitment to maximising client outcomes.
Brent has more than a decade of experience in the finance industry. His experience as a Bank Manager, and Adviser, has given him a unique understanding beyond that of an everyday adviser. Brent was nationally recognised in 2012, 2013 and 2016 within NAB Financial Planning, and in 2018 and 2019 within GPS Wealth Ltd, for demonstrating outstanding values and providing quality and compliant advice.