Amber Wealth is a boutique financial planning practice based in Brighton, helping pre-retirees, retirees, and professionals across Bayside and greater Melbourne with retirement planning, superannuation, investments, personal insurance, and estate planning.
Book a Complimentary Wealth Consultationor call us directly on 03 9964 0718 | after-hours appointments are available
Retirement is more than reaching a certain age—it's about having the confidence and freedom to enjoy the lifestyle you've worked hard to achieve. We help you maximise your superannuation, create sustainable retirement income, reduce tax, and develop a personalised strategy that gives you financial security throughout every stage of retirement.
Explore Retirement PlanningYour investment portfolio should reflect your goals, risk tolerance and time horizon. We build and actively manage diversified portfolios designed to grow and protect your wealth while keeping your long-term objectives at the centre of every investment decision. Ongoing reviews ensure your strategy stays aligned as markets and your circumstances evolve.
Explore Investment ManagementLife is unpredictable, but the right protection can provide certainty when it matters most. We help you safeguard your family, income and lifestyle with tailored Life, Total & Permanent Disability (TPD), Trauma and Income Protection insurance, giving you confidence that you and your loved ones are financially protected if the unexpected happens.
Explore Personal InsuranceBeyond these core services, Amber Wealth also provides superannuation advice, Age Pension strategy, estate planning, mortgage broking, and property advocacy — each coordinated with your broader financial plan.
Amber Wealth is based in Brighton, in Melbourne's bayside, and we work with clients right across the metropolitan area — from the CBD and inner-eastern suburbs through Bayside and the south-east. Whether you're in Toorak, Malvern, Hawthorn, Camberwell, Richmond, South Melbourne, St Kilda, Caulfield, Doncaster, or closer to our Brighton office, the same considered, evidence-based advice applies.
As your Melbourne financial planner, we help individuals and families navigate the decisions that shape a secure retirement and a lasting financial position — from retirement planning and superannuation to investment strategies, retirement income, wealth protection, and broader financial planning.
Every plan is built around your actual numbers and circumstances, not a template. Appointments are available in person from our Brighton office, by phone, or by video — so clients across Melbourne and Australia can access tailored advice wherever they are. Get in touch to arrange a complimentary consultation, or learn more about Adam Sobczak and the practice.
Director and Principal Adviser
"True wealth management is not just about numbers; it's about the future security and legacy you build for your family."
With more than 15 years in financial services, advising clients since 2015, Adam has helped hundreds of families navigate complex financial landscapes.
Qualified Professional
Bachelor of Business majoring in Financial Risk Management and International Trade
Specialisation
From growing your wealth to planning your retirement and protecting what matters most, we provide tailored advice that gives you confidence at every stage of life.
Trusted by Melbourne families, retirees and professionals.
in the last week
I had several super accounts and honestly wasn't sure whether I was making the most of them. Adam went through everything with me, explained the different options clearly and helped me put a proper strategy in place. I finally feel like I understand where my super is going and why.
in the last week
Adam made the whole retirement planning process much easier than we expected. He took the time to understand what we wanted our retirement to look like and explained our options in a way that was easy to understand. We now feel much more organised and confident about the years ahead.
2 months ago
Adam was so helpful with all the things that we needed to do with our Super and the money that we had in the bank left over from the side of the house
2 months ago
Adam from Amber Wealth, has made our transition into retirement so easy. He has done all the hard work for us and given us unlimited support and assistance. We should have started using Amber Wealth years before our retirement. The chosen investments made for us to continue financial security puts us at ease in the future. Geoff and I are extremely pleased with Amber Wealth and Adam is so easy to communicate with and is genuinely a pleasure to discuss all thing's financial.
4 months ago
Adam has been my financial advisor for over a decade, and his guidance has been invaluable. He’s helped me navigate complex situations and consistently provided clarity and solutions. I highly recommend him and his firm to anyone who wants steady, trustworthy advice.” Simple, honest, and it gets the point across!
Our track record speaks for itself. We're committed to delivering exceptional results for our clients.
Whether you're planning for retirement, growing your wealth, reviewing your super, or protecting your family, we're here to help. Book a complimentary consultation and discover how personalised financial advice can help you achieve your goals with confidence.
