We help financial service firms achieve succession

ADAPT Financial provides expert, industry-specific guidance and a sense-making platform to financial services companies to assist them in achieving succession and sustained growth.

Eliminate Overwhelm, Clarify Succession Plans & Receive Ongoing Support

Are You Wanting To Build A More Resilient Business?

  • Is capturing what you do complicated?
  • Do your current plans feel exposed to regulatory volatility?
  • Are you unsure of where to start?

Whether you are looking to grow, considering succession or wanting to ensure your financial services business is resilient to change, it is often hard to step outside of the day to day of business to create and execute a plan that will take your business to the next level.

At ADAPT Financial, we were experiencing the same obstacles within the financial services industry as so many of our peers. Corruption and regulatory uncertainty left us unsure of how to maintain a robust and resilient organisation. So, we set out to develop a solution that would enable us to capture the real essence of our business.

The result is a unique combination of consulting and technology – ADAPT Financial.

ADAPT Financial harnesses the unique experience and industry knowledge of financial services founders and pairs it with the leading frameworks and sense-making platform of ADAPT by Design. The result is a unique solution that captures the intangibles like trust, reliability and consistency that have been the strongest pillars of the profession for years.

Our Industry Partners


We are experienced coaches who guide financial services founders to succession and sustained growth with a proven method and unique sense-making platform.

ADAPT Financial works especially with financial services companies to take your business from where it is now to where you want it to be. We do this using our dual approach: working closely with you to implement our method, and providing the sense-making platform to embed the habits, disciplines and accountabilities across your entire organisation.

Your Resilient Business Coach

With us as your partner, succession and resilience planning does not have to be a guessing game. Our expert coaches work closely with you as your guide throughout your entire journey towards succession and resilience, providing you with the tools you need to achieve your goals.

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Sense-making platform

The unique ADAPT web-based platform was developed specifically to implement resilience within organisations. It takes the essential elements of your succession and resilience strategy and embeds them on a platform that enables everyone within your organisation to come on your journey.

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How can we strengthen the entire Financial Planning Profession from within?

The opportunity is here for founders and owners to continue strengthening the Financial Planning Profession by protecting their own businesses against market volatility and change.

Together, we can create a bulletproof succession plan for your business

Begin with an obligation free discussion. Leave with a plan.

The ADAPT Financial process starts with a coffee and chat about your business and where you see it heading in the future. We then start planning an Organisational Review, an assessment of your entire organisation through the lens of the leaders and the employees. We provide our findings on where your strengths lie, and where there is room to grow with the help of one of our coaches.

Preview an Organisational Review.