Planning Retirement

Planning Retirement

Retirement is your longest holiday, and one you need to plan for well in advance. At Rolanda Adams Financial Services, retirement strategies are individually tailored to support the long-term preservation and growth of your nest egg. A well constructed plan will help you manage your income effectively, leaving as much as possible invested to grow while using efficient income strategies to fund your desired lifestyle in retirement.

We can also help determine any Centrelink entitlements and help structure your assets efficiently for both Centrelink and estate planning.

When it is time for you to consider aged care for a parent or partner, we can assist through the maze of issues and financial considerations involved in selecting a retirement or nursing home, and funding your lifestyle choices.

Any advice contained in this website is of a general nature only and does not take into account your circumstances or needs. You must decide if this information is suitable to your personal situation or seek advice.

Rolanda Adams Financial Services have been my financial advisers for over 20 years. I have always found them to be highly intelligent, knowledgeable and professional in what they do. Rolanda Adams Financial Services is accessible at all times and patiently explain terms that I do not fully understand. I can highly recommend Rolanda Adams Financial Services and it is a pleasure to do so. I do this with the utmost confidence. Marcia Montgomery (Retiree – home duties and ex-clerk with Water Board)
I retired Oct 2012, and seeking Financial Advice for my retirement funds, I decided to have Rolanda Adams Financial Services look after my financial affairs, and so happy I did. Since my retirement I am extremely comfortable with Rolanda Adams Financial Services’s advice, experience and strategies and the returns on my investments. Rolanda Adams Financial Services is my "Breath of Fresh Air" at this stage of my life and she makes herself available 24/7 should you need to talk with her. Steve Hoad (Ground Engineer, Qantas)
In 1997 I left Energy Australia and decided to join Rolanda Adams Financial Services for the financial support and advice that I would need into the future. That decision has proved a very good one and I am still with Rolanda Adams Financial Services who have given me advice and friendship over those many years. The advice given has ensured that my investments have been protected and the major loses, of some, during the GFC was not felt by me unduly. Rolanda Adams Financial Services and the team are very easy to contact at any time and one is always received in a most professional manner. I would be most happy to recommend Rolanda Adams Financial Services to all who need financial services. Graham Fleeton (Manager, Property Insurance Group Energy Australia)
Rolanda Adams Financial Services has been my Adviser for the past 18 years. Through their wide industry experience and professional expertise they have ensured the sound development and ongoing management of my investments. Their advice has invariably been sound, timely and entirely tuned to meet my personal needs in retirement. they have a friendly, engaging manner and are always readily available to address any of my concerns. I have no hesitation in recommending Rolanda Adams Financial Services. Neil O'Keeffe (Chief Inspector (retired), Australian Customs Service)

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