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Rolanda Adams Financial Services - Planning Retirement

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)

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