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Adams + Associates specialise in the following services:

 

• Pre Retirement Planning

Design and implement strategies to accumulate the wealth you require for retirement

 

• Retirement Planning

A worry free retirement with regular reviews to ensure you remain on track to meet your goals and objectives

 

• Retirement Income Streams

Design of tax effective retirement income streams

 

• Guaranteed Income Streams

For clients who require capital security and a secure regular income

 

• Centrelink Service

We can help you maximise your entitlements. We look after all aspects of your Centrelink planning including completing and lodgement of all application forms and ongoing management of your Centrelink updates

 

• Rural Succession Planning

Full review of your current farm situation and the opportunities available including potential Centrelink entitlements,
tax / stamp duty concessions and estate planning considerations


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