If you could achieve your financial goals by simply putting money away in the bank, you wouldn’t need a financial plan.

Unfortunately, life is a little more complex – it’s hard to understand the intricacies of investment, taxation and ever-changing regulations, so you need professional help.

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 and implementation of tax effective retirement income streams.

• 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.