Estate Planning

Wills and Estate Planning are the cornerstones of your financial plan. We have invested heavily in education to develop a thorough and specialist knowledge of Wills, Estate Planning and the structures as they apply to your overarching financial plan.

Our experience is substantial and includes finding solutions for complex and, at times, unique family circumstances.

Our Estate Planning service includes liaison with your accountant, insurance advisers and estate planning lawyer to create consistency across all disciplines to deliver a seamless and properly integrated plan as part of your larger and overarching financial plan.

We work with you to help you gain a complete and clear understanding of the structures you should consider for the event of your death or incapacity. We help you to clarify the goals and objectives for your Estate Plan and explain how important legal documents including Wills, Power of Attorney and Binding Nominations help you achieve these goals.

The service offered by Rolanda Adams Financial Services is underpinned by our extensive financial planning experience and a thorough understanding of your personal affairs which allows us to provide guidance and advice when identifying the key beneficiaries for your Estate including, but not limited to providing the following:

Appropriate investment and superannuation strategies
Personal risk assessment
Asset protection
Retirement planning