Estate Planning

Estate Planning

Rolanda Adams Financial Services has expertise in all aspects of financial planning in the later stages of life and has a special interest in 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

Whilst Will Kits or other forms of DIY Wills may be cheap, they are rarely effective, especially when taking the concept of “fairness” for beneficiaries into consideration. There are numerous advantages to having a properly considered Estate Plan when compared to a simple Will. A Will is only one piece of an Estate Plan. Many people are not aware that superannuation, which in many cases, is their largest asset and may not be governed by the Will. There is no one size fits all approaches as every situation is different. A financial planner in collaboration with your other advisers can ensure that you have an Estate Plan that meets your Estate objectives.

At Rolanda Adams Financial Services, Wills and Estate Planning are afforded far greater priority than is normal practice for most financial planning firms. Rather than simply ticking a box on a check list, we work with you to understand the important role a Will and Estate Plan plays in your overall financial planning needs.

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 has been my financial adviser for 20 years. I have always found her to be highly intelligent, knowledgeable and professional in her career. Rolanda is accessible at all times and patiently explains terms that I do not fully understand. I can highly recommend Rolanda 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 look after my financial affairs, and so happy I did. Since my retirement I am extremely comfortable with Rolanda’s advice, experience and strategies and the returns on my investments. Rolanda 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 who has given me advice and friendship over those many years. The advice given has ensured that my investments have been protected and the major losses, of some, during the GFC was not felt by me unduly. Rolanda and her 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 (Ausgrid))
Rolanda has been my Adviser for the past 18 years. Through her wide industry experience and professional expertise she has ensured the sound development and ongoing management of my investments. Her advice has invariably been sound, timely and entirely tuned to meet my personal needs in retirement. She has a friendly, engaging manner and is always readily available to address any of my concerns. I have no hesitation in recommending her. Neil O'Keeffe (Chief Inspector (retired), Australian Customs Service)

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