Investments

Investments

At Rolanda Adams Financial Services we firmly believe that investing should not be left to luck. We believe our success has been built upon:

  • Knowledge - A solid education and understanding of the investment markets as well as the understanding of a client's financial goals, aspirations and tolerance for investment risk
  • Professional Insight - Experience and great contacts, 'being in the know'. Professional insight leads to sound well balanced considerations that are in the best interests of the client
  • Execution - To have the confidence in our judgement to make timely and effective decisions without hesitation.

We have developed a unique approach amongst the financial planning profession to deliver quality outcomes for our clients. At Rolanda Adams Financial Services:

  • We don't use retail investment platforms unless they add to ease of management of a portfolio.
  • We don't use retail investment fund managers unless they add value to a portfolio
  • We don't have a 'cookie cutter' (you get what everyone else gets) approach
  • We don't 'sell' investments.

Our focus is about achieving results:

  • We use 'low cost' virtual investment adminstration systems
  • We do use sophisticated tools to help build 'modern' investment portfolios with a common sense approach
  • We do build our share portfolios based upon the experience, sound management and the company's ability to deliver a consistent return to the shareholders
  • We do consult with professionals in their field of expertise
  • We do have open and consistent communication with our clients.

Where applicable, we provide reviews of your portfolio. Each change in the portfolio will be documented, discussed and agreed before implementation. You won't be left in the dark.

Our investment philosophy continues to be developed through our experience. We are fortunate to work with great clients who have large investment portfolios to invest and often with complex needs.

We take the responsibility of managing our client's wealth very seriously and appreciate our client's support through regular referrals to their own friends and family.

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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