OUR SERVICES

While we all have different backgrounds, needs and circumstances, we usually share one thing in common; the desire to have a secure financial future.

At Adams Financial Services our aim is to help people make smart decisions about money. For individuals, couples and families this may involve advice and guidance around budgeting, income protection, insurance and superannuation (including self-managed superannuation funds), as well as investing for the future.

We take a holistic approach; anticipating life events such as saving for a child’s education, moving to larger home as the family grows, and planning for retirement as you near the end of your working life.

For business owners, we offer strategic financial advice and guidance regarding investments, insurance cover and superannuation.

With the benefit of sound financial advice you can look forward to a secure financial wellbeing along life’s journey.

Our services include:

• Wealth accumulation
• Wealth protection
• Retirement planning
• Superannuation and SMSFs
• Aged Care

To find out how we can help you, please contact us.