Business Details
Professional Financial Advisers Wagga Wagga
Adams & Associates has been delivering professional financial advice to the Riverina community for over three decades. Our focus is empowering clients to take control of their financial future through tailored strategies aligned with their unique goals and life changes. We employ a structured five-step process encompassing discovery, data gathering, plan creation, implementation, and ongoing support to ensure our clients' financial plans remain adaptive and effective.Our team of qualified financial planners specialises in retirement planning, superannuation management, investment strategies, and estate planning, providing both initial and continuous strategic guidance. With deep local market knowledge and a commitment to client education, we help individuals navigate complex financial decisions to achieve their desired retirement lifestyle.
Services
Superannuation
Retirement Planning
Investments
Self Managed Superannuation
Estate Planning
Highlights and features
- We have over 30 years of experience serving the Riverina community
- Our five-step financial planning process ensures adaptive strategies
- Specialised expertise in retirement planning and SMSF management
- Qualified team with local market knowledge and client education focus
- Ongoing support to adapt financial plans to life changes
Associations and certifications
- AFSL 243268
- ABN 28 093 569 941
Services
Superannuation
Superannuation management services help clients grow retirement savings through strategic contributions and investment choices. We assist with fund consolidation, tax-effective strategies, and SMSF evaluations. Our expertise ensures clients maximise their superannuation benefits while meeting regulatory requirements.
Retirement Planning
Comprehensive retirement planning services assess current financial status and create strategies to achieve desired retirement lifestyles. We evaluate income needs, asset management, and pension eligibility to develop sustainable retirement income streams tailored to individual circumstances.
Investments
Investment advisory services focus on creating diversified portfolios aligned with risk profiles and financial goals. We guide clients through asset allocation decisions, risk management, and market opportunities to optimise long-term wealth accumulation across various investment vehicles.
Self Managed Superannuation
Specialised SMSF services provide strategic guidance for self-managed super funds. We assist with investment strategy development, compliance requirements, and estate planning considerations to help clients effectively manage their retirement savings with maximum control.
Estate Planning
Estate planning services ensure assets are distributed according to client wishes while minimising tax implications. We coordinate with legal professionals to create comprehensive plans that protect beneficiaries and facilitate smooth wealth transfer.
People
John Doe
CEO
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Jane Brown
Head Accountant
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Questions
What financial services do you specialise in?
We specialise in retirement planning, superannuation management, investment strategies, self-managed super funds, and estate planning tailored to individual needs.
How can you help with retirement planning?
We assess your current financial position, create personalised retirement strategies, and implement plans to ensure your savings support your desired lifestyle throughout retirement.
Do you offer SMSF management services?
Yes, we provide comprehensive SMSF guidance including investment strategy development, compliance requirements, and estate planning integration for self-managed super funds.
How do you approach investment advice?
We evaluate your risk tolerance, financial goals, and time horizon to recommend diversified investment portfolios across various asset classes that align with your wealth growth objectives.
What areas do you service?
While based in Wagga Wagga, we serve clients throughout the Riverina region with both in-person and remote financial advisory services.
