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SEE WHAT OUR CLIENTS SAY ABOUT WORKING WITH ROE FINANCIAL




 * Met with Anthony for an initial assessment. Right from the start he was
   friendly and put us at ease. He methodically took us through our current
   financial situation, goals and... read more retirement options. He thinks
   it's possible at 60 - we thought it would be more like 75!! I really liked
   how he mapped out a timeline, clearly showing key moments and what we needed
   to do in order to get to these. He gave us a couple of things to work on
   straight away with the intention to meet up again next June to see how we
   have been able to achieve our first goals and refine the plan. Heartily
   recommend!!
   
   Brendan Toohey
   October 12, 2023
   
   We found the experience very pleasing and informative. It gave us a very
   clear picture of what we need to do in relation to our up and coming
   financial commitments... read more and actions needed. We definitely
   recommend ROE to our friends and family, as needed. We look forward to the
   next appointment.
   
   Steven Williams
   June 26, 2023
   
   The team at ROE Financial is awesome. They have provided so much clarity to
   enable our retirement plan. We couldn't recommend them highly enough for
   their personalised and professional service.
   
   Peter Thompson
   December 26, 2022
   
   Stuart was / is clear and concise with his advice. His explanations of
   financial products are given in terms we can easily understand. He's very
   approachable and easy to interact... read more with and is very professional
   in his dealings with us. His advice reflects and caters for our financial
   needs and goals. No hesitation in recommending his services.
   
   William Allison
   November 26, 2022

 * I highly recommend Anthony Roe from Roe Finance he knows his business. The
   team at Roe Finance are very welcoming, polite and helpful and yes I would
   go... read more back to them in the future. I highly recommend ROE FINANCE.
   Five Stars all the way.
   
   Dianne Wells
   November 26, 2022
   
   Roe Financial is an awesome business to work with for all financial decisions
   and future planning. I cannot thank Anthony and his team enough for their
   expertise with finance. ... read more Anthony is such a knowledgeable, honest
   and friendly person who understands people and is highly supportive of their
   situation.
   
   sandra were
   October 26, 2022
   
   Our long association with Roe Financial and Anthony has provided us with a
   sound and comforting financial plan. We have experienced many challenging
   times in the financial markets but we... read more have learned to accept
   these occurrences as normal and coping with the negative has become easier
   through our association. Would highly recommend Anthony.
   
   Valerie Nesbitt
   October 26, 2022
   
   Have worked closely with Tom Curtis investigating my Super options. I
   explained what i was looking for and Tom took the time to research the market
   to find a product... read more that matched my needs. I am now working with
   my new Superannuation (Netwealth) and a great thanks to Tom for coming up
   with the product that matched my needs. I am very satisfied and grateful for
   the work that Tom put in and for really listened to my needs. Thanks Tom
   
   Edmund Alarcon
   October 26, 2022

 * Incredibly helpful. Guided instead of pushed and followed up. 👌
   
   Grant Croft
   October 26, 2022
   
   I am so grateful to be working with Anthony. Right from our first appointment
   Anthony made all of our retirement plans seem possible, he listened without
   judgement at our plans,... read more offered suggestion and a wider
   perspective of how we can achieve our goals. Above all he brought clarity,
   took away any overwhelm we had and allowed us to see our retirement plan as a
   reality not just wishful thinking. We can not thank you enough for your
   input, friendly and professional manor. We are very much looking forward to
   working toward the plan we have helped us create. The future is looking very
   bright after out session. Thank you.
   
   Sutchain Heap
   October 26, 2022
   
   My wife and I are hopefully around 4 years away from retirement and we came
   across ROE Financial Planning after doing some research for a financial
   advisor. We were very... read more impressed with the reviews. After making
   an appointment and attending our initial consultation with Tom and Anthony,
   it has been nothing but positive. The whole experience was professional,
   informative and relaxed. Tom and Arabella have excellent follow up and
   customer service and we are most confident moving forward knowing that the
   team at ROE Financial Planning are just a phone call away. Highly
   recommended. Graham H.
   
   Graham Hamill
   October 26, 2022
   
   Fantastic experience! Great outcomes for my future!
   
   Aasha Carter
   October 26, 2022

 * Very nice god bless the Lord, I love you very much. Why don't you listen to
   Gospel ? you need to listen to vision christian radio!! If All you do... read
   more all day is stare at your computer screen and eat vietnamese rolls!
   Drinking Pepsi. Like a total complete filfthy slob?
   
   Matthew Procenko
   October 26, 2021
   
   I have been seeing Anthony for the last year about getting ready for
   retirement in a few years. He has been very helpful in transitioning to
   retirement. He is really... read more easy to talk to and is very
   knowledgeable. I would thoroughly recommend this company
   
   Steve Mangan
   October 26, 2020
   
   Stuart and Tom's advice has been invaluable in helping us build our business
   and get our financial goals on track. They are easy to understand, concise,
   and always follow up... read more in a professional manner. We'd highly
   recommend anyone who is interested in living their best life to meet with
   someone from Roe Financial to help them with their financial future.
   
   Kevin Tuck
   October 26, 2020
   
   Anthony and his team were great! They have sorted out a bit of a financial
   mess and have me back on track. I would highly recommend!
   
   Aasha Shaw
   October 26, 2020

 * Always available, strong advice, keeps us well informed.
   
   Steven Meins
   October 26, 2020
   
   Have been seeing Anthony through Roe Financial for nearly 14 years. They were
   recommended to us when we moved from interstate. During that time Anthony has
   provided my wife... read more and I with retirement planning, insurance set
   up and claims and explained in plain terms the ins and outs of various
   superannuation plans. We have found Anthony and the team with him to be
   friendly, professional and very efficient when communicating with them. I
   would have no hesitation in recommending Anthony to sort out any financial
   requirements that would be required.
   
   Craig Jones
   October 26, 2020
   
   Anthony was recommended to us by a mutual friend we have been with his
   company for three years now and have no regrets at all. We like Anthony's
   personal service,... read more his ability to relate to our our goals and how
   they might be realistically achieved, and his down to earth approach. We have
   benefited immensely this year from Anthony's advice and would highly
   recommend his services.
   
   Evan Marker
   October 26, 2018
   
   Great advice without hidden catches and annoying upselling. Through their
   advice we secured a great motgage deal for our upcoming renovation. Their
   personable approach leaves you feeling that they are... read more only a
   phone call away.
   
   sean jamieson
   October 26, 2018

 * Have been with them for 9 years now and have found them to be friendly,
   efficient and knowledgeable and keep up with the changing financial and
   legislative landscape.
   
   Shaun O'Connor
   October 26, 2016
   
   Was embarrassed that I hadn't looked at my long term financial plans and you
   guys took all the shame out of it. Thanks for answering my questions and
   getting... read more me on track.
   
   Jeff Strachan
   October 26, 2016

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SPECIALISTS IN FINANCIAL & RETIREMENT PLANNING



Roe Financial are your experts for all things superannuation, self managed
superannuation, financial planning and retirement planning in Adelaide. If you
are at that stage of life where you are thinking of retirement, how to retire,
how to put yourself and family into a strong position financially for retirement
or to find out how your retirement needs will be met – then we are the team for
you. We know that this can be a stressful time in your life which is why Roe
Financial pride ourselves on being approachable, transparent and comforting for
you and what you are after – we are the expert team just for you. 


Book A Complimentary Phone Call



SPECIALTY SERVICES



Tailoring your retirement strategy in a way that can weather all storms,
inflation increases or market turmoil. Create a worry free and clear retirement
plan today. When planning for your retirement, you should be thinking about all
the things you’re finally going to have time to do. All the holidays and
catching up with old friends, falling back in love with hobbies and spending
time with your family and more …… not feeling anxious about finances. We see
many people who have delayed retirement for years because they were afraid to
take the leap to come to us and realised that if they’d had our retirement plan
in place sooner, they could have retired years ago. So if you are planning to
retire, scale back or improve your financial position within the next 5 years –
or you are already retired and want to make sure that you are getting the most
out of your situation, we are the team for you. Explore our range of services
below and do not hesitate in getting in touch with us.




RETIREMENT PLANNING



We are passionate about providing clarity around your retirement options, what
they might look like and what steps you need to take between now, and the start
of your retirement.


Learn More



FINANCIAL PLANNING



We’re retirement specialists in providing quality financial planning and
strategic financial advice to individuals, families, trustees of super funds &
owners of small to medium businesses.


Learn More



SUPERANNUATION & SMSF



We can work with any type of superannuation fund, we aim to ensure you’re
maximising the tax savings and growth opportunities with your Superfund of
choice, or we can recommend one.


Learn More



Invest For You




SECURE YOUR FINANCIAL FUTURE TODAY




FILL OUT THE FORM BELOW AND WE’LL CONTACT YOU


Area of InterestFinancial Planning & AdviceRetirement PlanningSuperannuationSelf
Managed SuperannuationOther Specialist Services


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GENERAL ADVICE DISCLAIMER

General advice warning: The advice provided is general advice only. In preparing
it we did not take into account your investment objectives, financial situation
or particular needs. Before making an investment decision on the basis of this
advice, you should consider how appropriate the advice is to your particular
investment needs and objectives. You should also consider the relevant Product
Disclosure Statement before making any decision relating to a financial product.

ROE FINANCIAL SERVICES PTY LTD

Part of the Count network of financial planners.

Click here to view the Count privacy policy

Click here to view the Count terms and conditions

Click here to view the Count Financial Services Guide

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ABN 66 137 858 023
AFSL 342880

CONTACT INFO

11/780 South Road,

Glandore, SA 5037

(08) 7226 2119

roefs@roefinancial.com.au

CONTACT INFO

11/780 South Road,

Glandore, SA 5037

(08) 7226 2119

roefs@roefinancial.com.au

ROE FINANCIAL SERVICES PTY LTD

Part of the Count network of financial planners.

Click here to view the Count privacy policy

Click here to view the Count terms and conditions

Click here to view the Count Financial Services Guide

Click here to view the Count AFSL Complaints Handling Policy

ABN 66 137 858 023
AFSL 342880

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