ROE - Retirement Advice Specialists
About the Business
Welcome to ROE - Retirement Advice Specialists, your go-to institution for all things retirement planning and financial advice in Adelaide. Located at Glandore, South Road, 780, we are here to help you navigate the complexities of retirement and ensure you and your family are in a strong financial position.
At ROE Financial, we understand that planning for retirement can be a stressful time in your life. That's why our team prides itself on being approachable, transparent, and comforting. We are here to guide you through the process and provide you with expert advice tailored to your specific needs.
Our goal is to create a worry-free and clear retirement plan that can weather any storm, whether it's inflation increases or market turmoil. We want you to focus on all the things you'll finally have time to do in retirement - the holidays, catching up with old friends, pursuing hobbies, and spending quality time with your family. We don't want you to feel anxious about your finances.
Many people have delayed their retirement for years because they were afraid to take the leap and seek professional advice. However, they soon realize that if they had our retirement plan in place sooner, they could have retired years ago. So whether you are planning to retire, scale back, or improve your financial position within the next 5 years, or if you are already retired and want to ensure you are making the most out of your situation, we are here for you.
Our range of services includes tailoring retirement strategies, providing clarity around your retirement options, and guiding you on the necessary steps to take towards a successful retirement. We specialize in offering quality financial planning and strategic financial advice to individuals, families, trustees of super funds, and owners of small to medium businesses.
We can work with any type of superannuation fund and aim to ensure you maximize tax savings and growth opportunities with your Superfund of choice. If you don't have a Superfund yet, we can recommend one that suits your needs.
ROE - Retirement Advice Specialists is part of the Advice Evolution Pty Ltd network of financial planners. Your privacy is important to us, and we encourage you to view our privacy statement by clicking here.
Don't hesitate to get in touch with us today. Let us help you create a secure and fulfilling retirement plan that allows you to enjoy the best years of your life.
Photos
Location & Phone number
780 South Road, Glandore, South Australia 5037, Australia
Hours open
Monday:
9:30 AM - 5:00 PM
Tuesday:
9:30 AM - 5:00 PM
Wednesday:
9:30 AM - 5:00 PM
Thursday:
9:30 AM - 5:00 PM
Friday:
9:30 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"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 and actions needed. We definitely recommend ROE to our friends and family, as needed. We look forward to the next appointment."
"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 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."
"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 back to them in the future. I highly recommend ROE FINANCE. Five Stars all the way."
"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 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."
"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, 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."
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