Our Range Of Financial Services

Experts In Financial & Retirement Advice

At Roe Financial, our services are designed to support you through every stage of your financial journey, with a strong focus on retirement and pre-retirement planning. We work closely with individuals and families who want clarity, confidence and a structured plan for the future. Whether you’re preparing for retirement, reviewing your superannuation, or exploring more advanced strategies such as an SMSF, our advice is tailored, transparent and focused on what matters most to you.

Explore our financial planning services in Adelaide, including specialist retirement planning, superannuation and SMSF advice. Specialist advice tailored to support your financial future.

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Retirement Planning

Approaching retirement brings important decisions around income, lifestyle and long-term security. Our specialist retirement planning service is designed to help you understand when you can retire, how your income will look, and how to structure your finances to support a comfortable and confident retirement. We create clear, personalised strategies that remove uncertainty and help you move forward with peace of mind.

Early Retirement
Outliving Your Savings
Saving & Investing For The Future
Compounding Interest & Investment Growth
Meet Your Retirement Needs

Financial Advice

Our financial planning service brings structure and clarity to your financial life. We help you understand where you are today, define what you want to achieve, and create a clear plan to support your long-term goals. Whether you’re building wealth, preparing for retirement or simply seeking greater confidence in your financial decisions, our advice is tailored to your circumstances and future direction.

Plan Now For Future You
Achieve Long & Short Term Goals
Identify Your Risk Tolerances
Plan For Your Financial Future
Various Investment Options For Your Plan

Superannuation

Superannuation plays a vital role in your retirement, yet many people are unsure whether their super is working as effectively as it should. Our superannuation advice focuses on helping you understand your fund, investment approach and contribution strategies, so your super is aligned with your retirement goals. With clear guidance, we help you make informed decisions that support long-term financial security.

Tax Savings & Incentives From Super
Grow Your Superannuation Year on Year
Identifying When & How You Can Retire
Investment and Risk Options For Your Lifestyle
Transition From Super To Retirement Strategies

Self Managed Superannuation

A self-managed super fund can offer greater control and flexibility, but it also comes with added responsibility. SMSF’s are not right for everyone. Often small business owners that wish to purchase their business premises is a common theme we see. Our SMSF advice helps you determine whether an SMSF is right for you and, if so, how to structure and manage it effectively. We provide clear, practical guidance to ensure your SMSF supports your retirement goals while remaining compliant and well-managed. We also “wind up” SMSF’s when we have determined they are not appropriate for you.

Full Control Of Your SMSF
Cost Effectiveness & Additional Tax Benefits
Ability To Purchase Residential & Commercial Property
Alternative Investment Options Outside Of Super
Full Power and 100% Control

Why Adelaide Chooses Roe Financial For Their Financial Planning!

      EXCELLENT  
   Based on 30 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Darren Saler 
 17 October 2025
 
 
 Trustindex verifies that the original source of the review is Google. We’ve been working with Anthony & the Team at Roe Financial for the past three years, and the experience has been nothing short of exceptional. Anthony took the time to truly understand our retirement planning goals, and built a clear, tailored strategy that has exceeded our expectations.
His professionalism, integrity, and ability to communicate financial concepts in simple terms have given us real peace of mind. He has always been available to answer questions, and he keeps us updated with proactive, thoughtful advice.
Thanks to Anthony, we feel confident and well-prepared for our financial future. We’ve seen consistent growth in our investments, and more importantly, we now have a solid plan in place for retirement.
We highly recommend Anthony and the team at Roe Financial to anyone seeking expert, trustworthy financial guidance.
  
 
      Posted on Google  
   
   Tamara Wagner 
 3 June 2025
 
 
 Trustindex verifies that the original source of the review is Google. Earlier this week we met up with Anthony for our annual checkup.  Our "doctor" discussed many topics with us and gave food for thought, and dare I say it ... homework!  Anthony is very personable,  approachable and knowledgeable with no issue too difficult and no problem too great to solve!  Whilst some financial planners have tickets on themselves, this is not so with Anthony as he speaks plain English and explains in great detail the situation at hand.  So, before you make that financial decision that deep down you know you shouldn't ... please go and see Anthony.
  
 
      Posted on Google  
   
   Joy Wade 
 30 September 2024
 
 
 Trustindex verifies that the original source of the review is Google. It is refreshing to have a team that listens and understands the financial needs that we have and to deliver a plan that will help us navigate our retirement and beyond. Would highly recommend. Thanks
  
 
      Posted on Google  
   
   CW 
 29 September 2024
 
 
 Trustindex verifies that the original source of the review is Google. Have been seeing Anthony since my last few months of work before retirement. His friendly, relaxed manner makes him easy to work with, and no query is too hard or foolish. Even if not directly connected to our financial advice, he has gone out of his way to help us fill in forms, or point out what concessions we may be entitled to. After years of work and watching the pennies, it's reassuring to be told that we have enough to enjoy retirement and spend our money; something that was not easy to get our heads around in the past, without seeing the facts in front of us. Regular catch ups keep us all on course and have no hesitation in recommending Anthony and Roe Financial. Thanks Anthony and team.
  
 
      Posted on Google  
   
   Brendan Toohey 
 11 October 2023
 
 
 Trustindex verifies that the original source of the review is Google. 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 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!!
  
 
      Posted on Google  
   
   Steven Williams 
 26 May 2023
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
      Posted on Google  
   
   Peter Thompson 
 30 November 2022
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
      Posted on Google  
   
   William Allison 
 6 November 2022
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
  
  
 
 
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