Roe Financial is a private family-owned South Australian business, and have been providing advice to South Australians for over 33 years. Our business was formed in Port Lincoln on Eyre Peninsula in 1987, by Philip Roe. Philip ran the business from there solely, servicing the Eyre Peninsula clients until in 2003 when his sons Stuart and Anthony Roe, now based in Adelaide, who were born and raised in Port Lincoln, joined the firm. Anthony & Stuart established a satellite office in Adelaide at Rose Park, in the east of Adelaide. Very quickly this office became the centre of the business, with more and more Eyre Peninsula clients visiting them in Adelaide, to a point wherein 2008 a decision was made to close the Port Lincoln office and opt for a regular fly in and out of Eyre Peninsula to see our clients who did not travel as much, which continues regularly to this day. Philip retired in 2009. In 2013 an opportunity came to move the office to Glandore, Just outside the CBD, to premises which gave far better access and parking for clients, where the head office has been ever since. Our team has grown with passionate individuals who love their job and helping clients receive great advice.
What we do
The Roe team specialises in providing quality advice to individuals, families, Trustees of Super Funds and owners of small business to medium enterprises. Roe Financial is not affiliated or owned by any institution, fund manager, or superannuation fund, and therefore offers truly fair advice about almost any investment or product available. Furthermore, we work with Industry Funds, Government Super funds, and particular sector funds such as Metropolitan Fire Service, Australia Post, Qantas Super, and alike. If you are unsure if we can help you with your fund, get in touch. We are also experienced in property strategies as well and Self-Managed Super Funds.
Another of our offerings is strategic and cashflow planning for small and medium businesses, so often the success of a business relates intrinsically to the individual’s financial planning goals, we find developing strategic business plans and assisting them to be implemented, makes a big difference to the outcomes achieved by our business clients, be that Farming, manufacturing, services or retail, we can help.
Providing clarity around what retirement may look like for clients, and helping them get a grasp of their options in the lead-up to and in retirement is what we specialise in. Helping our clients when there are complex and important financial decisions to be made, is what we pride ourselves on.
How do we charge and our meeting process?
We do not charge commission on any products and provide advice with a set fee with a no-surprises approach, which is why we can provide advice across a wide range of super funds, pensions, investments, property and insurance providers, as we are working for you the client.
At Roe Financial our approach will start with what we call a discovery meeting. Our discovery meeting process is where the team can truly get to know you, what is valuable to you and how we may be able to assist you to achieve your goals and objectives. This is also an opportunity for you to meet us and decide whether you feel we are the right firm for you.
Often our advisers have a workload of 2-3 weeks before we can meet you, but if there is a truly urgent time-critical matter, please don’t hesitate to let us know when you call, as we can often fit in urgent work without jeopardising our existing clients’ expectations.
Working with your other professionals
We find that working with our clients broader team, for example, accountant, mortgage broker, real-estate manager, estate planning lawyer and/or bookkeeper, enables the client to have peace of mind across their personal and professional lives when achieving their desired objectives. If you are one of those professionals who want us to work with you please get in touch.
Our team are qualified in all aspects of financial advice. The advisors at Roe Financial are committed to continually enhancing their knowledge and exceeding our professional education requirements.