Latest News & Market Insights

Financial News and Market Insights

The Roe Financial blog is where we share practical insights, expert guidance and timely information to help you make confident financial decisions at every stage of life. At Roe Financial, we work closely with people approaching retirement and understand the questions and uncertainties that often arise during this time. Our articles cover topics such as retirement planning, superannuation strategies, SMSF considerations, changes to legislation, and broader financial insights that may impact your long-term plans. Each post is written to provide clarity, not complexity — helping you better understand your options and feel more informed about the decisions ahead. Whether you’re preparing for retirement, reviewing your super, or simply wanting to stay up to date, our blog is designed to support smarter, more confident planning.

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Why Adelaide Chooses Roe Financial For Their Financial Planning!

      EXCELLENT  
   Based on 30 reviews 
    
 
 
 
   
 
 
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   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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