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Why Adelaide Chooses Roe Financial For Their Retirement Planning!
EXCELLENTTrustindex 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 onTrustindex 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. ThanksPosted onTrustindex 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 onTrustindex 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 onTrustindex 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 onTrustindex 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 onTrustindex 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.Posted onTrustindex verifies that the original source of the review is Google. 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.Verified by TrustindexTrustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more
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