Client Testimonials

Who Should Seek Financial Planning Advice?

Even the savviest investor can benefit from trusted financial advice. So no matter where you want your financial journey to take you, Tim Lindsay from Roe Financial can help you get there.

A holistic approach

Julian Stevens was working as a financial adviser himself when he first met Tim Lindsay. Later, after he’d changed careers and moved into the property industry, Julian engaged Tim as his own financial adviser.

How to Plan for Financial Security

Financial security doesn’t come by accident – it takes planning, sensible advice and a little self-discipline. Lance Wright from Roe Financial has been advising South Australians for over three decades, helping them reach their goals and protect their hard-earned wealth.

Breaking the cycle

Thirty years ago, Steve and Janet Halls first decided to seek financial advice from Lance Wright. It was a decision that would alter the direction of their lives for the better.

It’s Never Too Late to Get Professional Financial Advice

No matter what state your finances are in, it’s never too late to get professional financial advice. Lance Wright from Roe Financial can show you how to make the most of your wealth, so you can have peace of mind for the future.

Getting a clear picture

Graham and Sandy Jones first decided to get in touch with Lance Wright in 2014. By that time, they’d both worked hard all their lives, Sandy as a medical receptionist and Graham in building maintenance.

Graham was in his early 60s and Sandy was five years younger, and they were both starting to think seriously about their retirement plans. However, the couple were worried that they had not saved enough money to be able to retire comfortably.

Stuart Roe of Roe Financial is passionate about helping his clients get to where they want to go in life. Whether you’re starting your financial journey, or need help getting through a rocky time, Stuart can tailor a plan especially for your circumstances – and give you the support you need to stick with it.

Home is where the heart is

Miriam Glazbrook has lived in her family home among Adelaide’s picturesque foothills since she and her husband Peter married over 40 years ago. But when Peter’s business took a turn for the worse in 2005, the Glazbrooks found themselves in financial difficulty.

Retirement Planning Advice

For most of us, entering retirement is a major lifestyle change that can be filled with uncertainty. That’s why Tim Lindsay from Roe Financial is passionate about giving his clients the advice they need to be financially prepared for this important phase of life.

Getting Prepared

Allan and Claire Fettke first got in touch with Tim Lindsay in 2008. At the time, the couple were starting to think seriously about the future, and they wanted advice from someone who could help them create a financial plan.