See What Our Clients Say About Working With Roe Financial

  • 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... read more

    Brendan Toohey Avatar Brendan Toohey
    October 12, 2023

    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... read more

    Steven Williams Avatar Steven Williams
    June 26, 2023

    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.

    Peter Thompson Avatar Peter Thompson
    December 26, 2022

    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... read more

    William Allison Avatar William Allison
    November 26, 2022
  • 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... read more

    Dianne Wells Avatar Dianne Wells
    November 26, 2022

    Roe Financial is an awesome business to work with for all financial decisions and future planning. I cannot thank Anthony and his team enough for their expertise with finance. ... read more

    sandra were Avatar sandra were
    October 26, 2022

    Our long association with Roe Financial and Anthony has provided us with a sound and comforting financial plan. We have experienced many challenging times in the financial markets but we... read more

    Valerie Nesbitt Avatar Valerie Nesbitt
    October 26, 2022

    Have worked closely with Tom Curtis investigating my Super options. I explained what i was looking for and Tom took the time to research the market to find a product... read more

    Edmund Alarcon Avatar Edmund Alarcon
    October 26, 2022
  • Incredibly helpful. Guided instead of pushed and followed up. 👌

    Grant Croft Avatar Grant Croft
    October 26, 2022

    I am so grateful to be working with Anthony. Right from our first appointment Anthony made all of our retirement plans seem possible, he listened without judgement at our plans,... read more

    Sutchain Heap Avatar Sutchain Heap
    October 26, 2022

    My wife and I are hopefully around 4 years away from retirement and we came across ROE Financial Planning after doing some research for a financial advisor. We were very... read more

    Graham Hamill Avatar Graham Hamill
    October 26, 2022

    Fantastic experience! Great outcomes for my future!

    Aasha Carter Avatar Aasha Carter
    October 26, 2022
  • Very nice god bless the Lord, I love you very much. Why don't you listen to Gospel ? you need to listen to vision christian radio!! If All you do... read more

    Matthew Procenko Avatar Matthew Procenko
    October 26, 2021

    I have been seeing Anthony for the last year about getting ready for retirement in a few years. He has been very helpful in transitioning to retirement. He is really... read more

    Steve Mangan Avatar Steve Mangan
    October 26, 2020

    Stuart and Tom's advice has been invaluable in helping us build our business and get our financial goals on track. They are easy to understand, concise, and always follow up... read more

    Kevin Tuck Avatar Kevin Tuck
    October 26, 2020

    Anthony and his team were great! They have sorted out a bit of a financial mess and have me back on track. I would highly recommend!

    Aasha Shaw Avatar Aasha Shaw
    October 26, 2020
  • Always available, strong advice, keeps us well informed.

    Steven Meins Avatar Steven Meins
    October 26, 2020

    Have been seeing Anthony through Roe Financial for nearly 14 years. They were recommended to us when we moved from interstate. During that time Anthony has provided my wife... read more

    Craig Jones Avatar Craig Jones
    October 26, 2020

    Anthony was recommended to us by a mutual friend we have been with his company for three years now and have no regrets at all. We like Anthony's personal service,... read more

    Evan Marker Avatar Evan Marker
    October 26, 2018

    Great advice without hidden catches and annoying upselling. Through their advice we secured a great motgage deal for our upcoming renovation. Their personable approach leaves you feeling that they are... read more

    sean jamieson Avatar sean jamieson
    October 26, 2018
  • Have been with them for 9 years now and have found them to be friendly, efficient and knowledgeable and keep up with the changing financial and legislative landscape.

    Shaun O'Connor Avatar Shaun O'Connor
    October 26, 2016

    Was embarrassed that I hadn't looked at my long term financial plans and you guys took all the shame out of it. Thanks for answering my questions and getting... read more

    Jeff Strachan Avatar Jeff Strachan
    October 26, 2016

Specialists In Financial & Retirement Planning

Roe Financial are your experts for all things superannuation, self managed superannuation, financial planning and retirement planning in Adelaide. If you are at that stage of life where you are thinking of retirement, how to retire, how to put yourself and family into a strong position financially for retirement or to find out how your retirement needs will be met – then we are the team for you. We know that this can be a stressful time in your life which is why Roe Financial pride ourselves on being approachable, transparent and comforting for you and what you are after – we are the expert team just for you. 

Financial Planners Adelaide

Specialty Services

Tailoring your retirement strategy in a way that can weather all storms, inflation increases or market turmoil. Create a worry free and clear retirement plan today. When planning for your retirement, you should be thinking about all the things you’re finally going to have time to do. All the holidays and catching up with old friends, falling back in love with hobbies and spending time with your family and more …… not feeling anxious about finances. We see many people who have delayed retirement for years because they were afraid to take the leap to come to us and realised that if they’d had our retirement plan in place sooner, they could have retired years ago. So if you are planning to retire, scale back or improve your financial position within the next 5 years – or you are already retired and want to make sure that you are getting the most out of your situation, we are the team for you. Explore our range of services below and do not hesitate in getting in touch with us.

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