Retirement Planning Adelaide

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 back to them in the future. I highly recommend ROE FINANCE. Five Stars all the way.

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 Anthony is such a knowledgeable, honest and friendly person who understands people and is highly supportive of their situation.

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 have learned to accept these occurrences as normal and coping with the negative has become easier through our association. Would highly recommend Anthony.

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 that matched my needs. I am now working with my new Superannuation (Netwealth) and a great thanks to Tom for coming up with the product that matched my needs. I am very satisfied and grateful for the work that Tom put in and for really listened to my needs. Thanks Tom

Incredibly helpful. Guided instead of pushed and followed up. 👌

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 offered suggestion and a wider perspective of how we can achieve our goals. Above all he brought clarity, took away any overwhelm we had and allowed us to see our retirement plan as a reality not just wishful thinking. We can not thank you enough for your input, friendly and professional manor. We are very much looking forward to working toward the plan we have helped us create. The future is looking very bright after out session. Thank you.

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 impressed with the reviews. After making an appointment and attending our initial consultation with Tom and Anthony, it has been nothing but positive. The whole experience was professional, informative and relaxed. Tom and Arabella have excellent follow up and customer service and we are most confident moving forward knowing that the team at ROE Financial Planning are just a phone call away. Highly recommended. Graham H.

Fantastic experience! Great outcomes for my future!

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 all day is stare at your computer screen and eat vietnamese rolls! Drinking Pepsi. Like a total complete filfthy slob?

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 easy to talk to and is very knowledgeable. I would thoroughly recommend this company

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 in a professional manner. We'd highly recommend anyone who is interested in living their best life to meet with someone from Roe Financial to help them with their financial future.

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!

Always available, strong advice, keeps us well informed.

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 and I with retirement planning, insurance set up and claims and explained in plain terms the ins and outs of various superannuation plans. We have found Anthony and the team with him to be friendly, professional and very efficient when communicating with them. I would have no hesitation in recommending Anthony to sort out any financial requirements that would be required.

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 his ability to relate to our our goals and how they might be realistically achieved, and his down to earth approach. We have benefited immensely this year from Anthony's advice and would highly recommend his services.

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 only a phone call away.

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.

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 me on track.