Roe Financial - Adelaide

Roe financial have been assisting me with my financial move into retirement. Their knowledge of the financial market has been invaluable in securing my retirement. Early this year Anthony put me out of my comfort zone when he recommended I buy a property instead of renting. I was able to talk with him about the market availability , getting his real estate advice throughout the whole process. I am now happily settled into my new apartment. I am very thankful for the ongoing support I received which has made the retiring and house buying a very smooth and personable experience. I highly recommend this company.

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 easy to talk to and is very knowledgeable.nI 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 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.

We’ve been seeing Stuart for years now and cannot fault his personal service and advice. He is engaging, knowledgeable, and comprehensive and always pitches the information at just the right level for both me and my partner. He creates a comfortable environment, is organised and always prepped with all the required reports. I can’t recommend him highly enough.

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 and I with retirement planning, insurance set up and claims and explained in plain terms the ins and outs of various superannuation plans.nWe 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.