ROE - Retirement Advice Specialists - Glandore, South Australia

CW

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.

Brendan T.

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!!

Graham H.

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 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.

Craig J.

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.
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.

Sutchain H.

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, 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.

sandra W.

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

Valerie N.

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

Evan M.

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, 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.