Robert Daniele

Robert's Retirement Advisory

Bronze
6 Yrs Experience
Adelaide, SA 5000

Hi, I am a financial planner from Adelaide, SA. I have a strong focus on guiding those who are leading into retirement and in retirement as it can be quite a complicated area that is forever changing navigating personal lifestyle changes, not knowing how long your funds will last, whether your investments are positioned correctly, what will happen with your estate plan, how to begin to deal with Centrelink or your superannuation fund - this is where I can step in to provide advice and implement the advice to give clients the best possible outcome and more importantly peace of mind so they can live their retirement with one less stress.

There is lots of information out there (almost too much) and it is a space where the government can always change the goal post. I found individuals really struggle to cut through the noise and put a plan in place.

That is where I help and use my education and experience to guide you through retirement. Everyone is different and sometimes your needs may actually be more complicated than you think and as a professional I will educate you about options and help you decide what is best.

I aim to do the basics right at my practice and be contactable when needed and also not to overcomplicate things.

If this sounds like something you would like to discuss with me:

Click the "get in touch" button above.

Give me a call on 0400 824 698

Send me an email at robert@robertsra.com.au

Visit my website at www.robertsra.com.au

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Redundancy
  • Cashflow & Income
  • Tax Strategies

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.95
  • Number of reviews 11
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Bachelor of Commerce (Accounting)
  • Language spoken
    • English

Robert's Retirement Advisory

70 Hindmarsh Square
Adelaide, SA 5000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Cobalt Advisers Pty Ltd

AFSL 512550