Anthony Roe

Roe Financial

Platinum

21 Yrs Experience

Glandore, SA 5037

About Anthony
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Hi, We are retirement planning specialists, so if you are planning to retire and a few years away from that and want assistance, or you are already retired and need a review, please contact us.

We are not aligned or affiliated with any fund manager, super fund or insurance company, and as a consequence are able to advise on virtually all investments, pensions and super funds without influence.

please review view our details on

https://roefinancial.com.au/about/

We are based just outside the city with Easy parking at Suite 11, 780 South Road, Glandore, 08 7226 2119

Any questions just get in touch

Superannuation
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Property Investment
Complex Investments
Small Business Advice
Tax Strategies
Growing Assets

We offer a fixed fee arrangement. No commissions are charged on any investments or superannuation. We work for you with a fixed fee, please refer to our website for more details or just give us a quick call and we can explain how it all works.

5.00 May 2024

It was such a relief to speak with Anthony. His advice was direct and clear. He gave reasoned support regarding financial choices I had to make and he got straight to the heart of the matter. He was very knowledgeable, understanding, and considerate of my situation. Anthony left me feeling both confident in my understanding of my financial circumstance and capable of making sound choices for my financial future. I am so Happy I contacted Roe Financial. It has been an absolutely positive experience for me.

5.00 March 2022

We are so grateful for the time we spent with Anthony, we arrived with an image of how we wanted out retirement to look and a narrow view of how we wanted to achieve it. Anthony was totally respectful of our vision and offered options on how to get there that there that we had never thought of. We left our appointment feeling like a huge stress had been lifted and excited that our goals were achievable with just a few small strategic changes.

We are looking forward to putting Anthony's advise into action with clarity, no stress and the knowledge that life does throws curveballs from time to time, and if it does he will be there to support and guide us through these time so that we still arrive at our end goals with ease.

Thank you so much for the hep you have given us.

Sutchain & Paul

5.00 February 2022

The service my husband and I have received from Anthony has been really important to our retirement strategy. He has made a point of where we are in our life and understanding what we want for our future and has been instrumental in helping us achieve our goals. Would highly recommend his services.

5.00 February 2022

Anthony’s knowledge, experience and attention to detail is faultless.

Love the bloke (can u say that?).

4.50 October 2021

Anthony has given me advice mainly on maximising the return on my super/pension investment to allow me a comfortable life style after retirement. So far his recommendation has worked quite well