The majority of the people I work with are individuals and couples who are nearing retirement, or in retirement, and need clarity as to how to make the most of their journey.
Stuart has been instrumental in assisting me to review and structure my finances to achieve the financial goals I have set. Throughout my time with Stuart and Roe Financial, I have been provided with clear, informed, professional advice that I have had the opportunity to review and action as I have wanted to. It was great to have many options provided and no pressure to act on any of them if I did not want to. It was great to see the changes and progress I had made throughout my year of working with Stuart and his team. I would highly recommend Stuart to anyone looking at getting a kick start with there financial planning journey, reviewing there current financial position or looking to set up a strong well structured retirement.
Stuart has given me advice in areas including insurance and superannuation. Stuart was able to explain things to me in a clear way. Through Stuart's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Stuart's full care and attention when I needed it.
Stuart has given my wife and I excellent advice in the area of insurance, superannuation and budget planning. Stuart has always been able to explain things in a clear way, and I am confident that the advice given has been very wise and measured.
We’ve been seeing Stuart for years now and cannot fault his personal service and advice. He is engaging, knowledgeable, and comprehensive; always pitching 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.
I am writing this testimonial for Stuart Roe, who has been my Financial Planner and Adviser since the beginnings of 2000. During that time I have found Stuart to be a sincere, thoughtful and professional wealth planner. On many occasions, Stuart has provided me with the necessary clear professional advice and research in his diligent practises that have always been very thorough and well organised. I have always felt a sense of comfort and ease talking to Stuart about my affairs as his professional knowledge and up to date information has always helped provide a clear picture to provide a better directional path for my future financial needs. Stuart has always displayed diligence in his responsibilities when he has kept me updated on trends, financial situations and has provided me with options. Since knowing him, I have seen growth in my investments, and in particular, the successful outcome of applying for a superannuation component that may have not been successful should I have tried to apply for it myself. All of this has meant I have had greater peace of mind, knowing that my financial needs have been managed professionally and with the right duty of care. Stuart is and has been trustworthy, a clear communicator with the apathy, compassion and understanding to provide the best scenario possible. I have found him to be very reliable, a confidante for financial matters and I do not hesitate to recommend him to anyone who may need financial assistance in the future with confidence and security. I wish Stuart all the very best in his professional practises.
- Adviser status Gold
- Number of reviews 6
- First year providing advice 2004
- Years of experience 19
- Fellow Chartered Financial Practitioner (FChFP)
ETG WealthUnit 11, 780 South Rd
Glandore, SA 5037
- 9:00am – 5:00pm Monday – Friday