ROE – Retirement Advice Specialists, based in Adelaide, is a trusted financial planning firm specialising in superannuation, self-managed superannuation, and retirement planning. With a focus on providing transparent and comforting guidance, ROE Financial helps clients navigate the complexities of retirement planning to ensure a worry-free and secure financial future. Founded in 1987 by Philip Roe, the private family-owned business has a team of passionate individuals dedicated to offering tailored retirement strategies that can withstand market fluctuations and inflation increases.
At ROE Financial, clients can expect expert advice on maximizing tax savings and growth opportunities within their chosen superannuation fund. The firm prides itself on delivering fair and unbiased recommendations, as it is not affiliated with any institution, fund manager, or superannuation fund. With a commitment to providing clarity around retirement options and guiding clients through each stage of their financial journey, ROE Financial aims to help individuals, families, trustees of super funds, and small to medium business owners achieve their retirement goals.
ROE Financial’s approach begins with a personalized discovery meeting to understand clients’ values, goals, and objectives. The team of qualified financial advisors works collaboratively with clients’ broader professional network, including accountants, mortgage brokers, and estate planning lawyers, to ensure a holistic approach to financial planning. By offering services with a set fee and a no-surprises approach, ROE Financial empowers clients to make informed decisions about their superannuation, investments, property, and insurance needs, ultimately helping them secure a fulfilling retirement.