ROE - Retirement Advice Specialists

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!!

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.

We found the experience very pleasing and informative.
It gave us a very clear picture of what we need to do in relation to our up and coming financial commitments and actions needed.
We definitely recommend ROE to our friends and family, as needed.
We look forward to the next appointment.

Stuart was / is clear and concise with his advice. His explanations of financial products are given in terms we can easily understand. He's very approachable and easy to interact with and is very professional in his dealings with us. His advice reflects and caters for our financial needs and goals. No hesitation in recommending his services.

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.

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.

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.

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.

I highly recommend Anthony Roe from Roe Finance he knows his business. The team at Roe Finance are very welcoming, polite and helpful and yes I would go back to them in the future.

I highly recommend ROE FINANCE.

Five Stars all the way.

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.

The team at ROE Financial is awesome. They have provided so much clarity to enable our retirement plan. We couldn't recommend them highly enough for their personalised and professional service.

Stuart and Tom's advice has been invaluable in helping us build our business and get our financial goals on track. They are easy to understand, concise, and always follow up in a professional manner. We'd highly recommend anyone who is interested in living their best life to meet with someone from Roe Financial to help them with their financial future.

Have worked closely with Tom Curtis investigating my Super options. I explained what i was looking for and Tom took the time to research the market to find a product that matched my needs. I am now working with my new Superannuation (Netwealth) and a great thanks to Tom for coming up with the product that matched my needs. I am very satisfied and grateful for the work that Tom put in and for really listened to my needs.

Thanks Tom

I have been seeing Anthony for the last year about getting ready for retirement in a few years. He has been very helpful in transitioning to retirement. He is really easy to talk to and is very knowledgeable.
I would thoroughly recommend this company

Great advice without hidden catches and annoying upselling. Through their advice we secured a great motgage deal for our upcoming renovation. Their personable approach leaves you feeling that they are only a phone call away.

Very nice god bless the Lord, I love you very much.
Why don't you listen to Gospel ?
you need to listen to vision christian radio!!
If
All you do all day is stare at your computer screen and eat vietnamese rolls! Drinking Pepsi.
Like a total complete filfthy slob?

Anthony and his team were great! They have sorted out a bit of a financial mess and have me back on track. I would highly recommend!

Have been with them for 9 years now and have found them to be friendly, efficient and knowledgeable and keep up with the changing financial and legislative landscape.

Fantastic experience! Great outcomes for my future!

Was embarrassed that I hadn't looked at my long term financial plans and you guys took all the shame out of it. Thanks for answering my questions and getting me on track.