Press play below before you do anything else. The short welcome covers exactly how the call runs and what happens next, so nothing feels unfamiliar when you speak with your adviser.
In their words
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 to get to these.Brendan Toohey, pre-retirement planning client
After years of work and watching the pennies, it's reassuring to be told that we have enough to enjoy retirement and spend our money. Regular catch ups keep us all on course and have no hesitation in recommending Anthony and Roe Financial.CW, client near the end of working life
It is refreshing to have a team that listens and understands the financial needs that we have and to deliver a plan that will help us navigate our retirement and beyond. Would highly recommend.Joy Wade, retirement planning client
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.Peter Thompson, retirement planning client
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.Steven Williams, Google review