Years from now, your super has funded the retirement you pictured, because the structure under it was set up right

For Australians in their fifties and sixties weighing up a self-managed fund: it starts with an independent read on whether an SMSF actually suits your retirement, from advisers with no product to sell you.

Answer these few questions accurately to see if you qualify.

Family-owned since 1987 No bank or product alignment Rated Excellent on Google Served nationally by video

Who you'd be speaking with

A family-owned retirement practice that has done only this since 1987

1987 Family-owned, operating nearly 40 years Chartered Retirement Planning Counselor advisers 1000 retirement plans across the practice Rated Excellent on Google, 30 reviews
Specialty
Retirement and pre-retirement advice for Australians 50+, with SMSF suitability at the centre
Independence
Not aligned with any bank, fund manager or product provider; advice starts with you, not a product shelf
Pricing
Fixed fee agreed up front, no commissions, no surprises
Where it doesn't fit
Where an SMSF doesn't suit you, the advice is to keep things simpler or wind an existing fund up
Reach
Advisers work with clients right across the country by video

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