Financial Consulting Courses Adelaide Near Me

4worldlovers: Roe Financial are your experts for all things superannuation, self managed superannuation, financial planning and retirement planning in Adelaide. If you are at that stage of life where you are thinking of retirement, how to retire, how to put yourself and family into a strong position financially for retirement or to find out how your retirement needs will be met – then we are the team for you. We know that this can be a stressful time in your life which is why Roe Financial pride ourselves on being approachable, transparent and comforting for you and what you are after – we are the expert team just for you.

Tailoring your retirement strategy in a way that can weather all storms, inflation increases or market turmoil. Create a worry free and clear retirement plan today. When planning for your retirement, you should be thinking about all the things you’re finally going to have time to do. All the holidays and catching up with old friends, falling back in love with hobbies and spending time with your family and more …… not feeling anxious about finances. We see many people who have delayed retirement for years because they were afraid to take the leap to come to us and realised that if they’d had our retirement plan in place sooner, they could have retired years ago. So if you are planning to retire, scale back or improve your financial position within the next 5 years – or you are already retired and want to make sure that you are getting the most out of your situation, we are the team for you. Explore our range of services below and do not hesitate in getting in touch with us.

We are passionate about providing clarity around your retirement options, what they might look like and what steps you need to take between now, and the start of your retirement.

We’re retirement specialists in providing quality financial planning and strategic financial advice to individuals, families, trustees of super funds & owners of small to medium businesses.

We can work with any type of superannuation fund, we aim to ensure you’re maximising the tax savings and growth opportunities with your Superfund of choice, or we can recommend one.

4worldlovers: Very clear in defining the approach. Results achieved in a short timeframe. Very happy with results. Rating out of 10:8..


Steve has been a great advisor, listened carefully to my concerns & designed solutions to suit my needs. Rating out of 10:10..


Steve at Wealth on Track was extremely helpful in getting me an affordable and competitive home loan. They took away all the stress with their easy-to-use website, constant updates and friendly customer service. I honestly don’t think I would have been able to find anywhere near as good a deal if I was searching on my own so I can’t recommend Wealth on Track enough for anyone in need of a home loan.

Steve was excellent! Always took the time to explain things to me that I didn’t understand and made the process of buying a home a lot less stressful.

4worldlovers: Hamish Zerbe and Hamish Zerbe & Associates Pty Ltd, ABN 40 573 262 482, trading as Adelaide Private Wealth are Authorised Representatives of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.

4worldlovers: Jeremy finds working with his clients to reach personal and financial goals rewarding.

Through discussions with his clients he develops strategies that are tailored specifically to meet their goals and objectives and provides high quality advice to clients at varying stages of life, whether they are wealth creators, transitioning to retirement or looking to enjoy retirement.

By taking a holistic approach with his clients, he provides advice on: investments, superannuation, maximising Centrelink benefits and assists clients with estate planning strategies. He then presents the advice in a clear and simple to understand manner.

Jeremy has been with Findex since 2010 and achieved the CERTIFIED FINANCIAL PLANNER (CFP) designation in 2017. This experience and qualification ensures his clients receive the highest quality advice.

Rob is an experienced Financial Adviser who enjoys connecting with clients through building trusting relationships and by dedicating the time to listen and understand personal goals and needs. Having started in the Financial Services industry in 1994, Rob has developed the skills to manage investment portfolio risk, provide strategy solutions and to build client’s wealth.

Whilst assisting clients with Retirement Planning and goal setting, Rob will identify ways to support lifestyle needs and maintain expectations throughout retirement. He believes it’s important to review his client’s financial plan to ensure they stay on track to meet their goals as circumstances change.

Providing quality strategic and investment advice that is tailored to suit your individual needs and objectives is what David does best.

With over ten years experience as a financial services professional, David assists clients in the development and implementation of comprehensive financial plans to place them in the best possible position to achieve their financial goals.

With a young family of his own, David understands the importance and challenges of building a secure future for you and your family.

Richard is a Chartered Accountant, accredited by the SMSF Association as an SMSF Specialist Adviser. Richard specialises in providing advice and accounting services for self-managed superannuation funds. Providing compliance and advice solutions to assist trustees in achieving their retirement goals

Hagen Schroeder has been a finance professional for almost 20 years. He has extensive experience as a commercial banker with a major Australian bank, and has advised businesses in a wide range of industries including agriculture, mining, civil construction, retail, hospitality, engineering & transport.

Hagen joined Findex in 2012, and now works alongside Findex's highly skilled advisers in providing advice to individuals and businesses in all areas of lending including residential mortgages, reverse mortgages, property development, commercial & industrial property purchases, debt restructuring, vehicle & equipment finance, Self Managed Super Fund borrowing and rural finance.

Hagen holds a Bachelor of Finance, a Masters of Applied Finance, a Diploma of Finance and Mortgage Broking Management, and is a current member of the Mortgage & Finance Association of Australia.

Please contact Hagen should you have a lending related enquiry - we would welcome the opportunity to meet and assist you.

Ian entered the Financial Services industry in 2014 after an extensive history in people/client management for large Adelaide businesses. Ian works with all ages from young accumulators through to retirees including families and business owners. He provides advice from basic, specific plans to holistic strategies encompassing a range of recommendations.

Working with people is a passion for Ian and he enjoys close relationships with his clients who appreciate his genuine nature. "It's important to me for my clients to be comfortable with who they are talking to, the strategy used and how they are invested. They need to trust their Adviser and understand the benefits from receiving advice."

Kylie commenced as a Financial Adviser in 2012 after working in financial administration since 1990 and small business management and business ownership since 2001. Kylie aspires to be a conduit between financial regulations and clients by delivering financial planning advice and support that is relevant and easy to understand.

Kylie is experienced in strategic and investment advice for clients in all phases of life including wealth accumulation, pre-retirement and retirement. By utilising a practical, common-sense approach to strategic solutions while maintaining long-term professional relationships, it has enabled Kylie to structure personal advice to empower, educate and assists her clients to achieve their financial goals while increasing their financial confidence and peace of mind.

4worldlovers: Achieving financial stability isn’t something you hope for, it’s something you plan for. It carries a different meaning to different people and so whatever defines it for you, we want to help get you there. We also recognise that stability and freedom doesn’t always present itself as a financial opportunity. Your objective or goal can also be aspirational which is why we plan to immerse ourselves in your story.

4worldlovers:
Financial Advice at Chandler Private Wealth is a collaborative experience, customised to your personal goals and tailored to the complexity of your financial circumstances. We have our own Australian Financial Services Licence and have no ties to any financial institution, fund manager or insurer.


Once we understand your version of financial success we can help you analyse your priorities, define your vision for the future and determine the appropriate course of action to meet your goals. Financial planning is all about balance. Our clients learn how to balance their financial needs of today to achieve their financial goals of tomorrow.