Accounting and Finance
Robert's Retirement Advisory
Financial Services
Roberts Retirement Advisory was established to provide sound financial advice to everyday Australians who are looking for help and guidance navigating the financial aspect of planning for retirement or those who are already retired. There are already a lot of other challenges people face whether that may be lifestyle or health challenges when retirement is discussed.
We aim to be a trusted source to help assist and provide clarity around the financial challenges in retirement. Some challenges pre and post retirees face along the way is not knowing how long their funds will last, whether their investments are positioned correctly, what will happen with their estate plan, how to begin to deal with Centrelink or their superannuation fund - this is where we step in to provide advice and implement the advice to give clients the best possible outcome and more importantly peace of mind so they can live their retirement with one less stress.
After working for over 7 years in the financial planning industry, I have gained valuable knowledge and could see there is still so much room for financial advice to develop and grow to ultimately provide a better outcome for clients. So seeing this need I have developed Roberts Retirement Advisory in 2024 as a go to spot for those who are wanting financial advice they can trust.
Robert Daniele, Class of 2013
Phone: 0400 824 698
Email: robert@robertsra.com.au
Location: Level 2, 70 Hindmarsh Square Adelaide SA 5000
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