Best financial advisors in Adelaide: find options near you

17 years ago, my husband and I were about to suddenly lose a parent. We all had nil financial knowledge or anything in place. We were highly recommended to see David and his team. He came to our home through a very difficult time. He was sincere, kind , caring, and extremely honest. He allowed us to put plans in place before it was too late. Our beloved parent who was taken was extremely grateful to him. 17 years, my family and friends can not speak highly enough of him and his team and feel extremely lucky to have him advising and guiding our future ❤️

David has been providing financial advice for our family for more than 10 years, which has benefited us significantly. We highly value his financial advice, but more importantly, his integrity, communication, understanding of rural life and very obvious ‘care factor’ keeps us coming back for more.

If you want someone who can look outside the box then David & the team at the Money Matrix are the professionals for you.
They looks at financial matters from a unique perspective and have the capacity to explain complex money concerns in layman’s terms; simple and precise.
We’ve been with the team at Money Matrix for a number of years and have appreciated their honesty and integrity and upfront nature in all of our financial dealings.
Our portfolio has grown to a level where we are now able to retire very comfortably.
All thanks to Money Matrix.

We have been David’s clients for many years and have always appreciated his wisdom and knowledge. His planning for our financial future has allowed us to enjoy retirement and be able to help our next generation.

David and Eileen and the Money Matrix team have given us so much wealth and prosperity over the years in so many ways. We trust them with all their advice and care for many years. We truly believe there would be no better financial advice company in Australia. Not only do they make your Money grow, but they help you make memories and photos in life that last forever. They’re the best…..!!!!!!!

From our experience over many years… David is a unique individual in finance with his knowledge and ability to think outside the square. He always presents multiple options to best suit our needs and has an uncanny ability to explain the complex in an easy to understand manner.
He is genuine in his efforts to see your wealth grow and we recommend him highly for your future financial and lifestyle goals.

The Money Matrix team is fantastic! They provide clear, personalized financial advice that helps me feel confident about my current investments and future. Professional, knowledgeable, and truly care about their clients. Highly recommend!

We have been with MFA for over 3 years now and have recommended them to several of our friends approaching retirement. Bach Pham (Financial Adviser) has a very friendly, caring and thoughtful approach. His willingness to listen and ask clarifying questions helped us clarify decision making around the question of retirement. We have confidence that our superannuation will sustain us comfortably through the years ahead in the lifestyle we are looking for. With MFA, our super information is at our fingertips and communications are excellent.
We are very confident that MFA acts in our best interests to deliver the financial security we are looking for!

We have been extremely happy with Bach’s sound professional advice provided over many years of consultation. His genuine interest in our financial wellbeing has afforded us a very comfortable and enjoyable lifestyle as retirees. We wouldn’t hesitate to recommend the services of Bach and team at MFA

A close family friend recommended MFA to us and we have trusted our investment and retiring planning with Bach Pham for two years. Transitioning careers relatively late in life was daunting, however, Bach provided us with confidence through his professional and well-considered advice. His relaxed, friendly demeanour made it very easy to ask the “silly” questions. Communication is also a strength of MFA. We are provided with informative, easy to read newsletters, regular and detailed reports regarding our investment portfolio, and our queries are always receive rapid responses. I have no hesitation recommending MFA.

MFA have been great to be associated with. Bach has been very insightful, caring and thorough over the past 2 years. I am very happy with my decision to seek financial advice from
Bach and look forward to working with him for years to come.

We have known the team at MFA for a number of years and have found the entire team to be proactive and look to make our financial planning seamless and financially productive in our retirement. Bach is my relationship Manager and is always friendly, knowledgeable and supportive of helping us achieve our aims of a secure financial plan in retirement.

I have no hesitation in recommending the MFA team in its entirety to maintain an open relationship that works really effectively in the complex world of financial planning.

My husband and myself have been clients of MFA for many years now and we can thoroughly recommend their services.
We have dealt with both Dom and Bach regarding our tax returns and superannuation and both these gentlemen have always given us sound advice that we value and are so thankful that we have followed.
Bach in particular has given us excellent advice regarding our superannuation and has always dealt with us in an understanding, honest and professional manner.
Honestly, we wouldn’t use any other company.

We have been dealing with MFA now for a number of years and have found them to be excellent in responding to our needs in a timely and proactive way. Our account manager, Bach has a great understanding of our personal circumstances and financial goals, we enjoy our interaction with him

After one meeting I decided not to do business with Milad. I deleted the previous post because he replied untruthfully to my review and lied. I found him completely untrustworthy and would never do business with him.

Milad was brilliant in explaining my current situation for my super and insurances. He then, was able to explain what my options were and the most suitable option for me to consider in order to improve my financial situation. I cannot recommend Milad enough. He was very thorough and had a wealth of knowledge.

I have found Milad at Anchor Wealth great to work with on my transition with setting up Superannuation funds. The process has beem seemless and the communication 2nd to none. I highly recommend using Milad at Anchor Wealth

Very knowledgeable and easy to deal with makes the whole super mess understandable and less daunting.
Milad is easy to talk to and very professional. Very happy with his service.

Anchor Wealth and its director Milad Rezaei are passionate advocates for making simple changes to your super to be better off in retirement. With Milad’s help I have moved my superannuation funds to better-structured investment options designed to maximise my returns and tax benefits, follow the law and grow my super balance. Anchor is making a difference across the country and is sure to achieve its mission to leave Australians better off in their retirement.

I am grateful I found Milad from Anchor Wealth ……I finally feel my money is safe. I don’t worry anymore! Thank you for your great service, patience and fast action in securing my Super.

The guided transparent and structured process Milad took us through made this a very easy and simple decision. When we asked questions, answers were provided in a very timely manner with substantive evidence/rational.

With hindsight – would make the same decision to go with Anchor Wealth again!

We’ve worked with Dan and his team for nearly 10 years. Hopscotch has been crucial in guiding us through investment strategies, debt reduction, personal and income protection insurances, and retirement planning—all aligned with our goals and risk tolerance.
Dan works hard to understand our financial goals and concerns. He always takes time to answer our questions and we really enjoy working with him as part of our team, making decisions collaboratively rather than using a one-size-fits-all approach. This has built a strong relationship based on trust, essential for financial advice.
We can confidently say that Dan’s expertise and dedication have positively impacted our financial well-being, and we highly recommend him to friends, family, or anyone seeking financial advice (and often do!).

My fiancé and I recently had an initial consultation with Dan and Stef and it was a great experience. They took the time to really understand our situation and what we were after, and did a fabulous job of breaking down investment and tax jargon in a way that was easy to understand. Even after just one session we have a far clearer idea of what our options are (and how to get there) than before, and are looking forward to working with Hopscotch more into the future!

Thank you Dan, for making us feel at home. Listening to our goal’s.Giving us advise and explaining on how to achieve them an not forcing us into one direction but giving us multiple options.

Dan has looked after my super and finances for the past five years. He initially saved me a fortune in fees through the right level and structure of my insurances. He’s now a trusted advisor and always looking out for my best interests and coming up with suggestions to ensure future prosperity.

My Fiancée and I had an initial meeting with Dan 2 weeks ago to discus our goals and current standings. This meeting was no commitment and at no cost to us. Dan was amazing and was able to make us feel comfortable and engaged the whole time whilst providing great advise tailored to our situation.

Dan showed that he is working in a field that he loves and that he has a genuine passion for helping people.

Hopscotch will take an interest in who you are and what your life goals are and guide you through the process.

We look forward to working with Hopscotch Wealth in future.

I had the pleasure of meeting Dan and Stef at Hopscotch Wealth for an initial consultation and I couldn’t be happier with the process.

They took the time to fully understand my financial goals and were super friendly. I highly recommend Hopscotch Wealth to anyone seeking great financial advice.

We had a fantastic experience with Dan. He spent the time getting to know us and gave great advice that was relevant to our circumstances. We left feeling confident and with more direction. Dan was extremely personable and professional. The reviews are the reason we gave Hopscotch a call, and now we are more than happy to leave a 5-star review as well. Highly recommend and look forward to opportunities to work with Dan and Hopscotch in the future.

Highly recommend the services of SA Wealth Group for their efficient, pragmatic and expert advice. We recently obtained a loan with Yash and Paul’s assistance and found the process to be super easy and quick and we also secured a great rate. Wouldn’t hesitate to return!

SA Wealth delivered outstanding service from start to finish. The team was professional, responsive, and took the time to understand my needs. They made the entire process smooth and straightforward, with clear advice and genuine care. Highly recommend them to anyone looking for expert financial support.

Very professional team to deal with. Really appreciated their assistance in navigating the whole process and getting us the best deal for our situation. Kept us fully informed at each stage and responded really quickly with any questions that we had. Would highly recommend to anyone who is looking to refinance their mortgage.

Paul & Yash have been an incredible help. Their turnaround time is unmatched, they’re always available, and extremely precise with their work. Easy to talk to and genuinely supportive throughout the process. Highly recommend.
They’re both exceptional at what they do. Paul has a deep understanding of business and finance — he knows how to structure loans in a way that truly aligns with your goals, often identifying what’s needed for your business even before you do.

Fantastic service and experience with SA Wealth group. Angelo Patsilvas was amazing at sorting out our refinancing from our previous bank. His knowledge, help and professional approach made the transition smooth, fast and easy. Highly recommend Angelo and SA Wealth group.

The team at SA Wealth were instrumental in allowing us to move forward and come up with a solution to build our dream home. Their overall service and knowledge could not be faulted. Looking forward to continue working with Paul and the SA Wealth team

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SA Wealth Group did an incredible job helping us secure a business loan! Yash went above and beyond to ensure we had a quick turnaround, which was exactly what we needed.

Paul and the team took the time to understand our business and provided tailored solutions that perfectly suited our situation. The entire process was seamless thanks to their professionalism, clear communication, and dedication to achieving the best outcome for us.

If you’re looking for reliable and efficient support with business loans, I highly recommend Paul and the SA Wealth Group team. Their expertise and commitment truly set them apart!

David has been proving financial advice to our family companies for years. I have always appreciated his knowledge and expertise. He has helped us to invest cash assets in line with our investment objectives. He’s very responsive and great at explaining complex issues to us! Happy to recommend.

David has been my financial adviser for over 10 years now. He is very professional and helpful and has done a terrific job managing my investments. I am very thankful with his financial advice and help. I would not hesitate to recommend his services.

David has been our financial adviser adviser for over 15 years. He and a colleague were instrumental in setting up our SMSF which has proven to be a great move for us from a financial and well being prospective. We appreciate the sound advice he gives without any pressure to act.

David has been highly efficient and professional over the years that I have been dealing with him.
David’s responses and actions to emails are prompt and super efficient. I cannot thank him enough also for his patience explaining something to me that I don’t fully understand.
Thank you so very much David.

I met with David Dall at Shaw and Partners. David was extremely helpful throughout my meeting, very knowledgeable about the industry and took the time to answer my questions. I was very pleased with the service provided and highly recommend David.

My experience with David Dall has been very positive. The financial advice he has provided me has been excellent. He is always happy to make time to have a talk, listens, and understands what I am looking for. I would highly recommend David’s services.

We have been working with David for 18 months and find him to be very helpful with sound advice that considers our needs and discussions. He keeps in contact regularly with updates and ongoing advice.

Andrew from Calm Wealth has been a pleasure to meet and works with us to ensure our future wealth management. Could not be happier with his approach, he answers questions and keeps us informed along the way.

I’ve always been very skeptical about Financial Advisors, but I’m now so blessed to have met Andrew, who has now become my very trustworthy Financial Advisor, he has totally changed my view about Financial Advisors and he has truly changed my financial situation as I start planning for my retirement in years to come.
I highly recommend Andrew and the team at Calm Wealth.

Andrew, our financial adviser has been so helpful, setting up my pension, and advising me on the best form of Superannuation.
My partner would gladly recommend him to anyone who needs guidance with their money.

Andrew was very supportive and explained the process with us confidently and carefully. I would highly recommend him to friends and colleagues.

Cannot recommend Calm wealth enough to people. Andrew explained every detail in a language that wasn’t too complex, and his personal and professional approach is brilliant. If you are thinking of talking to Calm Wealth for your future retirement or investments plans, please don’t hesitate to contact the team to discuss your needs. Brilliant people to deal with.
Regards,
Brenton Dooley

My partner and I have always found the people of Calm Wealth and in particular Andrew Goodhand to be very attentive whenever we’ve made enquires relating to our Superannuation. Andrew has kept us up to date with economic trends and has always helped us understand what is happening with our investments. Each time Andrew has come to visit us he makes us feel very positive that we’re on the right track and he has our best interests at heart. We appreciate everyone that we have spoken to at Calm Wealth as they are all very professional and quick to respond to any of our concerns.

Signing on with Calm Wealth was the best thing we ever did! Andrew and his team have made retirement stress free. He is accessable, friendly, accomodating and knowledgeable. Having someone who listens to what you want and then advises on the best plan for you is invaluable.

Jarod is an amazing communicator and advisor. He spends the time to explain financial concepts very well. We now have a much clearer picture of what our life and financial goals are, as well as set up securities and investments in a completely understandable way that works for us. Highly recommend him.

Jarod is very personable and engaging. He really takes the time to get to know you and what sort of lifestyle you want. Not only do we have a clearer financial plan, but a clearer understanding of what matters most to us.

Jarod is a rare breed that has both a wealth (pardon the pun) of knowledge in his field of financial planning coupled with being an absolutely top notch person of high integrity and genuine warmth and care for his clients. It’s a rare combination to be both good at what you do as well as being a good person too, and Jarod is both. Highly recommend!

Jarod is professional, thorough and extremely approachable. He works with you to create the best plan forward to achieve your goals whilst ensuring the most effective financial outcome.

Jarod took us through our financial situation and our targets and led us in the right direction to make us financially secure. He was friendly and down to earth making it easier to talk and ask questions. Recommend!

We have been with Jarod now since 2020 after being recommended to him by some friends of ours, we couldn’t thank the both of them more! From the start, Jarod has had our best interest in mind. From setting up our financial security and insurances to general banking and saving tips Jarod has helped us so much and done things with our money that we didn’t know was possible. We are just your average young family and Jarod has made a world of difference to our financial situation and security. He’s played a huge part in setting up our future, whilst still being able to live and enjoy our lives. Thanks Jarod, we couldn’t recommend you higher!

Jarod has been fantastic for a number of years with prudent advice and regular tweaks to keep my long and short term financial plan on track. I happily recommend him to friends and family.

Tom and the Morgan’s Unley team have provided my family and I exceptional investment advice for a number of years. Their intimate knowledge of the markets and wealth management make them the go to firm for financial advice. More than happy to recommend.

Tom and the support team at Morgan’s Unley were a pleasure to deal with – very responsive and quick to get my account set up. After a short initial discussion and consultation Tom had a great understanding of my situation and risk profile and I have been very pleased with both the stock recommendations and returns achieved to date. Highly recommended.

I’m happy with the professional service and results achieved in the 6 years with my advisor who is now with Morgans Unley. He understands my risk profile and objectives. I’ve recommended his services to other family members.
I also deal with others of the Morgans Unley team and they have also been most helpful and able to assist.

I couldn’t recommend Morgan’s Unley more highly. Their brokers are very personable and have an excellent understanding of the market, from Bluechip stocks to speculative, which has been critical to assisting my decision making.

Henry and the team were extremely helpful helping me sell some UK shares I had inherited. The process was seamless and the staff friendly.

We use Henry to help us manage our self managed super fund investments for the past several years. Originally we were over invested in the banking sector which he promptly moved us out of into a more densified share holding. For the past several years our investments have been performing well thanks to Henry regularly checking in, investing us into quality shares and when they have done their dash helping us to reinvest into the next winner. I’ve referred several people to him since we’ve been with him and will continue to do so.

Highly recommend Tom and the team at Morgans Unley. They have provided a highly professional service over a number of years.

I couldn’t be more impressed with the service and expertise provided by Harry. From our first meeting, they took the time to understand my financial goals and created a personalized plan that made me feel confident and in control of my future. He explained everything clearly, answered all my questions with patience, and provided valuable insights I hadn’t considered before. Whether it’s investments, retirement planning, or budgeting, I feel like I’m in great hands. Financial planning and advising has been made easy and straight forward with Harry being so open, transparent and honest about my situation itself. I truly appreciate his professionalism, transparency, and genuine care for my financial well-being. Highly recommend to anyone looking for trustworthy and knowledgeable financial guidance!

Harry has been our financial adviser for a number of years. He has made our transition to retirement seamless and our super has grown substantially due to his recommendations. It is a comfort to have someone with Harry’s knowledge to guide us in making sound decisions.

We have been dealing with Harry for several years now. He has always been very thorough & professional with the advice he has provided us & we look forward to working with him in the years ahead. An absolute pleasure to deal with.

Harry is the experienced professional you should seek to manage your investments and your future financial aspirations. Harry has the industry knowledge to set out all the options in a calm, honest and plain language manner that provides investment confidence. We consider Harry an authentic expert and value his insights, integrity and the personal attention to our discussions. Money Path is highly recommended and should be your financial investment first choice.

We have known Harry Hagias for several years as he was our financial advisor at NAB. He was always informative regarding our finances and investments. As we trusted him implicitly, when he moved on from the bank, we followed him. We find him approachable and trustworthy. Consequently we are more than happy with his services and advice.

Harry has been looking after my wife and my financial affairs for many years. He is a consummate professional and has assisted our super growth in since rolling it over after retirement.
He is thorough and fees are very competitive. He regularly organises meetings with us at our residence which we find much easier than heading into town.
I can ,with hand on heart ,thoroughly recommend Harry to anyone looking for a long term professional financial planner .

I am totally at ease with Harry Hagias as my Senior Financial Advisor. He explains everything at a level that sits comfortably with me. His recommendations and reasons for adjustments to my portfolio are walked through in an absolute transparent manner in my Record of Advice that I take away with me at the end of the day. It’s so reassuring to know that my goals and objectives are being achieved and met with what I must say is a very modest annual advice fee to match.