Best retirement planning advisors in Adelaide: find options near you

Malcolm and his team have been a pleasure to deal with, very thorough, knowledgeable, along with professional and always has us the client as the primary focus for succeeding in our financial goals, we highly recommend Malcolm and the team at Vove Financial Planning.

We have been working with Malcolm and the team at Vove Financial Planning for almost 10 years and could not recommend him more highly. His experience & advice has enabled our family to move to a position where we are confident in our financial future and continue to expand our position in a strategic and disciplined way. Malcolm is genuinely interested in our well being and is just a top bloke !

I feel that Malcolm has given me sage advice about how to manage my money as I transition into retirement. He always takes time to explain everything and his advice is enabling me to live a worry free comfortable life.

Great retirement planning advice from Mathew! Lots of great solutions to maximise our retirement. Highly recommended.

Have been with Mat for years. Is always welcoming and very knowledgeable, with fantastic advice. Could not recommend anyone else enough to get your finances heading in the right direction

Mat’s professionalism is first class. Easy to communicate with and is very thorough with his explanations and suggestions.
I have been extremely happy with the results so far.

My wife and I recently met with Malcolm and Hayden from Vove Financial.
Their presentation was clear and informative, they took the time to understand our current position and the goals we want to achieve.
Their pricing structure was clear, there were no hidden extras, and it was fair for the level of service to be provided.
We look forward to creating a long-term financial plan with Vove.

I highly recommend Jacie and the team at Periapt Advisory. From the very first meeting, Jacie made me feel like more than just a client, she took the time to truly understand me as a person. Her genuine care and thoughtful approach gave me peace of mind, not only for my own future but for my family’s as well.
When my circumstances changed and I needed to reevaluate my financial plan, Jacie guided me through the process with care and expertise, ensuring I felt supported and informed. Marco was also fantastic, keeping me updated throughout the entire journey and helping me set up my investments with clarity and confidence.
Jacie’s professionalism and expertise stood out from the start. She put together a clear, expertly designed financial plan to guide me into retirement, and her knowledge and strategic approach gave me confidence that I can achieve the things that matter most to me. She truly gave me peace of mind.
If you have been putting off looking at your financial future, I strongly recommend Periapt Advisory. Here, you will find financial advice that is not only expert-driven but also tailored to your unique needs. I highly recommend Jacie, Marco, and the wonderful team at Periapt Advisory.

Jacie was excellent! She was so knowledgeable across all areas of finances. I got so much out of our meeting, it helped me make a tough decision I was struggling with, based not only on the figures, but she has a great grasp of other life factors at play too. She provided a total overview regarding super and taxes as well, and I came away feeling more confident in achieving my financial goals. I would highly recommend a meeting with Jacie.

I am so glad friends recommended Jacie from Periapt Advisory to be my financial advisor. Transitioning into retirement became a reality !
Jacie is extremely knowledgeable and thorough, and does not use the “one size fits all” approach. She and Marco have a unique way of presenting advice that makes it very easy to understand. Money can be very stressful, but I always feel at ease after our conversations.
They genuinely want the best result for you – there is no secret commission or hidden agenda, just professional honesty. I would recommend Periapt Advisory to anyone.

Jacie was extremely friendly from the get-go, and it wasn’t just the smile and welcome, but the thorough knowledge that helped us listen and trust her suggestions. The team at Periapt are considerate on the customer needs, and the thoroughness of the details helped us formulate a finance plan for our lifestyle. The most impressive part is the transparency of the process and costs. We appreciate that Periapt is built to a business model where customer service and overall experience comes before the frills of marketing jargon.

I became a client of Jacie’s at Periapt Advisory very soon after moving back to Australia after living in the US for 20 years. Jacie was quick to understand my financial situation and guided me through Super, helped me create a budget that worked for me and followed up promptly when I had questions.
I love the fact that Periapt is not for profit and always has my best interests at heart.
I feel confident that I am in the best of hands with Jacie for the long term.

We had a very positive experience with Jacie and her team at Periapt Advisory. Jacie was very caring and took the time to understand our needs before creating a clear and concise financial plan to help us move forward towards a comfortable retirement. Marco was very friendly, patient and helpful in setting up accounts etc.
We would highly recommend Periapt Advisory for anyone looking for professional, independent advice.

I have only had positive experiences with Periapt Advisory. The staff are quick to return emails and extremely thorough with replies. Jacie goes to great lengths to ensure her advice is clear and simple to follow, which is greatly appreciated.

Amazing Experience with The Kalculators. I have been taking services from them from last 5 years, and they have been the best in assistance with my tax return every year and Now with Departing Australia Super. The staff has been great and Kaleem Sir has help me with my super refund, within days I got my refund!
Highly recommended!!!!

Had been a loyal customer of The Kalculators for a number of years, but this was my last visit. Charged for a ‘capital gains calculation’ on my share portfolio: never happened before previously, plus this was a report that I had at my fingertips but was not asked for, so feel a little cheated. The accountant didn’t seem the slightest bit interested in us and didn’t ask many questions to try and get us a better return. Stupid and confusing app to do all documentation through, and although advised them of our new address, they failed to update this information on the official paperwork. We’ll do tax returns ourselves from now on.

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I had an excellent experience with Kalculators. The entire process was very smooth and stress-free. A special mention to Bilal – he was extremely professional, knowledgeable, and made everything so easy for me. He explained everything clearly and helped me with my tax in the most efficient way. Highly recommend Kalculators and especially Bilal for anyone looking for reliable and professional service!

Best Accountants in Adelaide, I truly appreciate their attention to detail and prompt communication. Highly Recommended

Satisfied with the services they are providing. Friendly staff. Bilal did my taxes at prospect office and I highly recommend them for your taxes.

Great experience. Highly recommended. Did my tax with Bilal at prospect office. Got a good refund.

I am coming to kalculators for 10 years and kaleem and his team is doing very good job for me

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.

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.

I cannot recommend Pride Advice highly enough, especially in dealing with Centrelink issues. My husband and I have a complex financial international issue affecting my pension and for 2 years+ trying to let Centrelink know, we went to Pride Advice, initially dealing with Renay and then Andi who at last has been able to close the matter with a positive outcome for us following approximately 18months. We can’t thank Andi enough because anyone having to deal with Centrelink, well, you know the frustration. Thank you Renay, thankyou Andi, we’ll be seeing you again. Jennifer and Donald

I wasn’t happy with my financial advisor and when talking about it with a friend, they suggested that I get in contact with Pride Advice. On meeting with Tracey she mapped out how my financial future can look and explained why I should take certain steps to improve my financial outcome.

Since switching to Pride Advice I have had exemplary service from Tracey and Brett (Owner) and their team. Communication has been excellent, which is so important, particularly as we are in the current world financial woes.

Brett Schatto has been our financial adviser for over 10 years. Gary and I have full confidence in Brett and the team at Pride Advice. Brett is incredibly knowledgeable. He keeps us up to date with all matters relating to our financial portfolio and is always available if we have any queries or questions. He sets a very high standard and his ethics are impeccable.

We would recommend Pride Advice for anyone who wants financial advice. Everyone is very helpful and they all are very knowledgeable. If you have any questions, all you have to do is pick up your phone. They are always happy to discuss your issues. Would not consider going anywhere else.

Astrid has been immensely helpful in helping my mother and I navigate the world of super and pensions, and worked with us to come up with an investment plan optimised for returns but also suited to her retirement needs.

I found Astrid to be an excellent and patient listener, with a way of explaining complex things clearly and concisely no matter your level of understanding. She has gone above and beyond in her willingness to help, and I couldn’t speak highly enough of her.

The team at Pride Advice led by Brett have helped us for many years. Good service, good advice and great service. We have been very pleased.

Very happy with Astrid and Brett, I have complete faith in both of them. The appointments are never hurried and they both explain points in “normal speak”.