North-East Adelaide Based Financial Planner

"Robert went to great lengths to explain his strategy in how we could achieve our retirement financial goals. He was very patient in answering our questions and was happy to explain things numerous times. We now feel confident with our retirement plans and have more clarity on our future."

"We went to see Robert about our finances as we transition to retirement. Robert is very patient with all our questions and concerns and takes the time to address them all. He is personable, respectful, and non-judgemental in his approach. We feel that he is being very transparent with management of our funds and are confident that we will be kept well informed with any developments. We are also confident that the advice that he has given is solid and well thought out, and we feel comfortable following his recommendations."

"Robert was always very punctual and very clear in his speaking to me. We loved how courteous and encouraging with his knowledge about financial services."

"I found Robert to be an extremely helpful and personable young man. His compassion and empathy to my current personal life, was outstanding. I have previously never experienced in the financial industry such a real listener. It was so refreshing to meet someone that saw the person not just the signature on the dotted line."

"My husband and I have had Robert as our Financial advisor for the last 2/3 years. From the time we met him at our first meeting we felt so comfortable talking to him. He explained everything in a simple manner that we could understand and has always kept us up to date as well as keeping in touch to see how we’re going. He has always given us the opportunity to ask questions at our meetings and has always made himself available if we have any queries after our meetings. We are very happy to recommend him to anyone else dealing with finances."

"We have found Robert to be very helpful and his follow up is amazing. He has made us feel very confident and comfortable with his advice. Would highly recommend him."

"We went to see Robert as our super and insurance needed work, and Robert tailored both to suit our needs."

"We have found Robert to be very approachable, always responding in a timely manner with information we were able to understand. He has always taken the time to listen to our needs and provided clear thoughtful advice which has given us peace of mind. We are very grateful for his assistance."

"There is no middle person that you deal with. Robert is it. He does all the work himself. Very easy to work with. Listens to what we want. Always happy to help when your confronted by any issues"

"We highly recommend Robert for retirement advice. From our first meeting my husband & I have felt completely supported and value the insight he provided. We are thoroughly looking forward to Robert's continued professionalism and advice as we transition into retirement."

"It can take a few weeks to organise but for the client an extremely easy procedure. Once everything is approved you just sit back, relax and enjoy your retirement. I would never have known about Robert’s Retirement Advisory if it weren’t for a recommendation from an ex work colleague whose father had just had his planning organised. I’m glad they passed on his details."

"I have been using Robert's Retirement Advisory services for some time now. I have found that Robert is very knowledgeable regarding all aspects of retirement. Robert is very patient, and takes time to explain and respond to any questions you may have until you fully understand it. I would recommend Robert to anyone who is planning for their retirement or are retired."

"We are very happy with the financial advice given to us by Robert. Whilst being very professional he is also very approachable. Most importantly he really listened in regards to what information we required to assist us in achieving our goals. He delivered information in a timely manner and also checked in with us on a regular basis. He was always available to answer any further questions. We would highly recommend Robert."

"We found Robert to be very professional, and our best interests were Robert's main priority. We found Robert was also very knowledgeable on all aspects of retirement advice. We considered doing our own retirement planning but having now used Robert's services we have realised we would not have achieved the same level of return and longevity for a comfortable retirement."

"Robert Daniele at Robert's Retirement Advisory has been fantastic to deal with. He is professional, approachable, and genuinely cares about getting the right outcomes for his clients. Robert takes the time to explain everything clearly and makes what can feel like a complex process much easier to understand. Tracie & I have complete confidence in his advice and would highly recommend Robert's Retirement Advisory to anyone planning for their financial future or retirement."

"Robert has been excellent in helping us navigate what we already had in place and what needed to be done towards retiring. He has listened to any questions and his help has been just what we required."

"Robert was recommended to me by a friend who's opinion I value highly. Robert has made my transition to retirement seamless and stress free. Robert checked in every step of the way to ensure that I understood and was comfortable with the processes. I appreciated that he doesn't use jargon and has a very personal approach and makes every effort to confirm understanding and gain approval before progression to the next step. I would recommend Robert to anyone seeking sound advice on their transition toward retirement."

"Robert has been fantastic with organizing my retirement plan. He was very approachable, listened to what I wanted and needed, then tailored a plan and his recommendations accordingly. Robert explained everything in easy to understand terms, which opened up more options than I realized. He then organized and implemented my plan, checks in at every step of the process and keeps me informed on how things are progressing. I highly recommend Robert for any financial advice for your retirement."

"Robert has been amazing. We had used Robert's services in the past, when he set up a financial plan for us. At that time, he worked in another capacity. Back then, we had always found him helpful, trustworthy and reliable. Soon after, the credit union sold off their financial planning arm of their business, and we chose to move away, as the care and follow-up became non-existent. Fast forward a few years and we find ourselves at retirement age. I was happy to see Robert's services advertised on social media and recognized his name. From our past positive experience, we called Robert and have engaged his services once again. He has been helpful with navigating Centrelink and setting up a plan for us again. He has advised us on services we didn't know were available and we can confidently move into the retirement stage of our lives. Nothing seems too much for Robert who is always willing to answer any questions we have."

"From the first time meeting Robert he was timely, respectful and very knowledgeable regarding our financial requirements. He was willing to come to our home to explain and answer any questions we had. He made our financial retirement very easy and always kept us informed with all areas of our retirement life. We would recommend Robert to anyone who wants a trustworthy and committed financial advisor. Peter & Sharon Salisbury North"

"Robert's Retirement Advisory was highly recommended to us by family friends. We contacted Robert and made appointment with him to see what he could do for us as we are starting to approach our retirement. From day 1 we have found Robert to be polite, efficient, and his communication skills are of a high standard. He listens to what we are wanting and what's important to us in retirement. He then comes up with recommendations, explains how all works and then leaves us to make the final decision, no pressure from him at all. He really does work for you , he is easy to approach / contact if we have any issues whatsoever nothing seems to be too much for him. My wife and I highly recommend Robert's Financial Advisory. Thank you Robert Claudio & Debra Stocco"

"We can highly recommend Robert’s retirement planning services. Family friends suggested we contact him for advice, and we’re so glad we did. Robert helped us plan and achieve our retirement goals, and we always felt comfortable asking him any questions. His knowledge and expertise really put our minds at ease—after our first visit, we both said we wished we had found him sooner."

"Robert has been such a huge help for us with super setups and setting us up with the pension, his knowledge is amazing and he takes the time to explain every step of the way. He’s a lovely man and is always available when questions arise. We highly recommend Robert for any financial advice."

"Robert has been superb in helping both myself and my husband prepare our super and finances for retirement. Everything has gone as to plan and very smoothly. So many things we had no idea about in terms of saving money and getting the most out of our super. Highly recommend."

"We would highly recommend Robert when navigating the uncertainty and complexities of retirement planning. He is personable and professional, explaining everything in an easy to understand way. We never felt like there was a ‘stupid question’. We also really appreciate his regular updates, keeping us fully informed along the way. So glad we engaged his services!"

"Robert has been a valuable asset to our retirement stress. He took it all. And gave us a great outcome. Would recommend Robert. But book 5 years before you retire! As we left it late. We are looking forward to retirement now. Where we thought we'd have to struggle on."

"Robert was an absolute pleasure to deal with and answered all our questions and concerns. He provided the best solution for our circumstances and explained it in its entirety to ensure that we understood his full report that was provided in duplicate. Would highly recommend Robert's services to anyone that requires financial advice."

"Robert has been fantastic in organising all my applications and incredibly helpful in following everything up to ensure it was done 100% right. He also has the friendliest manner when you dealing with him, and always keeps you in the loop."

"We can highly endorse Robert's advice. He is so informative and helpful. His help in navigating a pretty scary time of life is invaluable. He is always cheerful and willing to go the extra mile to make sure retirement is going to go smoothly. He explains what his plans are in an easy to understand manner...Thank you Robert.. You are a champion!!!!"

"I have known Robert for quite some time, and I'm now more than happy to let him guide us through, very courteous and knowledgeable, explains everything in layman's terms so that it all makes sense, would highly recommend."

"Robert is an amazing person.. friendly.. positive and very helpful.. cannot thank him enough for his services he provided. Would recommend to anyone😊😊"

"Robert has been fantastic with his help with my financial situation. I would recommend Robert highly."

"We are very happy with the advice given. We look forward to a continuing association with Robert."

"Robert is professional in his presentation and prides himself on his ability to help his clients achieve their financial goals. Robert is able to articulate his process clearly and makes for a comforting experience to discuss serious topics! Certainly becoming a master of his craft, he’s always finding new solutions and adapting to the situation at hand. A real pleasure. A++ service from Robert."

"I was in contact with Robert to connect him with my parents, to support their retirement planning. Retirement and financial planning was becoming this looming cloud for them, and I knew that Robert's kind nature would support them. I also attended one of his seminars and his knowledge base was incredible. My parents leave meetings with Robert feeling understood, confidence, motivated and driven to complete the next steps. I am very thankful for Robert and his down-to-earth nature. Would definitely recommend."

"Robert was recommended to us by a good friend. We were seeking advice as my husband is approaching retirement age but as there is a 10 year age gap, I have a little bit longer to go. Robert was able to recommend and implement strategies to maximise the benefits of this age gap and boost our super in ways we never thought possible. Robert took the time to formulate our plan and thoroughly explain it. We felt instantly comfortable sharing our personal financial information with him and it was evident that he understood our goals and retirement planning more broadly. It is reassuring to know we will have his guidance and advice on our journey to retirement and beyond. Thank you Robert."

"With retirement edging closer Robert has created direction and a clear plan that will increase our tax benefits and utilise our savings to a maximum. His explanation of the plan was thorough and informative in ways that were easy to understand. We are confident we will be able to enjoy our future retirement thanks to his expertise."

"Rob has been an exceptional financial advisor. He has taken the time to understand our needs and provided tailored, easy-to-understand advice. Always responsive and professional, Rob has shown he truly and goes above and beyond. If you're looking for financial guidance in Adelaide, I highly recommend Rob!"

"We were uncertain about my upcoming retirement Robert has made this task less stressful. He has help with retirement plan, pension plan Tax Without question very happy with all the time and effort Robert has helped us out"

"Me and my wife saw Robert for some advice with setting up a regular fortnightly income from our superannuation and help with applying for the age pension. He was a good communicator and we are happy with the way everything has been setup."

"Great Financial Adviser! I highly recommend Robert for retirement planning. He is experienced, knowledgeable, and trustworthy."

"I have known Robbie for a number of years now and his expertise is evident. I feel comfortable in the way that he explains everything to me and everything he does ends up benefiting me in a huge way."

"Very organised and professional. Robert is a great communicator"