Financial advisers
in Adelaide
Personal financial advice from advisers based in Adelaide, not a call centre somewhere else. Retirement, superannuation, investments, insurance and aged care, for people across Adelaide and across South Australia.
from 52 Google Reviews Nationwide
Adelaide, and the people in it
Our Adelaide advisers work with people across Adelaide, including the CBD, North Adelaide, Norwood, Unley and the inner suburbs, and clients throughout South Australia.
Our Adelaide office works with professionals, family businesses and retirees across the city and the surrounding regions, including the Adelaide Hills, the Fleurieu and the wine districts.
South Australia has a high proportion of long-established family businesses and a defence and manufacturing sector that is growing again. Both produce advice questions about succession and structure: how a business becomes a retirement, and how it passes to the next generation without the tax bill or the family relationships taking the damage.
Your Adelaide advisers
Small team, long tenure. You will deal with the same person each time, and they live here.
Venetia Langlands
Financial Advisor
Daniel Conterno
Financial Advisor
Steven Guy
Senior Finanical Advisor
Jeanette Belton
Senior Financial AdvisorWhat we help with
Almost nobody arrives needing all five. Most people start with one and find the others matter more than they expected.
Five stages,
not five hundred pages.
The first conversation costs nothing and commits you to nothing. From there it’s a documented process, and you see the reasoning at every step rather than a recommendation landing on your desk.
Evaluation
Discovery
Strategy
Implementation
Review
At the heart of advice is the desire to make people’s lives better. Compassion, support, empowerment. It is rarely ever just about money.
Find us in Adelaide
Our Adelaide office is open for appointments, and we are happy to meet by phone or video if that is easier, or to come to you if getting in is difficult.
Questions people ask us in Adelaide
Do you only work with people in the Adelaide CBD?
No. Our Adelaide office works with clients right across South Australia, and a good number who live further afield again. Some come in, some meet by video, and most do a mix of the two.
Which areas do you cover from the Adelaide office?
Adelaide and the surrounding area, including the CBD, North Adelaide, Norwood, Unley and the inner suburbs, and clients throughout South Australia. If you are further out, we can meet by video or arrange to come to you.
Can I meet by phone or video instead of coming in?
Yes, and plenty of our Adelaide clients do. The advice is the same either way. Most people mix the two: an initial meeting in person, then reviews by video.
What does financial advice cost?
Fees depend on how complex your situation is and what you need. We quote in writing before you engage, so you decide with the number in front of you rather than after the fact. The first conversation is free and carries no obligation.
Do I have enough money to need an adviser?
Advice tends to matter most at moments of change rather than at a particular balance. Retiring, selling a business or a property, an inheritance, a redundancy, a separation. If you are facing a decision you cannot easily undo, that is usually the point, whatever the number.
Can you help with Age Pension and Centrelink?
Yes. Working out entitlements, how assets and income are assessed, and how a decision about super or an investment affects what you receive is a routine part of retirement advice.
Are your Adelaide advisers qualified?
Yes. All of our advisers meet the education, training and ethical standards required to give personal financial advice in Australia and appear on ASIC's Financial Advisers Register. Individual qualifications are listed on each adviser's profile.
What is a best interests duty?
It is a legal obligation to act in your best interests when giving personal advice, and to put your interests ahead of ours wherever the two could conflict. It is the reason a recommendation has to be documented with the reasoning behind it rather than simply asserted.
Do you also do home loans?
Yes, through our Adelaide lending team. Advice and lending sit in the same group, so if you are weighing up a mortgage alongside a retirement or investment decision, both conversations can happen together.
Adelaide advice, from people who live here.
Thirty minutes. In our office, at your kitchen table, or by video. No fee, no obligation. You will leave knowing more than when you started, even if you never come back.