The 6 Best Financial Advisors in Adelaide

PGFS’s main selling point is that they’re among the most established firms in Adelaide. Together, their leaders have more than 50 years of experience in the industry. 

Their representatives are well-rounded in their knowledge. They can assist clients of various ages and needs, making them suitable for many. 

The firm is accessible, as they have two locations, one in Adelaide and one in Darwin. Both are notable for their modern design and comfortable meeting rooms.

In addition, they have many reputable associates, which help in improving their advice. These include Significant Financial Solutions, Funding Options, and BM Insurance Brokers.

These are composed of mortgage brokers, accountants, and bookkeepers. Through this, you will get immediate assistance for any financial decision you will make. 

What we like best is the way their fees are thoroughly explained in their primer. Here, you’ll see that they charge based on implementation, statement of advice (SoA), and review service.

Finally, they’re highly accessible, as their website is rich with information about their services. You are taught about industry terms, which can guide your decisions as well. 

From what we’ve seen, a possible downside is that one of their associates is directly affiliated with the company (PGFS Bookkeeping). 

While their advisers are transparent about this, it can still be seen as a potential source of conflict of interest. They might be tempted to push for their financial products instead of recommending the ones most suitable for you.

Aside from this, their fees are also higher compared to other companies. 

Sheridans is another company that’s very established in Adelaide. They’ve been in operation since 1986 and are recommended by many locals. 

They have one of the most complete ranges of services provided, both for business and individual needs. They can help in enriching investments and growing businesses. 

They especially have a good track record in helping business start-ups. They provide assistance with budgeting, tax compliance, and accounting.

Another expertise of the firm is for self-managed super funds for retirement. Their assistance is thorough, from the establishment to the implementation of the strategy. 

We also like how they conduct free introductory consultations because they provide a lot of advice in a limited time. They’re accommodating and not pushy with their service. 

They’ve been awarded and accredited by SMSF and Accounting Awards, Practice Protect, and the Institute of Public Accountants. 

In addition, they have expertise in specific niches, such as cafes, excavations, manufacturers, psychologists, tradespeople, manufacturers, and more. 

In short, they’re a good choice because of how well-rounded their services are. If there’s a downside to them, though, it’s that some clients complained of slow response to emails. 

Aside from this, the fact that they provide accounting and bookkeeping services as well can be a potential conflict of interest for their advice. 

However, if you would like to get all of your financial services from one company, then this shouldn’t be an issue. 

Rocket Wealth Management’s main selling point is their streamlined process for financial advising. It’s straightforward, from the first call to the execution of wealth strategy. 

It helps that their representatives are very informative and friendly. They also make sure to explain industry terms in a way that’s easy to understand. 

They’re not part of any third-party bank or institution, nor do they provide extra services like accounting. Because of this, their financial advising is purely for the client’s goals. 

Ben Ricketts, their director, has extensive experience in financial planning, financial education, and mortgage broking. This makes him highly qualified for the job. 

The team is composed of experts in debt strategy and wealth strategy. Because of this, they’re compatible with various financial needs you have. 

In addition, clients compliment the team for being approachable and accommodating with inquiries. They’re fast in replying via emails and calls, too. 

That being said, a downside we saw is that their website contains less information compared to other companies. 

It’s important to provide comprehensive information about their services on their website so clients have a good impression of the company. It also helps shorten consultation times. 

Another thing that’s working against their favor is that their team is smaller than other firms’. 

Anchor Wealth is part of the Lifespan licensee group, which is known for their strict compliance procedures to protect the ethical integrity of their financial advice. 

With them, you’ll get a straightforward approach to your financial issues. They have pre-made steps for guiding you in addressing each. 

Their expertise is specifically in helping you with mortgage loans. They even provide a “cheat sheet” containing vital advice about this for free. 

You can also get advice for long-term insurance planning, passive income, and superannuation. Through this, they can cater to clients of different ages. 

Finally, we like how they conduct short yet concise video strategy sessions for free. Additionally, booking the time and date for this is easy through its use of the Calendly platform. 

Once you’ve consulted with them, the entire process is straightforward. 

Because of these service features, we highly recommend the company. Do note, however, that their director, Milad Rezaei, has shorter years of experience in the field compared to the advisors of other firms on this list. 

Aside from this, they only have one available financial adviser. This may limit their ability to assist clients from different industries. 

ROE has been around since 1987 and is known for being one of the best choices for those who want to plan their superannuation fund. 

For this, they can work with various super funds, such as industry, government, and statewide funds. 

In addition, they’re familiar with handling funds from government sectors like the Australian post and fire services.

They’re also experts in helping small businesses grow. They provide strategic business for various industries, such as farming, retail, and manufacturing. 

The company is not affiliated with a third party, which assures clients that they don’t advise just to make you buy insurance. Because of this, it’s easier to trust the company. 

It also helps that they’re very transparent about their fees. They explain this thoroughly in your initial consultation. 

Visiting their office is easy, as its location is near Adelaide CBD. It has adequate parking and a comfortable ambiance to it. 

From our observations, a possible downside with them is that their financial advisors take some time to respond to first-time callers. There is a waiting time of about two to three weeks for this. 

Aside from this, their expertise is mostly in retirement planning. Because of this, they may not be your first choice for mortgages, planning for marriage funds, and similar cases. 

Lincoln Wealth Advisers stands as a beacon of financial guidance and expertise in Adelaide, offering tailored solutions and balanced advice to individuals and families seeking to secure their financial futures.

With them, clients are at the heart of every decision and recommendation. The firm takes the time to understand each client’s individual financial goals, risk tolerance, and lifestyle aspirations, ensuring that the advice provided is tailored to their specific needs and circumstances.

We like how they have expertise in various aspects of financial planning, including wealth creation, wealth protection, retirement planning, and business succession planning, Lincoln Wealth Advisers offers a comprehensive suite of services to address clients’ diverse financial needs.

This holistic approach enables clients to receive integrated solutions that align with their long-term objectives.

Backed by a team of experienced financial advisors, Lincoln Wealth Advisers provides clients with access to expert guidance and insights. Whether clients are navigating complex investment decisions, optimizing their retirement savings, or protecting their assets, the firm’s advisors offer valuable expertise to help clients make informed financial choices.

Lincoln Wealth Advisers prioritizes transparency and clarity in all client interactions. From the initial consultation to ongoing reviews and updates, clients can expect open communication, personalized recommendations, and a clear understanding of the fees and costs associated with the services provided.

Due to high demand and the personalized nature of the services offered, securing appointments with Lincoln Wealth Advisers may be subject to availability constraints. Clients may experience delays in scheduling initial consultations or follow-up meetings, potentially impacting the timeliness of the financial planning process.