Robert Daniele focuses exclusively on guiding clients through retirement and the years leading into it. His approach centres on simplifying decisions and providing clarity during a major life stage.
Robert Daniele focuses exclusively on guiding clients through retirement and the years leading into it. His approach centres on simplifying decisions and providing clarity during a major life stage.
3/131 Mawson Lakes Boulevard, Mawson Lakes SA 5095
Note: I’m also mobile and can meet you at your home.
Robert is based in Adelaide, SA, and is the sole financial planner and director at Robert’s Retirement Advisory.
With so much information available – often too much – and frequent changes to government rules, many people struggle to cut through the noise and put a clear plan in place.
That is where Robert helps, using his education and experience to guide clients through retirement. Every situation is different, and in many cases needs are more complex than they first appear. As a professional, he educates clients on their options and helps them decide what is right for them.
At his practice, Robert aims to get the basics right, remain contactable when needed, and avoid overcomplicating things.
He has a strong focus on guiding people who are approaching retirement or already in retirement – an area that can be complex and constantly changing. Navigating lifestyle transitions, uncertainty around how long funds will last, whether investments are positioned correctly, what happens with an estate plan, and how to engage with Centrelink or superannuation funds are all common challenges.
This is where Robert steps in to provide advice and implement strategies designed to achieve the best possible outcomes. More importantly, he helps give clients peace of mind so they can enjoy retirement with one less stress.
“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.” ~Bill, 56 – 65 years
“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.” ~Julie, 46 – 55 years
“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.” ~Leanne, 56 – 65 years
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