Adelaide Financial Planners For Over 50s
Helping South Australians escape the grind.
Hi! I'm Stuart Roe.
FOUNDER, FINANCIAL PLANNER
With decades of experience in the financial planning industry, I launched ETG Wealth because I know many people are being left behind, not reaching out for guidance, as they think financial planning is only for the rich.
I want to make straightforward financial advice accessible to more South Australians over age 50 who want to work less and live more.
Providing clients with clear direction and a path forward is immensely satisfying, and seeing their newfound confidence energises me to keep helping.
A huge weight lifted
When I first meet clients, they often feel worried and nervous about their financial future, uncertain about what steps to take.
That's why I take the confusion out of planning for retirement, whatever that looks like for you, by keeping things simple.
When clients see how all their financial pieces fit together, they physically relax and tell me they feel relieved and a huge weight has been lifted now they have a clear path forward.
They know when they can retire and how much income they'll have to retire on, and are clear about how they will spend their time and money.
Work less and live more
Our clients are hardworking Australians who have been sensible with their money. And, though they may not have a stash of gold bars squirrelled away, they want to plan for a financially secure and fulfilling retirement without worrying about every dollar they spend.
They want to escape the grind so they can work less and live more.
To some, escaping the grind might mean working a few days a week so they can spend time with family and friends. To others, it's saying goodbye to work entirely, setting off on the road between hobbies, and helping out the kids.
It's about finding what gives you energy so life is no longer a grind but an adventure filled with stories.
Whatever escaping the grind means to you, we want to help you get there as soon as possible.
Live in the now, confident about the future
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A CLEAR PATHWAY
Feel optimistic about the future with clarity and direction, knowing you're working towards your version of retirement.
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ORGANISED FREEDOM
Know how everything fits together, give yourself permission to spend your hard-earned money and make the most of available opportunities and government entitlements.
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A HUGE WEIGHT LIFTED
Sleep easy at night, unphased by the noisy news cycles, confident you're in control of your money and your retirement plans are on track.