|Robert Daniele AFP®
|Clive Harris and Associates Pty Ltd - T/A "Minerds Bell"
|level 2/70 Hindmarsh Square
Adelaide, SA 5000
|0400 824 698
Hi, I am a financial planner from Adelaide, SA.
I have a strong focus on guiding those who are leading into retirement and in retirement as it can be quite a complicated area that is forever changing navigating personal lifestyle changes, not knowing how long your funds will last, whether your investments are positioned correctly, what will happen with your estate plan, how to begin to deal with Centrelink or your superannuation fund - this is where I can step in to provide advice and implement the advice to give clients the best possible outcome and more importantly peace of mind so they can live their retirement with one less stress. There is lots of information out there (almost too much) and it is a space where the government can always change the goal post. I found individuals really struggle to cut through the noise and put a plan in place. That is where I help and use my education and experience to guide you through retirement. Everyone is different and sometimes your needs may actually be more complicated than you think and as a professional I will educate you about options and help you decide what is best. I aim to do the basics right at my practice and be contactable when needed and also not to overcomplicate things.
If this sounds like something you would like to discuss with me:
- Give me a call on 0400 824 698
- Send me an email at [email protected]
- Visit my website at www.robertsra.com.au