ROE Financial Services

15/05/2023

If you haven’t been to a Chamber of Commerce event, what better way to break the ice, than with a yummy cocktail!

SAVE THE DATE!!! 25th May at 5-7pm
Join the West Coast Distilling Co in conjunction with the Port Lincoln Chamber of Commerce for a social evening at their Washington St cnr Railway Tce distillery. A great opportunity to meet other business owners and professionals to expand your business network. Also, take the opportunity to grab a professional headshot or discuss your businesses photography needs with Mikaela Frick Photography...

20/04/2023

This year I’ve been seeing more and more clients wanting to retire earlier than they’d previously planned.
Some are surprised they can afford it and leave the office skipping, knowing they have the freedom to live the life they want.
Some may need to make a few sacrifices to achieve their dream lifestyle.

Either way, wouldn’t it be nice to know?

Quality of life is paramount. Look after your health and learn the best ways to enjoy, grow and protect the wealth you’ve created.

If you’d like to understand your current position and any financial strategies possibly available to you, make a Discovery meeting appointment today.
roefinancialportlincoln.com.au

22/02/2023

How do you measure your wealth?
It seems the world has changed since early 2020. Priorities have changed.
Happiness and Health are the new measure of wealth and so is having enough time to do the things that light you up. And they don’t need to cost a lot….watching a beautiful sunrise or sunset is one of my favourite things to do.
Going with the flow is cool but we all know that prior planning is the key to better performance.
If you want to understand your finances, have your funds work for you to provide you with the freedom of more time, book your Discovery Meeting today.
www.roefinancialportlincoln.com.au

22/02/2023

New year and new introduction for anyone that is new here…hi there! I’m Triona, the face behind the Port Lincoln branch of ROE Financial Services. ⁠
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I am a Port Lincoln local and during my 20 years in the financial services industry have worked in various positions, you might actually remember me from my bank days! My passion for the finance industry pretty much lies within my life motto, work hard to live life to the fullest. Without good financial planning and understanding, the life you desire can often be out of reach.⁠
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From humble beginnings I learnt early on that managing your money gives you more control of your life choices. I have a passion for helping people reach their own dreams by educating them to understand their finances, assisting them to structure their wealth to their advantage and enjoy it along the way. ⁠
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I’m all about eliminating the overwhelm that is often attached to financial planning, cutting out the fluff and explaining things in terms real people actually understand! ⁠
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When I’m not working I’m likely outside somewhere with my pooch Alfie, training for my next marathon or reading! ⁠
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13/02/2023

Time
It seems that it’s going faster year by year.
It also is becoming much more precious.
So many people I talk to have changed their priorities to ensure their time is spent wisely with who and how it inspires them or makes them feel peaceful.
This could mean working less or more, retiring earlier or planning that family holiday you’ve always dreamt of.
Ensure you’re spending your most valuable commodity wisely.
Add this to maintaining your health and managing your finances for the good life.
Who remembers The Good Life? It was one of my most favourite shows when I was little.

06/02/2023

Retirement Planning is one of my favourite areas of financial planning. I love helping people moving into that next stage of life feel calm and confident by providing a roadmap to retirement that they can look forward to, not worried. ⁠
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Organising your wealth to set you up for financial freedom, for now and the future is what I do. We consider your current financial situation, your needs, your objectives and then design a clear, customised path to financial freedom.

30/01/2023

Is your superannuation with Super SA? The government has finally made changes to allow more flexibility with your super. If you would like to understand the changes and benefits to you and your situation, book a Discovery meeting today.

06/12/2022

Includes 1.5 hour meeting, budget planner and calculator on USB, complimentary pen and notepad.
Contact us today if you are interested.
roefinancialportlincoln.com.au

04/12/2022

We’d love you to join us for our final Business After Hours Event - our Christmas Party. Come & enjoy complimentary food & drinks, hear from some amazing business owners with big visions & let your hair down for our end of year wrap up.

When: This Weds 7th Dec
Where: Peter Kittle Toyota (Thanks Team!)
RSVP: (GET TICKETS) https://satickets.com.au/event/17205
Dress: Smart Casual

See you there!

Non-members most welcome.