Adelaide Financial Advice that gives you confidence about your future

Helping Adelaide families, professionals, business owners and retirees make confident financial decisions through personalised financial planning, investment advice, retirement strategies and wealth management.

  •  Independent long-term advice

  • Over 35 years’ experience
  • Personalised financial strategies
  • Located in Kent Town, Adelaide
  • Licensed Financial Advisers
  • Family-owned Adelaide business
  • Transparent fee structure

At Watzdorf Financial Planning, we’ve been helping South Australians make informed financial decisions for more than 35 years. Whether you’re building wealth, preparing for retirement, growing your investments or seeking trusted superannuation advice, our experienced Adelaide financial advisers provide personalised strategies designed around your life and long-term goals.

Contact us today

Book an initial consultation today with our friendly local team.

    We provide financial advice for:

    • Young Professionals
    • Families
    • Business Owners
    • Pre-Retirees
    • Retirees
    • Women taking control of finances
    • People receiving inheritances
    • SMSF investors

    Why work with Watzdorf?

    • A personalised financial plan
    • Ongoing reviews
    • Investment Committee
    • Direct access to your adviser
    • Transparent fees
    • Long-term relationships

    The Watzdorf Process

    Initial Consultation

    Understanding Goals

    Build a Strategy

    Implement your Plan

    Ongoing Reviews

    Investment Planning

    Watzdorf research and recommend the right investments, best suited to your needs. From regular savings plans, superannuation, cash management and budgeting, Watzdorf can help you maximise your investments. Read more

    Retirement Planning

    Retirement planning is about more than simply accumulating superannuation. Our Adelaide financial advisers help you determine how much you’ll need, when you can retire, how to structure income streams and how to minimise tax throughout retirement. Read more

    Estate Planning

    Structuring your investments to ensure you wealth you have created is protected, providing you peace of mind and security for your family. Watzdorf provide advice to guide your family through financial decisions as you transition into aged care and estate planning. Read more

    Frequently Asked Questions

    How much does financial advice cost?

    To prepare a statement of advice typically starts from $4,400, depending on the complexity of your situation. Ongoing advice will depend on the level of service you need. After we understand what you will actually need, we will quote the cost of an ongoing advice arrangement.

    Ongoing professional advice is valuable to set up sound financial habits. Talking to a financial planner becomes especially important at times of big life events such as buying a home, starting a family, receiving an inheritance, heading into retirement.

    Yes, we can recommend which superannuation product would be best suited to your needs.

    Yes, we work with business owners, assist with financial tools, we help with protecting the business to keep it strong, resilient and ready for unexpected events and assist with succession planning.

    A self-managed super fund can be a more flexible structure to achieve your retirement goals. Whether a SMSF is right for you needs careful consideration. There are many responsibilities to understand for a trustee of a super fund, there are extra costs and administration involved.

    This will depend on your financial situation now and your capacity to save. We can work with you to develop a plan to achieve early retirement.

    Get in touch with our team