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Are you looking for a
Financial Adviser in Adelaide?
From setting up your portfolio, protecting your family against financial loss or planning your ideal retirement, our Financial Planners in Adelaide can devise practical solutions to help you achieve your goals.
Our local team of Financial Planners offer a whole range of financial planning services, from super consolidation, advising on life insurance decisions, retirement planning and estate planning to setting up investment portfolios and making sure you and your assets are well-protected.
You’ve worked hard your whole life, you should be able to experience your ideal retirement.
THE BEST FINANCIAL PLANNERS IN ADELAIDE
RSM in Adelaide can assist with:
- Superannuation funds & contributions
- Superannuation fund consolidation & rolling balances
- Self-Managed Super Funds
- Investment strategy
- Transition to retirement
- Trusts & succession planning, Estate planning
- Negative gearing
- Insurance protection
Our Services
Meet the team
David McArthur
David McArthur is a Partner in the Adelaide Financial Services division.
David joined RSM in March 2004 and has worked in the investment and financial services industry since 1996.
David provides expert guidance across the full spectrum of financial planning, but his specialisation lies in several key areas. He excels in superannuation, ensuring clients maximise their retirement savings and benefits and he designs his retirement planning services to help individuals achieve their long-term financial goals with confidence.
Adam Schild
Adam Schild is a Financial Adviser based in the Adelaide office
Adam joined RSM Financial Services in 2019 and a dedicated financial adviser in 2023, assist clients across metropolitan and regional South Australia.
Adam is passionate and enthusiastic about building long-term relationships with his clients, assisting individuals and families in achieving their financial and lifestyle goals whilst taking into consideration their unique personal circumstances. Adam provides specialised advice across a number of areas including retirement planning, wealth accumulation, portfolio management and personal insurance, utilising his strong technical skills to educate and empower his clients with knowledge and confidence; simplifying difficult financial decisions whether this be in the lead up to or post-retirement.
