Expert Financial Advice and Planning in Adelaide with Pride Advice

The first meeting with a financial planner is a big step. It’s our chance to sit down with you and talk about your motivations and desires so that we can identify the possibilities available to you. But it’s a two-way street; it’s your chance to get to know us, as well. By the end of the first meeting, you’ll know whether we are the right fit for you.

As a holistic financial advice firm in Adelaide, our team of specialists have developed a reputation for advising on all aspects of financial advice with specific strengths in a range of financial areas.

Located in Adelaide and Sydney, Pride Advice now serves more than 1700 clients around Australia. We’re proud to say that we provide financial advice and financial planning guidance for many family groups who have relied on our advice over several generations. Our clients trust their future to us, as well as the future of their parents and children.

Why Choose Pride Advice for Financial Planning in Adelaide

Pride Financial Pty Ltd t/a Pride Advice ABN 56 126 270 906 and its advisers are Authorised Representatives of RI Advice Group Pty Ltd RI Advice Group Pty Ltd ABN 23 001 774 125 AFSL 238429.

Our CEO Brett Schatto has over 15 years of financial services experience and holds a Bachelor of Commerce and Graduate Diploma in Global Wealth Management from the University of Adelaide. He is supported by a team of authorised Financial Advisers who each specialise in varying advice areas, including Risk Insurance, Aged Care, and Centrelink.

In recent years, Pride Advice has been awarded RI Advice Group Practice of the Year for six years in a row, setting the business apart from its peers.

At Pride Advice, we understand the trust and faith our clients place in us, and we always strive to deliver on what we promise.

Hear what our clients
have to say about us….

Why our clients love what we do

  • Knowledgeable & Ethical Team

    Knowledgeable & Ethical Team

    We are extremely happy with the professional services and advice we receive from the team at Pride Advice, they took the time to assess our situation and requirements and provided timely advice. Being able to draw upon a wide range of skills and experience across financial planning and risk management services gives us great confidence that our financial affairs are being well looked after. It is certainly a pleasure dealing with a knowledgeable and ethical team who are interested in our needs.
    M B
  • Staff Are Highly Knowledgeable

    Staff Are Highly Knowledgeable

    Exceptional service from the first point of contact all the way to professional statements of advice. All staff are highly knowledgeable and appear to know every client and their individual needs. Highly recommend an appointment.
    AS
  • Many Thanks to Pride Advice

    Many Thanks to Pride Advice

    5 months ago, I sustained an injury outside of work which still today has not healed, and have been unable to work since. My income protection has come to the rescue and has supplemented all that lost income, something I thought would never have been needed. Not only has it relieved the pressure financially, but mentally it had been an incredible comfort and relief and removed all stress and strain. Instead of being forced financially to return to work prematurely, and risk aggravating or causing further damage, I can instead focus on my recovery and healing correctly and returning to work when it’s safe for me to do so. Income Protection has proven to be such a blessing indeed, and can’t imagine the situation we’d be in if we didn’t have it. Many thanks to Pride for their management, guidance and overseeing of my claim.
    HP
  • Highly Experienced in Their Field

    Highly Experienced in Their Field

    We have been clients for 2 years now at Pride Advice and during this time we’ve been very impressed with the clear direction and guidance we have received. Our adviser has worked together with us in establishing a clear sound plan for our future financial needs and we now have a very clear vision. I would absolutely recommend to anyone looking to seek financial or wealth planning help from those highly experienced in their field to offer sound advice .
    T S
  • Well Worth the Peace of Mind

    Well Worth the Peace of Mind

    We can not recommend Pride Advice highly enough, to not only look after our finances, but also to take care of Centrelink for us. We have nominated Pride Advice as our nominee for Centrelink, so they can update and sort out any issues that arise. The fee to have Pride Advice negotiate Centrelink is well worth the peace of mind, and our sanity knowing that it is done correctly. We can go about our daily life, go on holidays in our retirement and not even think about any of our finances, knowing they are being expertly handled. Thank you Andi for being so patient with us, and your knowledge dealing with Centrelink is priceless.
    MH & BH
  • Outstanding Customer Service

    Outstanding Customer Service

    My husband and I have had the pleasure of working with Andi Forte, Client Services Officer, Pride Advice for close to 2 years now and ongoing. During this time Andi has supported us both with a diverse range of lengthy applications for lodgement with Centrelink, Services Australia. Andi’s professionalism, outstanding customer service, understanding of government processes, attention to detail, follow up, and overall general skill in her area of expertise is exceptional. In addition, Andi is articulate across all forms of communication/processes; personable; approachable; displays humility, empathy, and understanding of her clients individual circumstances.
    Client
  • Financial Advice Tailored Perfectly

    Financial Advice Tailored Perfectly

    Receiving financial advice from Pride Advice has given me a greater education, understanding and confidence with investments, and impressed upon me the importance of having the correct level of insurance cover, all tailored perfectly to my needs.
    KJ
  • Polite & Friendly Staff!

    Polite & Friendly Staff!

    In particular, I would like to say that I have always found the staff at ‘Pride Advice’ polite and friendly, and that they have always gone beyond what could normally be expected to be of help. Furthermore they have always been available to speak to me over the phone, and have always shown themselves eager not only to deal with my specific concerns, but also to prioritised their endeavour to enhance and promote my financial goals along the way. I should also add that I have found their fees to be quite reasonable – considering the complexity, the quality, and the entirety of their annual professional input that has been required in my cases over the years.
    J K
  • They Are Easy to Work With

    They Are Easy to Work With

    Making a decision to work with a Finance Adviser is almost as intimate decision as choosing a partner. You need to trust them and know they will have your back and keep you safe. I have been a client of Pride for over 10 years and I think the sign of success for any external partner is that they are easy to work with, responsive, active at developing and ensuring they are constantly learning new things and most importantly, are passionate and driven to not just help you achieve your goals but overachieve them. Repetitively winning practice of the year demonstrates their commitment to all of these things.
    P K

Why Choose Pride Advice for Financial Planning in Adelaide

The modern financial world is complex. For those who don’t live and breathe it like we do, it can often be downright confusing and incredibly stressful.

When you embark on a journey with us, our first goal is to put you at ease. We’re the experts. We have a long history in financial advice, and we continue to ensure that we are up to date with evolving markets, changing legislation, and professional education changes.

Once we’ve sat down with you and got to know each other, we’ll develop a roadmap that leads to your financial security and wellbeing.

Our clients come to us with concerns and interests that cover the full gamut of the financial world. Our specialist team provides leading financial advice in all areas.

Financial
Planning

Insurance
Advice

Wealth
Management

Retirement Planning

Superannuation Advice

Estate
Planning

Aged Care
Advice

Centrelink Assistance

We firmly believe that education is one of the most important things we do. Our financial advice is exactly that – advice. We don’t dictate a course of action; we advise and support. We always ensure our clients are extremely well informed, not only so they understand exactly what we’re recommending, but also so they can make an intelligent decision.

We’re a proudly independent financial advice firm. Our advice is contingent on nothing but your financial and emotional wellbeing. We don’t use templates; we don’t fit you into a one-size-fits-all plan. Your roadmap is unique to you.

Meet Our Adelaide Financial Advisers

Renay Richardson

Aged Care | Centrelink | Downsizer Contributions
Pre-Retirement | Retirement | Superannuation

Renay, a senior financial adviser with over 20 years of experience, specializes in retirement planning and maximising Centrelink entitlements. As an ACS Accredited Aged Care Professional since 2019, she guides families through aged care funding decisions, ensuring informed choices.

Tracey Boam

Aged Care | Centrelink | Downsizer Contributions
Pre-Retirement | Retirement | Superannuation

Tracey Boam, a senior financial adviser with over 20 years of experience, leverages her diverse background. She prioritises ongoing education to better assist clients in achieving their financial aspirations, with a particular focus on empowering women in financial planning.

Astrid Lynch

State Gov Benefits (Inc. SAPOL) | Gearing | Inheritance
Investments | Centrelink | Pre-Retirement

With a wealth of expertise spanning 17 years in corporate and financial planning sectors, Astrid is committed to guiding clients towards their dreams. With a strong belief in inclusivity and a love for family, travel, and exploration, she offers personalized financial solutions tailored to each client’s unique journey.

Grant Lange

Self-Managed Superannuation | Shares | Investment | High Net Wealth

Grant brings to Pride Advice over 32 years of experience as an adviser. A Certified Financial Planner, holding a Diploma in Financial Planning, he is a member of the Financial Planning Association and was elected in the inaugural group of Fellow members of the Self-Managed Super Association as a Superannuation Specialist Adviser. Grant’s primary focus is directed towards helping people maximise the probability of achieving their objectives and making smart decisions about money.

Malcolm Brown

Self Managed Superannuation | Aged Care | Centrelink State Gov Benefits (Inc. SAPOL) | High Net Wealth | Investments

Malcolm, one of our senior financial advisers with over 38 years in the industry, has gained a wealth of experience across the board through a diversity of roles with life offices, fund managers and financial planning practices. In 2004, he gained his Diploma of Financial Planning and in 2008 accreditation as a Certified Financial Planner, making him a member of the FPA. Even within financial planning, he’s explored most avenues, working in a variety of roles, before becoming an adviser.

David Slovinec

Business Buy Sell Insurance | Business Key Person Insurance Personal Insurance | Insurance Claims | Superannuation

Dave, our specialist risk adviser, brings over 14 years of experience in financial services. With a strong background in insurance and superannuation, he is dedicated to assisting clients in navigating their financial needs effectively. Dave’s expertise extends to educating SMEs and their teams on superannuation and insurance, empowering them to make informed decisions. Dave contributes to philanthropic causes, notably organizing ‘The Super Loong Lunch’ fundraiser for families caring for children with rare illnesses, raising over $300,000 for lifesaving medical treatments.

Andrew Hunter

Workers Compensation | Insurance Claims Lump Sum Payments | Personal Insurance | Superannuation

Over 17 years of extensive experience in customer service, and a dedicated focus on financial services for the past 8 years, Andrew excels in simplifying complex financial matters to provide clear and actionable advice. His commitment to client well-being extends beyond financial planning, evidenced by his exceptional work in Work Cover & Insurance Claims. He is adept at providing sustainable, long-term solutions that ensure his clients’ financial well-being.

Emma Casasola

Personal Insurance | Redundancy | Centrelink Superannuation | Pre-Retirees

Emma, a financial expert with over 13 years of hands-on experience in the dynamic world of finance, specialises in administration, customer service, and financial planning. Her focus is centred around simplifying complex financial concepts and delivering strategic recommendations that enable clients to make well-informed choices.

Helen Arthur

Centrelink | Pre-Retirement | Retirement Superannuation | Insurance Claims

Boasting over 15 years of dedicated service in the financial planning realm, Helen has garnered numerous accolades, including prestigious national and state awards, a testament to her unwavering commitment to excellence. With a keen eye for detail and a passion for personalised financial solutions, Helen ensures that each client receives tailored guidance to achieve their unique financial goals.

How to Find Us in Adelaide

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Financial Planning in Adelaide for More Insights

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Contact Pride Advice Adelaide

Ground Floor
420 King William St,
Adelaide SA 5000

(08) 8168 8450
admin@prideadvice.com.au

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Financial Trends and Economic Factors in Adelaide
Impacts How We Provide Financial Advice and Planning Services

Adelaide continues to enjoy a stable economy, supported by traditional industries like manufacturing, defense, and agriculture. Emerging sectors such as renewable energy, technology, and healthcare are also contributing significantly to economic growth.

Population growth remains steady, positively influencing the housing market and local economy. The Adelaide housing market has seen moderate growth in 2024, with property values stabilizing after significant increases in previous years. The demand for housing remains strong, particularly in suburbs like Glenelg, Unley, and Norwood, which are known for their desirable lifestyle and investment potential.

Adelaide is a leader in renewable energy, with ongoing investments in solar, wind, and now hydrogen projects. The South Australian Government’s commitment to achieving net-zero emissions by 2050 has spurred further growth in this sector. Government incentives and support for innovation are fostering a vibrant business environment, encouraging new ventures and technological advancements.

Adelaide has shown robust recovery from the impacts of the COVID-19 pandemic, with government stimulus packages and support for small businesses playing crucial roles. The local economy is experiencing growth, with increased consumer confidence and spending.

Understanding the local financial trends and economic factors in Adelaide can significantly impact the financial advice and planning services you seek as individuals. Our objective is to ensure that our clients are well-positioned to take advantage of the unique economic opportunities in the region, aligning your financial goals with the local market dynamics in Adelaide.

We pride ourselves on the best advice.

With consecutive wins of the RI ADVICE Awards – you can feel safe we will be with you every step of the way..