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Anchor Wealth

Anchor Wealth

5.0(52 reviews)See reviews ↓·Adelaide

About the company

Anchor Wealth is a financial advisory and planning practice founded in 2017 by Director Milad Rezaei. Rezaei began his career as a financial adviser in 2014 and holds a Bachelor of Applied Finance from the University of South Australia. Anchor Wealth provides financial planning and advisory services.

What customers say

Based on genuine customer reviews

Clear communication and a structured, transparent process are the themes that come through most strongly in feedback on this Adelaide financial advisory practice, with Milad named repeatedly as the person clients deal with. More than one customer describes their questions being answered promptly and with supporting reasoning, so that decisions about superannuation, insurance and investments felt straightforward rather than daunting.

A number of reviews mention how thoroughly their situation and goals were explored before any recommendations were made, and how the resulting strategies were explained in plain language, including for those approaching the process as first-time investors. Being kept informed as matters progressed is another point that comes up often, with clients noting they were updated at each stage and never left with unresolved queries.

The range of work described includes setting up and consolidating superannuation funds, arranging life insurance cover, building financial plans and managing investments. A recurring note is that the advice felt personalised and matched to individual circumstances and stage of life. Ease of dealing with Milad, his professional manner and his willingness to explain complex matters in an understandable way round out the accounts, with clients describing the experience as seamless from first contact through to implementation.

ConsultantInvestment serviceLife insurance agency

Reviews

Reviews are taken from publicly available sources.

MC
Maddie Combe26 March 2026

As a first-time investor, I couldn’t have asked for a better experience. Everything was explained clearly and made to feel simple and easy to understand. Great communication throughout - I always felt supported and never left with unanswered questions.

NS
Norey Sith11 March 2026

Anchor Wealth have been amazing. Helped me get my Super finally doing really well giving me access to a structure and strategies that has allowed me to keep thousands of dollars more in entitled funds annually rather than seeing it go to the ATO like my old fund. The difference is night and day. Wish I came across them sooner. Very happy

NB
Nathan Birch15 January 2026

Milad has been super helpful in helping me set up my super fund the way I wanted it with some life insurances put into place aswell highly recommend

MS
Md Shofiur Rahman29 October 2025

It was a great experience working with Anchor Wealth. They take customer data security very seriously and have implemented strong measures to ensure all information remains protected. I highly recommend Anchor Wealth for their professionalism and commitment to data safety.

CL
Chris Lindquist31 July 2025

I have found Milad at Anchor Wealth great to work with on my transition with setting up Superannuation funds. The process has beem seemless and the communication 2nd to none. I highly recommend using Milad at Anchor Wealth

SV
Samantha Voss20 August 2024

Very knowledgeable and easy to deal with makes the whole super mess understandable and less daunting. Milad is easy to talk to and very professional. Very happy with his service.

WF
Wynand Fourie8 June 2024

The guided transparent and structured process Milad took us through made this a very easy and simple decision. When we asked questions, answers were provided in a very timely manner with substantive evidence/rational. With hindsight - would make the same decision to go with Anchor Wealth again!

Financial advisers & planners in Adelaide compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Adelaide are compared.

RankProviderRatingReviewsOpen Sat.
1Anchor Wealth (this page)★ 5,052No
2Pride Advice★ 5,011No
3Prominent Financial Services★ 5,070No
4Goh Financial Advisers★ 5,063No
5Wealth Evolution Financial Planning★ 5,04No
Contact
+611300561820www.anchorwealth.com.auOFFICE 6/9A Hindley St, Adelaide SA 5000
Working hours
Monday09:00–17:30
Tuesday09:00–17:30
Wednesday09:00–17:30
Thursday09:00–17:30
Friday09:00–17:30
SaturdayClosed
SundayClosed