Posted on Google
William LindsayTrustindex verifies that the original source of the review is Google.
We are delighted with Mansell Financial Services having used them for several years for retirement planning. From the very beginning, their team has been responsive, knowledgeable and genuinely committed to helping us achieve our financial goals. We would highly recommend their services to anyone looking for financial guidance.Posted on Google
Rick FenwickRachel has been absolutely wonderful, nothing was to much trouble helping me with my financial situation, I highly recommend Rachel and the team to help with any issues you may have. Thankyou so much, I really appreciate it. 5 stars all the way.Posted on Google
Precision LegalRhonda and her team have always been great to work with and would highly recommend themPosted on Google
Mary ConnorsOver the last 12 months I have required assistance with many issues and have found the staff at Mansells always obliging and extremely proficient in providing favourable outcomes.Posted on Google
Kirby DraperThe team at Mansell Financial Services are friendly, diligent, knowledgeable and go above and beyond. I would highly recommend them.
Everything you’ve
worked for —
working for you
Retirement specialists for pre-retirees and retirees across the Barossa and regional South Australia.
Mansell Financial Services is a strategic advice practice that does one thing exceptionally well: getting every part of your financial life working together — super, income, investments, entitlements and estate.
We call it optimisation.
You’ll call it knowing there’s enough coming into your account — giving you the confidence to know what you can spend this year, and every year after.
Wherever you are —
Start here
Retirement isn’t a single day. It arrives in stages — and the right moves at each one make all the difference.
01
Planning for Retirement
You’re still working — and the question of when is starting to matter. We’ll show you exactly where you stand, what’s possible, and how to make the years between now and then count.
02
Stepping into Retirement
The moment’s arrived — by choice, or sooner than you planned. How you structure this transition shapes everything that follows. Get it right from day one.
03
Living in Retirement
Retirement should feel like freedom, not a budget meeting. We keep your income steady, your entitlements maximised and your plans on track — so you can make the most of everything.
04
The Later Years
Simpler finances, the right care decisions, and affairs in good order. Thoughtful planning now means less worry later — for you and for your family.
Centrelink, handled.
Nobody retires so they can spend more time on hold to Centrelink.
We have a complete understanding of how your funds and assets are treated — structuring everything to make sure you receive every benefit you’re entitled to.
And with dedicated Centrelink specialists on our team, we take the paperwork, the phone calls and the frustration off your hands.
Life is a conversation.
Not a form.
Your first appointment with Mansell Financial Services is complimentary, and ideally face-to-face. We sit down, we talk, we get to know each other — then we get to work.
We’ll ask about three things: your fears, your frustrations and your aspirations.
01
Your fears
What keeps you up at night about money and the years ahead.
02
Your frustrations
What’s not working, what feels stuck, what’s been put off.
03
Your aspirations
What you actually want this next chapter to look like.
It sounds simple. It’s also the most honest picture of where you stand — and it tells us far more than a form ever could.
Local. Family. Here for the long run.
We’re a team of five, based in Tanunda, with clients across the Barossa, the Clare Valley, the Yorke Peninsula and down into Adelaide. The business is in the family — and so is the way we work: face to face, straight talking, and only ever a phone call away.
What sets us apart isn’t a secret formula. It’s work ethic. It’s care. It’s knowing this community because we’re part of it.
Five
in the team
One
family business
Tanunda
home base
The coffee’s not bad either
One conversation can change how you feel about the next thirty years. You’ve done the work. Now make it count.
Book your complimentary appointment today.
Call the office — straight through to a real person
Tanunda, Barossa Valley — and across regional SA