we understand that getting it right can be a daunting and stressful task. By working with one of our professional advisers, you will have a better understanding of your superannuation and the peace of mind of knowing you are on track to meet your goals.
Personal insurance is all about ensuring your most important asset – you. A tailored insurance plan will provide you with the peace of mind knowing that you have the right cover in place to ensure that your income, assets and lifestyle are protected should the worst happen.
Building a tailored investment portfolio requires expertise and a deep understanding of your unique situation. From the very beginning, our investment process starts with understanding you and your financial objectives.
For clients yet to retire, it’s never too early to start planning and we work closely with our clients to understand your situation and what your current retirement projection looks like. From there, we work together to develop a practical and sustainable plan to achieve your desired retirement, whilst minimising tax along the way.
A word from our clients
Under 35 years old
“Steven looks after many facets of my investments, shares, superannuation and loans. I’ve found Steven extremely knowledgeable and confident in his experience. He is non bias and offers personalised advice and solutions . Steven has saved me thousands of dollars in super and continues to manage and advise on my portfolio of assets. I would highly recommend Steve to anyone looking for financial advise, having a family and business himself he’s extremely personable and warm. “
35-45 years old
“Steve helped my husband and I with our finances. He reviewed and updated our current Life Insurance, TPD, Income Protection and Super Funds to save us money and make sure our family was adequately protected. We couldn’t be happier with the advice and help we got along the way.”
35-45 years old
“I got Steven’s number off a work colleague, and gave Steve a call. We discussed Superannuation, life insurance and he advised me about Income protection. Steven was very knowledgeable about all facets of my inquiries. Steve confirmed a meeting and he was out onsite at my work to talk more in depth about what was best suited for me. He explained every scenario and showed me all available options i could have. I was blown away with his advise and i’m very confident with what he has suggested for me and my family. Highly recommended. “
65+ years old
“Steve gave us advice on SMSF he explained clearly each step of what he was intending to do with our investment. It was a simple process to move from our existing SMSF to our new one. I would recommend him to my family and friends.”
56-65 years old
“After a quite a few years of the stress of worrying about whom I could trust to guide and manage my transition to retirement, I was referred to Steve and I am thrilled with his service. Steve, is incredibly personable, competent and his expertise and knowledge in his field is exceptional. Best decision ever.”
35-45 years old
“Steven helped me to the understand the importance of my super and understanding my current and future potential financial circumstances. He continually provides feedback and an annual review which continues to provide me with education and understanding of how my money is travelling, Steve is a professional and has a great understanding of the services he provides.”
46-55 years old
“We have only known Steve for a short time ,however in that time that we have had dealings with him he has not only saved our family money but placed my husband and I in a better financial position for retirement. I have found Steve to be very professional, knowledgeable and trustworthy and I have recommended Steve to family and friends. Terri (2145)”
56-65 years old
“I’m happy to confirm that I’ve been using Steven for my advise on Supa and Shares and my preparation for retirement. I find Steven extremely helpful and knowledgeable in all aspects of Financial advise. This coupled with his excellent communication skills and professional approach means I’m 100% happy to highly recommend,Steven, to any other person or organisation in need of sound and effective Financial guidance. I am happy to expand on my dealings with Steven to any prospective future client and can be contacted on 0424 36 19 19. Kind Regards. Clive OConnor – Business Owner I”
Contact us today and we can help you get on track
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02 8814 7977