Who we are
Whether you’re an investor, accumulator or transitioning to retirement, we create a tailored investment strategy drawing together a range of options to simplify your life, clarify your future and provide financial comfort.
We offer a freedom of choice acorss products, funds, and investment managers. We’ll compare your options to ensure we find the best fit for your needs.
We work closely with our clients to ensure long-lasting relationships and are proud to have wonderful ongoing dealings with real, down-to-earth people, not mere account numbers. Perhaps that’s why we rate very highly in client satisfaction. Our relationships with clients compound to take many of you from accumulation through to retirement.
Financial planning you can trust
We’re a no-nonsense firm that is well-known for bringing absolute clarity and confidence to our clients with jargon-free explanations of our planning solutions.
We understand the issues of stress over financial security. We also understand that some people have wealth but are overwhelmed by the thought of making the wrong decisions and risking their financial future.
Financial stress is no joke and we take your concerns and trust seriously. Our goal is to help you achieve a sense of comfort and confidence that your portfolio is safe and working hard for you.
Our process
1
Our initial consultations are typically free. No sales, no pressure just a discussion on how we can be of assistance. You don’t even need to come into our office, we will happily discuss your situation via video conference or phone call if you prefer.
2
Once we have developed an understanding of your needs through our comprehensive Fact Finding process, we formally run through how we help clients, and commence work on your personalised Financial Plan (Statement of Advice).
3
Upon your acceptance, we’ll manage any transfers, establishment or strategies on your behalf and get the job done quickly and efficiently. You won’t have to worry about a thing.
Once you accept our advice, you still have options. You can enjoy an ongoing service package tailored to your personal needs including implementation and ongoing monitoring of your strategy including an annual review. Alternatively, we can just implement your plan or to end our advice engagement. The choice is yours.
We keep it simple. We minimise risk. We ensure that value to clients is our priority. We keep it simple. We minimise risk. We ensure that value to clients is our priority. We keep it simple. We minimise risk. We ensure that value to clients is our priority.
Our advisers
Steve Clarke
Principal Adviser & Founder
Master of Business / Graduate Diploma of Financial Planning / Association of Independently Owned Financial Professionals (AIOFP) / Financial Advice Association Australia (FAAA)
Authorised Representative No. 433860
Steve founded Constellation Financial Planning in 2013 after witnessing firsthand the challenges his parents faced navigating Australia’s complex superannuation and retirement systems. This experience sparked a lifelong commitment to helping others achieve financial clarity and confidence. He’s known for his ability to translate complex strategies into everyday language, making financial planning accessible and empowering for everyday Australians.
Garrett Woods
Financial Adviser & Partner
Master of Financial Planning (nearing completion) / Graduate Diploma of Financial Planning / Bachelor Applied Finance / Member of AIOFP
Authorised Representative No. 1270547
Garrett joined Constellation Financial Planning in 2016 and began providing financial advice in 2018. As a partner in the firm, he plays a key role in shaping its strategic direction while helping everyday Australians feel confident about their finances and retirement. Known for his strategic insights and strong technical knowledge, Garrett is committed to delivering clear, personalised advice that empowers clients to make informed financial decisions.
Our experienced team
Blake Langdon
Associate
Blake began his career in financial services in 2021, starting in client services before moving into his current role as an Associate. He works closely with our financial advisers, contributing to strategy research to support the delivery of tailored client solutions. Blake is passionate about financial planning and is currently pursuing a Bachelor of Commerce (Financial Planning).
Emily Ward
Financial Planning Assistant
Emily joined our team after completing her Higher School Certificate and is currently studying a Bachelor of Media and Marketing at Macquarie University. In her role as a Financial Planning Assistant, she supports the advice and client service teams by assisting with research and helping deliver quality outcomes for our clients.
Katie Ward
Business Administrator
Katie began her career in the finance industry in 1999, working with high-net-worth clients in Private Banking. She joined Constellation Financial Planning over six years ago in client services. After taking time off to raise her children, Katie returned as a Business Administrator, where she plays a key role in the operations of the business, ensuring everything runs smoothly and efficiently. By managing the operational side of the business, she helps deliver attentive, personalised care and ensures clients consistently receive the highest standard of service.
Meet some of our happy clients
