The way people in Western Australia do life has changed markedly over the past decade, and so has the way we take care of our finances.
We’re bombarded with new, shiny products, strategies and choices every day, which makes finding a clear pathway to a better financial life challenging.
But, you don’t have to do it alone.
Steven gives you the tools and confidence to make smarter choices around your financial future. That means working with you to achieve your goals, no matter what they may be.
Steven takes in your entire financial picture – from setting you up with a super fund that performs the way you want to connecting you with cover that gives you peace of mind, and the savings you deserve.
As a Financial Adviser, Steven is backed by 10 years of experience supporting clients in WA. He also holds a Bachelor of Economics and a Diploma of Financial Planning.
When Steven isn’t helping his clients achieve financial freedom, you’ll find him playing AFL or soccer, or on the sidelines as assistant coach of his son’s junior soccer team.
Whilst you may not have it as a top priority to ensure you have the correct life insurance policy, it should be a priority to ensure the future of yourself and family. There are many misconceptions with life insurance with people thinking they are already covered, don’t have a need for it or have other commitments that take priority.
Income protection works by covering you during tough times if you suffer an illness or get injured. Even though you may never use your Income Protection Insurance, it is peace of mind for you, and the people who rely on your income.
If you’re considering income protection, or want to know if your level of cover is most suitable for you, here’s what you need to know.
Although it’s not a subject anyone likes to talk about, it is worth considering if you need to take out Trauma Insurance. Asteron Life, a major insurer within Australia has reported that 5% of people in their 30’s will make a trauma claim and increasing to 65% for people int heir 40s.
Trauma insurance will cover you if you get a serious accident or medical condition such as cancer, heart attack or stroke and will pay you a once-off lump sum that can be used for any purpose.