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.
The unexpected is bound to happen. This is practically guaranteed in life. So, what do you do when you are faced with a new financial challenge? While you might be ticking along, paying for everything you need, treating yourself to life’s luxury, and tucking a little savings away here and there. Have you thought though, if an emergency happens, how am I going to pay for it?
Choosing a financial adviser is a decision that requires care, thought and patience. Just like swiping through dating profiles, or picking your next series on Netflix, you don’t want to rush in and commit to something that is just not to your taste. Especially since a majority of people who look to engage with a financial adviser are often doing so in response to an event in their life that has made them become more financially conscious. This can be both good and bad situations, but either way, the process of choosing a financial adviser should follow the same method.
So, to help you navigate your way through the pool of advisers out there, we have created a shortlist of questions. These will not only help you narrow down who suits you but will also help you understand what you are also trying to achieve through financial planning.