Partnering with significant families and business owners.

Stephen is a first-class financial planner who has a strong focus on client service. He has a clear goal of making sure his clients can enjoy the best possible future by advising and guiding them to ensure their financial position is strong. I have no hesitation in recommending Stephen.

Stephen impressed from the start as a financial planner with integrity. His advice saved me in 2007 from being a victim of the GFC and ever since he has worked with me to set up a secure financial future - I'm not there yet but I'm on my way. I have no hesitation in recommending him.

I was introduced to Stephen by a mutual contact who spoke very highly of him and we have found him to live up to these accolades due to his genuineness and knowledge. Having never previously seen a Financial Adviser, Stephen really took the time to understand our personal goals and provided sound advice in alignment with these. I would not hesitate to recommend Stephen to others.

Stephen is passionate about providing quality financial planning advice. He is commercially minded and compassionate in his approach to serving clients. He takes his time to understand exactly what his clients are trying to achieve in their financial lives, then sets about delivering tailored solutions to meet those goals of his clients. It has been a pleasure working with him and I recommend professionals and business owners who are getting serious about planning their lives to take some time to meet with him to see a true professional at work.

Since moving to Australia, we've found Stephen invaluable in guiding our financial decisions. Starting with the core elements of super and insurance, through financing our home purchase and school fees to some interesting options for investments. Stephen has always spent time getting to know us and our current and future life ambitions to ensure his advice is most useful.