Christine Brown

Matthews Steer Pty Ltd

Gold
20 Yrs Experience
Essendon Fields, VIC 3041

“Helping clients achieve financial freedom is the greatest success story”

There is no simple solution to achieving freedom, but what I do best is map out a detailed process outlining how this can be achieved based on knowledge and discipline.

I have been working in financial services for the last 14 years, advising high net worth individuals and business owners on their overall investments and investment strategy. Prior to starting in the financial services sector, I sold my own successful business which I had started and operated for over 10 years.

I am a qualified Accountant with over 30 years’ experience dealing with business owners.

Given my personal experience in business, I have particular expertise in identifying and resolving the complex issues facing business owners.

I use my detailed knowledge of business cash flows and tax structures to provide investment strategies that facilitate the transfer of a client’s business wealth into their own personal wealth.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 7
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Certified Practicing Accountant (CPA)
  • Language spoken
    • English

Matthews Steer Pty Ltd

Essendon Fields House, Level 2, 7 English Street
Essendon Fields, VIC 3041

Licensed by

Australian Unity Personal Financial Services Ltd

AFSL 234459