Paul Wheeler

I am an established and trusted qualified Financial Adviser with over a decade of experience helping clients achieve their financial and lifestyle goals and plan for a secure future. I have dedicated my career to offering personalised, comprehensive financial strategies for individuals, families and businesses.

Specialising in superannuation, personal insurance, retirement planning, investments, tax efficiency, and estate planning, I guide clients through complex financial decisions, ensuring each strategy aligns with their unique goals and values.

Believing in a client-centric approach, I emphasise the importance of understanding each client’s financial needs, goals, and values. I am dedicated to creating comprehensive, adaptable financial strategies that grow with my clients’ lives and the ever changing market landscape.

Known for my commitment to transparency and integrity, I pride myself on building lifelong relationships with my clients. I take time to educate clients about their options, empowering them to make informed decisions with confidence and peace of mind.

Outside the office, I coach a local soccer team, I am very involved in my children’s sporting activities, and spend endless hours driving to and from their soccer and dancing commitments. In my free time, I enjoy spending time with my family and friends, watching the Newcastle Jets and Manchester United games, playing golf and getting outdoors into nature as much as possible.

I welcome new clients and am committed to helping them navigate their financial journey.

Schedule a meeting to take the first step towards achieving your financial goals with confidence and lasting security.

Email paul@steellake.com.au or call Paul on 0418 731 078