Steven Wong

Rae Wealth

Gold
6 Yrs Experience
Sydney, NSW 2000

Recent reviews

Rae Wealth

Suite 2 Level 12, 60 Park St
Sydney, NSW 2000

Opening hours

  • 9:00am – 6:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 15
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Bachelor of Commerce (Accounting)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Lifespan Financial Planning

AFSL 229892

4.80
15 Reviews
5
4
3
2
1
4.85
Clear communication
4.75
Knowledge & expertise
4.90
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 15

Sort by

4.00

"Steven has given me advice regarding life insurance, income protection and managing super funds. He usually was able to explain subject matters in a clear way. I believe his knowledge and experience were beneficial for my needs. He is usually prompt in attending to my queries."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steven has given us advice and care in our insurance and superannuation which in my opinion has helped my family with a lot of peace of mind. He is always able to explain things to us clearly and would give different options to handle any situations which shows his experience and knowledge. You can also feel his sincerity and dedication in the job that he does."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steven was patient and very thorough with all explanations required. Very trustworthy and highly recommended. Thanks Steven!!!"

  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steven has given me advice in areas including investments and wealth management. Steven was usually able to explain things to me in a clear way. Through Steven's knowledge and experience, I feel very confident that the advice given was right for my needs. He has been essential throughout the whole process."

  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steven has given me advice in how to manage my super funds, he has always explained things to me in a very clear way. I feel very confident that through Steven’s knowledge and experience I’ve been given the right advice to suit my needs."

  • Superannuation
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I recommend Steven to anyone honest and prompt service and a world of knowledge he has done great work for myself keep up the good work."

  • Superannuation
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve was very helpful and was always in constant contact to make sure all policies were understood and best value for my future"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Steven is always very attentive, helpful and patient when dealing with me. I will follow him wherever he goes, as I am fully confident that he will always do what is best and right for my portfolio."

  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steven has given me great advise in superannuation, life insurance, COVID 19 super early access. He is extremely patient person and willing to explain things to me in a clear way, I feel he know what he is doing. I feel very confident to leave my super in his hand."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Steven Wong profile photo

Steven Wong responded on October 2020

"I’m glad I was able to assist you during these difficult times. Thank you for taking the time to complete the survey. Your feedback is important to me to improving my service offering."

5.00

"Steven has helped me navigate through different investing options suited to me that were revealed through the extensive profiling process. As I reside outside of Australia, Steven has worked with my accountant to provide the necessary tax information required here. I have always found Steven to be thoughtful, thorough, dependable and very pleasant to work with."

  • Expat Finance
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Steven Wong profile photo

Steven Wong responded on October 2020

"Thank you for your comments. It has been a pleasure working with you. Distance is not an issue – remember I’m just a phone call/Zoom meeting away."

Showing reviews 1—10 of 15

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2015

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2007

Bachelor of Commerce (Accounting)

Level
7 - Bachelor Degree
Institution
Western Sydney University (WSU)
Completed
2002

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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