Steve was recommended to my wife and me at a time when we were preparing to sell a property in London and bring the proceeds to Australia to invest. I’d built my wealth over many years through London property, so naturally I was very nervous about investing a large sum in a way - and in a world - I didn’t know. My wife felt the same.
From the beginning, Steve understood this. He recognised that before we could even think about investing, we first needed to feel comfortable with him as a person, then as a financial adviser, and then with the overall concept of investing itself. Trust and a sense of being understood were essential for us to feel confident and safe enough to move forward.
Steve took all of this on board and worked with us over several months, patiently getting to know us, how we wanted to invest, and - just as importantly - what we felt comfortable investing in. His dedication and consistent support through the process built real trust and gave us the confidence to take the next steps.
Thanks to his honesty, clear guidance, and expertise, we did go ahead - and we’re glad we did.
Over the years, Steve has continued to be fully present and responsive to our needs, tailoring our investment approach as our circumstances have changed. In hindsight, investing with Steve’s guidance has provided far more of what we needed our money to do - in terms of flexibility, income, and peace of mind - than if we had simply put it back into property over here. It’s helped us live the kind of life we want as a family, in a way that truly works for us.
I’ve recommended Steve to many friends already and will continue to do so.
I hope this review helps you make your decision.
