Steve Carfora

Newhaven Wealth Pty Ltd

5.00

4 Reviews

Bronze

18 Yrs Experience

South Melbourne, VIC 3205

About Steve
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I am an Experienced Personal Risk Insurance Specialist that helps my clients financially protect themselves and their family. Through my expertise and experience, I provide structures and strategies that suits my clients individual needs. I analyse my clients circumstances, needs and objectives to determine appropriate cover and the best insurer for them.

I have a extensive history of working in the accounting industry and I am skilled in Financial Services, Financial Planning, and Life Insurance. I am a finance professional with a Masters focused in Business from University of Newcastle and a Life Risk Specialist accreditation from the FPA.

Superannuation
Insurance Protection
Self Managed SuperFunds
Tax Strategies

5.00 February 2024

Steve was able to get me income protection and Life and TPD, when others couldn’t. Due to previous injuries, I was looking like I was never going to be eligible. I am extremely grateful for that.

5.00 February 2024

Steve was really great to deal with, was patient and made sure he understood what I needed to go away and find the best options to suit my needs. He then came back to present the options and explain everything clearly so I was comfortable in making a decision.

5.00 February 2024

Steve was excellent to work with, clear, concise and was very proactive in following me up to ensure I had adequate coverage with my limited time frame. I would highly recommend Steve to colleagues.

5.00 November 2022

Steve is fantastic to deal with. He is friendly and down to earth whilst still being professional. His knowledge is excellent and he explains things clearly in a manner I can understand. He always responds quickly to queries and is always willing to help. He was tireless in his pursuit of an insurance company that cancelled my payments ensuring that they were reinstated with backpay.

I thoroughly recommend Steve Cafora.