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Steve Morfesse

Paragon Wealth Management Pty Ltd

Gold
7 Yrs Experience
Ascot Vale, VIC 3032

I’m extremely passionate about helping people achieve the best financial outcomes for their situation. The greatest part of my job is seeing clients feel confident, in control and good about their future — that’s what genuinely motivates me every day.

I never take on a client unless I know they will receive substantial benefit from the process. Financial advice should make a meaningful difference, not just tick a box.

Over the years I’ve seen that when people have this aspect of their life in order — their super, investments, insurance and long-term plan — they’re able to relax more, feel less stressed, and enjoy their lives with far more clarity and peace of mind. My role is to help you get there in a way that’s personalised, practical and genuinely suited to you.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2018
  • Years of experience 7
  • Highest qualification
    • Bachelor of Business (Accounting)
  • Language spoken
    • English

Paragon Wealth Management Pty Ltd

34 Mirams St
Ascot Vale, VIC 3032

Licensed by

Insight Management Partners Pty Ltd

AFSL 368175