I recently needed advice on aged care for my father. Steffen had all the answers I needed. No fuss, no bling, just the facts...that I need info... Ian Williams.
Steffen is very personal and communicates very well, and in considerable detail where required. He is very client focused and in touch with my particular risk profile. His knowledge is considerable, spanning from where the broader market is going to finer details of superannuation and taxation. This holistic approach is important in making sure the various parts of one's financial strategy fit together, particularly as government rules and conditions change over time. He keeps in touch with developing analysis to inform his advice. I consider that he is an excellent financial adviser for the above reasons.
Steffen provided excellent advice and guidance in relation to DVA pension and Service Pension. During COVID a Zoom conference was conducted and all graphs and projections were provided. Steffen communicated in a clear and professional manner. I would highly recommend Steffen in relation to any financial issues regarding the benefits provided by DVA.
Steffen at InvestWise Financial Planning was very helpful, professional and friendly when we needed to put key person cover in place in our business. I would recommend him highly to anyone looking for similar services, and will definitely be a return customer myself.
Investwise Financial Planning Pty LtdSuite 1, Level 2, 825 Zillmere Rd
Aspley, QLD 4034
- 8:00am – 5:00pm Monday – Friday
- Adviser status Bronze
- Number of reviews 4
- First year providing advice 2018
- Years of experience 5
- Bachelor of Business
Madison Financial Group Pty Ltd