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Stephanie Stafford

Goal Financial Services Pty Ltd

Bronze
1 Yr Experience
Macquarie Park, NSW 2113

I am an Age Care Specialist Financial Adviser and Inheritance Planner.

My passion is to help people to find and fund aged care, and plan for their wishes down the line.

I bring a soft touch and a sharp mind to solving aged care and inheritance planning questions and providing reassurance about which strategies and investments bring about the best outcomes for my clients and their beneficiaries.

Don't let my young face fool you, I've been in the financial planning world for a decade.

  • Moving into an age care facility
  • Moving into assisted living
  • Moving into a retirement village
  • Receiving in home care
  • Succession planning (leaving and receiving inheritances)

A Central Coast/Lake Macquarie local.

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Get in touch

We offer flat fees for service and the option to pay part of flat fee arrangements from insurance products where applicable.

At a glance

  • Adviser status Bronze
  • Years of experience 1
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Goal Financial Services Pty Ltd

Suite 4, Level 1, 64 Talavera Rd
Macquarie Park, NSW 2113
Suite 3 Shop 4, 567 Freemans Dr
Cooranbong, NSW 2265

Opening hours

  • 9:00am – 5:30pm Monday – Saturday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135