A practical and progressive Adviser, with over 20 years of industry experience. Through timely and effective strategic advice, Steve assists his clients define their goals and values and then achieve them. Steve is committed to ensuring his clients receive the highest quality advice and strategy whilst developing long term relationships to deliver the outcomes his clients desire.
Steve’s “goals’ based” approach to assisting his diverse client base is designed to assist them to pursue meaningful outcomes and results, and in short, to live better lives. Steve is an active member of the Financial Planning Association of Australia (FPA) and has worked with the Cancer Council to assist cancer patients overcome financial issues and stress post diagnosis. He holds a Bachelor of Business and has attained various other industry associated credentials, including his appointment as an internationally recognised CERTIFIED FINANCIAL PLANNER™ practitioner.
Steve has 2 children and on the weekend can usually be found chasing one or both around the sporting fields of South East Queensland. Steve enjoys most sports and has utilised the same dedication he applies to his work, to complete a number of ultramarathons, triathlons and obtain a black belt in Tae Kwon-do. When relaxing he enjoys spending time with family & friends.
Fees are set based on work done for clients. A quote is done and agreed to, before any work is done.
I took a leap with Steve more than 10 years ago after interviewing many advisers to work with. What set him apart was his structured, logical & sensible approach towards sustainable wealth creation, growth & its protection. His cheeky personality, ability to articulate & simplify financial matters were also a boon. Quite simply, he knew what he was talking about & he ticked the boxes where it mattered. Steve's advice has been valuable over the years. In hindsight, getting the basics right first, such as insurances in the early days was easily the best piece of advice from Steve. It made things a lot more manageable when it mattered most. His advice on wealth management does evolve over the years & he would not hesitate to recommend an alternative approach if it suited one's situation better. Regardless, the advice has always been provided transparently & still aligned to the sustainable investing principles from when I first met him. Choosing a financial adviser is a very personal choice. If you are looking for one, it would not hurt to have a chat with Steve to see if he could help. Do ask a lot of questions as he loves it!
It's important to me that I develop a rapport with my adviser. Steve is the first of four advisers I've had over the years that has given me that level of comfort. He has given me excellent support in making choices with managing my SMSF, particularly with regard to reducing costs and simplifying options.
Steve has always provided us with extremely well considered advice and has gone the “extra mile” to ensure that our financial structures are tailored to our needs. He communicates clearly and follows through as promised. I couldn’t be happier with his professionalism
Steven has given me advice in areas including loan products, super funds and managing debt. Steven was usually able to explain things to me in a clear way. Through Steven's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Steven's full care and attention when I needed it.
Steven has given me advice in areas including Loan Products, Self Managed Super Funds and Managing Debt. Steven is always able to explain things to me in a clear way using plain language to ensure I understand what is being proposed. Through Steven's knowledge and experience, I feel very confident that the advice given was right for my needs. I always receive Steven's full care and attention when I need it.
- Adviser status Bronze
- Number of reviews 6
- First year providing advice 1999
- Years of experience 24
- Bachelor of Business
Stonehouse Financial Partners Pty LtdLevel 20, 110 Mary St
Brisbane City, QLD 4000
- 9:00am – 5:00pm Wednesday – Friday
- 9:00am – 8:00pm Monday – Tuesday
- In person
- Video call
Stonehouse Financial Partners Pty Ltd