Lee-Anne Saunders

Steel City Financial Planners Pty Ltd

Bronze

25 Yrs Experience

Mayfield, NSW 2304

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I started my journey in the Financial Planning industry back in 1999 and for over 24 years now I have enjoyed using the expertise I have gained to navigate the “Jigsaw Puzzle” of financial planning. I never tire of working closely with my clients and helping them with super, insurances, estate planning, retirement planning and their investment needs while piecing together a plan designed to help them achieve their financial dreams.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Aged Care
Complex Investments
Tax Strategies
Growing Assets

5.00 August 2023

Lee-Anne, who conducted my review was very professional and explained everything very well. Just as Shane Finlay has done in previous appointments. Shane is very lucky to have such a capable adviser as part of his team.

5.00 August 2023

Always well informed as to my financial position and any questions answered at a level I understand. They make you feel welcome from the time you arrive to the time you leave. Highly recommend.

5.00 August 2023

They always have my data ready and are up to date with my portfolio. They are able to answer my questions and give me confidence in their underpinning knowledge of both the Superannuation area and current and future trends.

4.75 August 2023