Jim Stephen

Aintree Group Wealth

Gold

22 Yrs Experience

Hawthorn East, VIC 3123

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I began my career in the financial advice industry in 2003. As my knowledge and understanding increased I found myself getting more and more frustrated with the focus of the industry. The vast majority of the industry was focused on selling products not advice. This never made sense to me as from my experience as an adviser most people never came in and asked for a product. What they wanted was advice on how to solve their problems and achieve the outcomes that were important to them.

I decided to setup my own financial planning practice in order to advise clients exactly how I would want to be advised. The sole focus of my company was to help my clients achieve the financial outcomes that were important to them. This meant focusing on their agenda not mine.

In 2022, I joined forces with Aintree Group - an advisory firm in Melbourne with a focus on providing business owners and professionals with long-term support and advice in all areas of their lives. I am currently the Director of the financial planning business unit, Aintree Group Wealth.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Cashflow & Income
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 November 2021

James has given me advice in property investment, superannuation, insurance and growing a shares portfolio. I have been a client of James for a number of years now and I am very confident in recommending James to others due to his vast experience and knowledge base. James is very personable, a clear communicator and always available to take your call.

5.00 November 2021

Over the last 4 years, both Cecilia and I have greatly appreciated the involvement and advice of James in the management and optimization of our managed superannuation fund and other financial aspects including pension and share investment. He has always responded very quickly to any queries we have and his support team are a pleasure to work with as well. We would highly recommend James.

5.00 November 2021

James has provided us with consistently helpful advice over the years on a financial strategy, budgeting, insurances and planning for retirement. His professionalism and manner make him an absolute pleasure to work with. We're very confident that his advice has assisted us in making the right decisions for our financial health today and into the future.

4.75 October 2021

Through James knowledge and experience, I feel very confident on the advice he has given me for my needs.

5.00 October 2021

James has been our trusted adviser for many years now and he has been recommended and used by friends and family alike. Would thoroughly recommend James to anyone, he has simple explanations of some complex financial products and his knowledge is second to none.

Adviser status Gold
Rating 4.95
Number of reviews 10
First year providing advice 2003
Years of experience 22
Highest qualification
- Certified Financial Planner (CFP)
Language spoken
- English

Aintree Group Wealth

Suite 1.03, 8 Redfern Rd
Hawthorn East, VIC 3123

9:00am – 5:00pm Monday – Friday

Aintree Group Wealth

AFSL 537994

Jim Stephen

Aintree Group Wealth

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Aintree Group Wealth

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