Steven Wong

White Owl Wealth

Gold

18 Yrs Experience

Surrey Hills, VIC 3127

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Hello and thank you for taking the time visit my profile. As a wealth coach, my goal is to help you develop healthy money habits that will help you realise your financial freedom sooner, rather than later.

I'm excited to see every clients journey unfold and thankful to those that I've been able to help and continue to help move forward.

Get in touch with me and lets have a chat. The first meeting is on me!

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Socially Responsible
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

Your initial meeting is complimentary so gives us an opportunity to chat and get to know you. From here we'll understand your situation and help identify some key goals before we talk about cost. It's an obligation free meeting so all we ask is for an investment of your time!

5.00 July 2021

I have no hesitation in recommending Steven, and already have done to friends & family. From start to finish he made me feel comfortable discussing what I really wanted for my future and what I needed to do to put myself on the road to achieve that. Working with Steven was like checking in with an old friend who clearly explained everything and ensured the process was easy and understood at each step. Thanks so much for all your help Steven!

5.00 November 2018

Steven was really detailed in providing advice on income protection insurance and provided clear communication throughout the process. He also took the time to show me how the different parts of the policy worked and how the premium changed based on the options & preferences that were selected. I would have no hesitation in recommending Steven to someone who wanted advice in this area.

5.00 June 2018

The entire process from initial consultation to finalisation has been very pleasant with Steven and he is very knowledgeable and helpful. I will definitely be a returning customer for future financial advice.

5.00 May 2018

Steven was great at advising suitability of right product. He made himself available at my convenient time for our meeting. The process itself was seamless and smooth. It took less than 3 days to complete my application and approval process. I have already recommended Steve to my friends and will continue to do so.

5.00 April 2018

I had a great experience with Steven. He has helped my wife and I sort out our income protection and life insurance. We have been happy with his services. Thanks Steven!

Adviser status Gold
Rating 5.00
Number of reviews 9
First year providing advice 2006
Years of experience 18
Highest qualification
- Bachelor of Commerce
Language spoken
- English

White Owl Wealth

4 Alandale St
Surrey Hills, VIC 3127

10:00am – 5:00pm Monday – Friday

Synchron Advice Pty Ltd

AFSL 243313

Steven Wong

White Owl Wealth

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White Owl Wealth

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