Steven Wong

FinChoice (Box Hill South)

Gold
16 Yrs Experience
Brunswick, VIC 3056
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!

Expertise

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

My fees

I offer a free initial consultation for potential new clients. Get in touch

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!

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 9
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

FinChoice (Box Hill South)

Ground Floor, Suite 4, 35 Hope St
Brunswick, VIC 3056

Opening hours

  • 10:00am – 5:00pm Monday – Friday

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

5.00
9 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—9 of 9

Sort by

5.00

"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!"

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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!"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steven has been very helpful, conscientious and thoughtful :)"

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steven has been great and has helped us secure an enhanced return on our new annuity. He has been very responsive and answered all our questions in an easy to understand way."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steven is a polite professional and an effective communicator. He is very knowledgeable and commited to providing the best products for his clients. He ensures that there is regular communication with his clients and is a man of integrity. Thank you Steven for providing us with sound financial support."

  • Superannuation
  • Retirement & Pension
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve has always been very clear and solid with his financial advice. He always provides regular updates and I wouldn’t be able to have saved what I have without his guidance."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Growing Assets
  • Budgeting

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2016

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2006

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2005

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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