Stu Varidel

Heart Financial Advisers

Gold

22 Yrs Experience

Townsville City, QLD 4810

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Stu is the owner and Principal Financial Adviser of Heart Financial Advisers and is a financial services veteran with more than 20 years of experience.

Stu is an Advice Practitioner member of the Financial Advice Association Australia and holds postgraduate qualifications in financial advice including a Master of Financial Planning.

He is an approved Aged Care Adviser and a Chartered Retirement Specialist. He is the primary contact point for all Heart Financial Adviser clients.

Everyone needs sound professional financial advice to navigate the complexities of financial and taxation matters.

Frankly, it is something that should not be embarked upon alone. We have helped many clients maximise and protect their wealth, build strong financial pathways for their future and achieve their dreams.

My success stems from our understanding that every client is unique and that financial advice is only a small part of your needs. So, when you partner with me, you know you are getting advice that is tailored to your individual needs – advice that evolves as your lifestyle does. We pride ourselves on our pragmatic and honest approach. Moreover, we do advice differently. We work within five key principles:

1. Money coaching and mentoring so you keep on track 365 days a year.

2. Develop close and deep relationships so we know what is important to you.

3. Strategy is critical in everything we do.

4. Personal growth is just as important as growing your wealth.

5. We are conscious of cost.

I am here to help you get the most out of your life, I also want to make sure I understand your aspirations and life objectives to make sure I am giving you advice that is going to suit and enhance your lifestyle for the long term. We are passionate about our clients and dedicated to helping empower you through the relentless pursuit of the best outcomes.

Authentic and driven to achieve goals and aspirations, that is what I am all about!

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Aged Care
Complex Investments
Growing Assets
Wills & Estates
Budgeting

Fees are negotiated on a case by case basis

5.00 May 2024

My husband and I have utilised Stu's expert, independent advice for the past 15 years. His advice has enabled us to thrive financially through the various cycles of our lives e.g. having children, starting a business and make smart decisions for our future. He truly is a wizard at what he does and I have had no hesitation recommending him to a multitude of people looking for an adviser over the years. Thank you, Stu - we really would not be where we are today without you.

5.00 May 2024

Stu has guided and organised my finances for the last 16 years. He is a high achiever with an outstanding ability to problem solve and think outside the box. Stu is a highly dedicated professional who is passionate about guiding people in their wealth creation journey. He clearly loves what he does and that, together with unmatched integrity means he is the perfect person to be looking after my financial health.

5.00 May 2024

Stu Varidel, you are a marvel and a genius!

Successfully and painlessly moved my super and organized my future with Heart Financial Advisers. Great personality and is very knowledgeable about all things 'retirement'.

Would happily recommend Stu to manage and advise anyone about their future and retirement issues. Thanks Stu!

5.00 May 2024

I met Stu Varidel when he assisted my partner and I, in accessing a mortgage to purchase our home. Over 22 years he has increased our financial literacy, presented financial and investment opportunities to us and encouraged us to consider them, whilst being respectful of our individual risk comfort levels, and helped us to realise our financial goals. I have been very impressed with Stu's financial knowledge and of the continuing studies he undertakes to ensure this remains relevant and current. I would not hesitate to recommend Stu if you want informed, balanced, current financial advice.

5.00 May 2024

We were recommended Stu Varidel with Heart Financial Advisers by friends of ours when we were at a loss of what to do and who to trust with our small investment of superannuation going into the early stages of retirement.

Since our first meeting, Stu has given us more peace of mind, direction, and an investment plan moving forward. He has made what we thought was a complicated process so much easier and simpler under his guidance.

We would recommend Heart Financial Advisers to anyone looking for excellent financial advice and planning.