I have been a financial adviser for over 14 years and ran my own business for the last 10 years. We are a family business with my wife Kristina managing our office. We focus on assisting our clients to understand their financial goals and then help them plan to achieve them. We assist families, small business owners and SMSF's to achieve their goals and enjoy their lives. I love what I do and take pride in my work.
We charge a flat annual fee of $3,600 for our services. This fee covers an annual review of your portfolio as well as the completion of advice documents and implementation of our recommendations. We aim to review your full situation and will provide advice on all required areas for the one fee.
We also offer an ad-hoc fee service where we will provide specified one-off advice as required. The fees for this start at $220 per hour.
Very professional and responsive to our questions. Thoroughly checked our documents prior to submission. Followed up to check on whether we had all information required for our particular situation.
I cannot rate Steven highly enough. He has been a wonderful help to me since my husband died four years ago. I doubt I would be where I am today without his advice and assistance. Nothing is too much trouble and I feel I can contact him at any time with any concerns or queries I have. I really appreciate his help.
Steve was a great help and was able to answer any questions simply and quickly.
Steven has always given us good advice and has followed through with every query we have had.
Steve is extremely easy to relate to. With any provider you want them to treat your investments and shares etc as if they owned them. Essentially all any customer wants is for their money to work best for them. Steve has invested his own time and money into the business and will be around for many years to come. Everyone has a different plan for retirement Steve and his team are assisting us to achieve our goals in the most cost effective way through spreading our risk and maximising returns. What really impressed me was the willingness to provide guidance and advice on other matters for which he does not receive any form of payment. I would easily recommend Steve to anyone looking to build their retirement nest egg. If you are over 40 and have done nothing with your super then give Steve a call and go over all your options now. Don't like many do leave it till you are 50 or 60 that's too late.
- Adviser status Bronze
- Number of reviews 7
- First year providing advice 2008
- Years of experience 15
- Advanced Diploma of Financial Planning
Invested in You25 Stickley St
West Rockhampton, QLD 4700
- 8:00am – 5:00pm Monday – Friday
- In person
- Video call
Millennium3 Financial Services Pty Ltd