As a Certified Financial Planner, I make strong, long-term relationships with people by listening and understanding their situations, then assisting to put them on a path to living their life the way they always pictured it. Your financial success hinges on surrounding yourself with a 'board of advice' consisting of professionals such as Accountants, Finance Brokers and Solicitors, with a Financial Planner the cornerstone to a successful future.
I enjoy working with a range of clients including enthusiastic professionals, small business owners, people who are currently or considering moving or building a home, those who are considering retiring or winding back work as they build towards retirement, and retirees.
Feel free to reach out.
We have been with Steve for about a decade now and continue to trust his judgement and recommendations as our circumstances evolve and we need to tweak our financial settings.
Extremely satisfied with all advice to us. Would highly recommend their services.
My review of Steven.... I have found him totally professional and easy to understand, hence I have been able to have a clear path to understanding what is in my best interest for my "Self Managed Superfund. If at any point I have needed clarification of something I have not been able to understand he has been available to clarify the situation by phone followed up with an email. I would highly recommend Steven to anyone who is unsure of their Financial Situation.
Steven has provided a valuable service in these uncertain times. He has always been willing to explain issues clearly and provide a flexible and positive way forward. We look forward to being able to take advantage of future opening up opportunities and outcomes.
This is my first 12 months collaborating with Steven, so my input is based on limited experience.
- Adviser status Platinum
- Number of reviews 80
- First year providing advice 2008
- Years of experience 15
- Certified Financial Planner (CFP)
Embrace Wealth134 Union Rd
Ascot Vale, VIC 3032
- 9:00am – 5:30pm Monday – Friday
- In person
- Video call
Consultum Financial Advisers Pty Ltd