Steve has given me advice in areas including loan products, self managed super funds and managing debt. Steve was usually able to explain things to me in a clear way. Through Steve's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Steve's full care and attention when I needed it.'
Steve has given my wife and i advice on how our money is spread out, Steve is always able to explain things to us clearly, We feel confident Steve gives us the right advice all the time. Greg & Lyn 2323
Steve has given us advice in estate planning, pensions and managing our day to day expenses. He is always up to date on what is happening with our finances and explains things thoroughly and we always feel confident our best interests are being looked after. We feel Steve is very professional and highly recommend him.
Steve follows up on all requests made by us as clients as well as keeping across our investments to best suit our lifestyle.
RI Newcastle & Lower Hunter43 Elgin St
Maitland, NSW 2320
- 9:00am – 5:00pm Monday – Friday
- Adviser status Bronze
- Number of reviews 4
- First year providing advice 2010
- Years of experience 13
- Bachelor of Finance