The majority of my working life has been in and around finance. During that time I’ve done everything from open the mail to developing complex investment, superannuation and retirement strategies.
I have worked with more than 1,000 individuals, professionals and small business owners and I have an excellent understanding of what works and what does not work in small business…!
What this means to you is that I’ve had exposure to a variety of people with their own set of problems, in many different industries and backgrounds and have helped them to get their finances back on track, and stay on track.
I’d love to use this experience to help you get on the “fast-track” to a prosperous retirement.
At CFL Financial Planning we will always be Crystal Clear about our fees and we promise to show you our fee structure in an open & transparent manner. We charge for our Time, Expertise and Experience in three distinct ways: 1. Our Advice 2. The Implementation 3. Ongoing Maintenance. We also understand that not all clients have the same service needs. That’s why we offer alternative service package options – YOU choose the Client Care Package that suits your needs. So if you do not require our full services, you don’t pay for them!
Steve's advice has been extremely helpful and I know I will be in good hands when I enter retirement. I highly recommend his services.
- Adviser status Silver
- Number of reviews 1
- First year providing advice 1996
- Years of experience 27
- Certified Financial Planner (CFP)
CFL Financial PlanningLevel 3, 240 Queen St
Brisbane City, QLD 4000
- 8:00am – 5:00pm Monday – Friday
Astute Planning Services Pty Limited