I love helping people. From an early age, I realised I had an affinity for complex maths and enjoyed problem solving – initially I wanted to help myself to rise up from a difficult start in life to be in the best position possible and feel financially secure, but I quickly discovered that I wanted to do that for others, too.
My favourite type of client is a motivated client, someone who wants to learn and can see both the short and long term value in working together. I love it when a client can feel and see that the value we can add to their situation is far greater than the fees for the advice. I like to work with clients by collaborating with them - the plans are always better when we are both working towards the goals.
0433 313 099
We find Stevie-Jade extremely knowledgeable, she is able to explain our financial situation and the reasoning behind her recommendations. Our 6 monthly review sessions are always enjoyable and very informative. Stevie-Jade is always available throughout the year for any queries we may have.
Thank you to Stevie-Jade for always empowering my partner and I to make informed and the right decisions for us on our journey.
Very helpful she listened to everything we had to say and gave us a good plan to manage savings and tax
Stevie-Jade gave us the advice we needed to keep living our life our way.All aspects of pension,super,and inheritance were discussed.We felt that we could continue as we are comfortably.
Stevie Jade has been working with us for 5 years. She’s a wonderful support full of knowledge and has provided us with great advice.
- Adviser status Gold
- Number of reviews 11
- First year providing advice 2013
- Years of experience 10
- Certified Financial Planner (CFP)
Verse WealthLevel 2 Hub Southern Cross, 696 Bourke St
Melbourne, VIC 3000
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Verse Wealth Licensee Services Pty Ltd