Stevie-Jade Turner

Verse Wealth

Gold
11 Yrs Experience
Melbourne, VIC 3000

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

steviejade@versewealth.com.au

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.84
  • Number of reviews 11
  • First year providing advice 2013
  • Years of experience 11
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Verse Wealth

Level 2 Hub Southern Cross, 696 Bourke St
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Verse Wealth Licensee Services Pty Ltd

AFSL 523541