Financial planning for me is all about maintaing the balance in life. By having a clear financial plan it can really help you maintain your health, wellness and personal life.
As a financial planner my main focus is to help people acheive their goals - both personal and finanical. My focus with every client is to find out their goals, dreams and fears - and then put a plan in place to help them get to where they want to be. I enjoy having the opportunity to help my clients reach their goals and the sense of empowerment it brings them. I am a member of the Financial Planning Association of Australia (FPA) and hold myself to the highest standards of doing the right thing by my clients.
At my previous employer, I was awarded the Bank SA Adelaide CBD Region 'Integrity Award' for the first half of 2018 which was a proud moment to be recognised for doing the right thing by my clients.
Personally I enjoy spending time with friends and family, health and fitness, sport, yoga and meditation, reading, good food, making cocktails, and of course travelling the world. I have a passion for mental health and helping people with improving their lives, positive living and dealing with challenges such as anxiety, depression and the fear of failure. Please feel free to visit my wellness blog at www.wellnessofhealth.com
I can tailor my fee structure to help provide you with the level of service that you require
Stefan has been helpful in educating me with regard to financial matters and how to read financial statements and keeping me informed about progress with investments. Hi social manner is excellent and I have every confidence in his advice.
Stefan took the time necessary to make my wife and I completely understand all the aspects of protection and superannuation in Australia. We would highly recommend anyone to meet with him to ensure both subjects are clear and optimised. Stefan tailored his solution to our complex profile to put us in an extremely comfortable position.
Very Knowledgeable and friendly
Stefan made me feel extremely comfortable and made sure everything he suggested for me was in my best interest. I would recommend Stefan to anyone as he made me feel confident with my plans for the future.
My partner and I are using Stefan to assist us in growing our superannuation for the future, whilst ensuring we are protected as well. He listens to what is important to us in the insurance and risk space and tailors advice to suit our needs.
- Adviser status Silver
- Number of reviews 6
- First year providing advice 2016
- Years of experience 6
- Master of Financial Planning
Calder Wealth ManagementSuite 2, 15 King William Rd
Unley, SA 5061
- 7:00am – 4:00pm Friday
- 7:00am – 6:00pm Monday – Thursday
Consultum Financial Advisers Pty Ltd