"Life's better when the Sun's out" will always be one of my favourite sayings, but as most people know I have recently merged my business with leading Gold Coast Advice Firm, Wahlstrom Financial Services.
Being part of a larger team (I am a Senior Adviser in a team of 5 Advisers and 11 Support staff), allows me to focus on developing the areas of advice that mean the most to my clients, as well as providing a more streamlined and efficient implementation and advice support service for an exceptional client experience.
If you're coming across my profile for the first time: I've been a qualified Financial Adviser for 10 years, and my extensive background in finance and property investment/development, as well as my SMSF and TPB accrediations enable me to provide well-rounded and holistic advice with practical strategies to help my clients achieve the type of financial success that just can't be learned solely from reading books.
No matter what stage you are in life, the road to success is always under construction, and sometimes you need to take a detour and embrace new beginnings.
I look forward to hearing your story and working with you towards making the financial impact you are seeking.
I have been a client of Steve's for 7 years. He has advised me in areas of self managed super funds, investment properties and stock market assets with the aim of being able to retire mortgage free. I am completely confident in Steve's advice, knowledge and expertise - and his being able to steer and keep me on track for my goals. He is a great listener and has been available when I require his attention and advice. I cannot rate him highly enough - he is a man of integrity who loves working with his clients to help them to achieve their goals - not his!
I find Steve really listen to your circumstances and provide advice accordingly. He is very professional in handling any question and always on the look out for your best interest in terms of paying less and making more profit available. He is definitely the financial adviser I would totally trust in handling my finance particularly in regards to superannuation and its utilisation. I totally recommend Steve Luman, his team and Sunlife financial advisory in handling financial management.
I am only a small investor however Steve always takes the time to sit with me and talk things through no matter how small. He is attentive, honest and reliable. He gives me clear guidance and understanding .... and speaks in language that can be understood rather than technical financial talk. I can see myself being a client of Steve's for as long as he will have me.
'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 me advice in areas including super, income protection, life and trauma insurance. Steve was 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 received Steve's full care and attention when I needed it
- Adviser status Silver
- Number of reviews 7
- First year providing advice 2012
- Years of experience 10
- Advanced Diploma of Financal Planning
Wahlstrom Financial Services Pty LtdGold Coast Financial Centre Level 5, 128 Bundall Rd
Bundall, QLD 4217
- 9:00am – 12:00pm Saturday
- 9:00am – 5:00pm Monday – Friday
Millennium3 Financial Services Pty Ltd