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Glen, 46 - 55 years, Kellyville, NSW
"I found that Steve had a thorough knowledge of the financial options I required and was easily able to communicate and explain those options to me."
- Superannuation
- Insurance Protection
- Retirement & Pension
Leigh, 35 - 45 years, Neutral Bay, NSW
"Where do I start with Mr Clarke, We started out 12 years ago in an office and joined by a trusted friend and to this day I still thank my friend for introducing me to Steve. He has held my hand and guided me through some tough financial decisions and every time we came out on top. Nothing is ever too hard for him. Steve is the most polite and caring guy but also so darn savvy in his craft knowing the law and how to maximise your leverage to gain the best possible results. I have personally referred him to several friends and they too have the same positive thoughts about him. As said nothing is too hard for him and if he is unsure he won't be shy in saying he will find out, and that he does. In the past years my profit lines have dramatically increased and that is all because of his expertise and experience in the market. He is a true master of his craft and very polite and calming to talk to. When I was referred to him I was unsure at first but I look back now and know it was the best decision to go with him and his team, he is a true asset to your investments and money."
- Government Assistance
- Superannuation
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Shares & Investments
- Redundancy
- Cashflow & Income
- Complex Investments
- Socially Responsible
- Small Business Advice
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting
Marion, 65+ years, Bella Vista, NSW
"I find Steve friendly and professional and always available to help and explain details of my portfolio He respects my opinions and goals. To date my profit margin has increased and I’m extremely pleased with the outcome His team is helpful professional and a pleasure to deal with."
- Superannuation
- Retirement & Pension
- Self Managed SuperFunds
- Shares & Investments
- Cashflow & Income
- Tax Strategies
Rick, 35 - 45 years, Bella Vista, NSW
"Steve has been incredibly supportive and knowledgeable throughout our financial journey. He’s helped us gain clarity around our retirement plans, offered valuable investment advice, and made sure our family is well protected with the right insurances. It’s a huge comfort knowing we have a clear plan and someone we trust guiding us.
He’s approachable, easy to talk to, and always provides honest, straightforward advice. Steve takes the time to understand what matters most to us and explains everything in a way that’s easy to follow. It’s clear he genuinely cares and brings a wealth of experience, which makes a big difference when making important financial decisions.
If you’re looking for a financial adviser who genuinely cares and makes the whole process feel simple and stress-free, Steve is the one to call."
- Superannuation
- Insurance Protection
- Retirement & Pension
- Shares & Investments
- Complex Investments
- Tax Strategies
- Growing Assets
- Wills & Estates
Phil, 65+ years, Kurrajong, NSW
"Steve has been so helpful in getting us on the right track for retirement, wish we had meet years earlier. Sometimes the advise is not what you want to hear but as time goes by you realise that he was right. Any questions you have are always answered quickly, and this applies to the fantastic staff that are his backup."
- Superannuation
- Retirement & Pension
Harry, 65+ years, Glenorie, NSW
"Steve is very personal, open to ' any' questions. At a Macro level he teases out what we were looking for and fully explains the level of risk/return that would be involved. He provided many examples in a clear precise manner which not only gave us more understanding of the subject, but much confidence in his approach. The Constellation Financial Planning Organisation work as a Team, and present that each are motivated working towards the company's visions, immediately stepping in when Steve has had to take a call. Any documentation that Steve has said he would provide is always promptly / clearly at handover. A very important feature of the company's strategy is to provide progress results of how the Financial World is travelling, and how this is, or may, impact on the features of your financial plan. This may be carried out by a phone call from Steve, or at a nominated office meeting, but is very reassuring. In summary we consider Constellation to be a highly professional organisation and certainly would recommend them to anyone."
- Superannuation
- Retirement & Pension
- Self Managed SuperFunds
- Shares & Investments
- Cashflow & Income
- Growing Assets
Helen, 46 - 55 years, Casula, NSW
"Steve has been advising us and looking after us for 8 years and our finances keep getting stronger."
- Superannuation
- Insurance Protection
- Shares & Investments
Vincent, 65+ years, Glenwood, QLD
"Steve's qualifications say it all, he looks after my investment just like a relative."
- Government Assistance
- Superannuation
- Retirement & Pension
- Shares & Investments
- Cashflow & Income
- Socially Responsible
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting
Kylie, 46 - 55 years, Brighton East, VIC
"Steve is a compassionate, professional, knowledgeable, ethical, and determined expert. He took the time to get to know me, my circumstances, and my dreams for my family so I could plan accordingly. I feel I can relax and do what I do well as he does what he does well, and, in that sense, it is a partnership where I matter; I am not merely a number or a payment as I have experienced previously. I love the feeling of having a team dedicated to working with me, with Steve as a leader."
- Superannuation
- Insurance Protection
- Cashflow & Income
- Socially Responsible
Helen, 56 - 65 years, Cranebrook, NSW
"I was initially recommended Constellation Financial through a friend of mine through recommendations on my face book page. I had three or four recommendations once I had done my research from the advice of my friends one stood out Constellation Finances. We needed someone to come to us to suit our time schedules. Steve came out and listened to our needs and begun to collate the information into a plan. One year fast forward and we are very, very happy with Constellation Financial Planning. When we need additional advice on properties and our plan Steve and his team are very prompt in getting back to us whether via email or phone call. I would gladly recommend Steve and his team to anyone."
- Superannuation
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Shares & Investments
- Property Investment
- Cashflow & Income
Andrew, 56 - 65 years, Oakhurst, NSW
"Great understanding of our ever-changing situation, providing great advice and giving us a great level of comfort for our future."
- Superannuation
- Retirement & Pension
- Growing Assets
My clients have reviewed me based on the following areas of advice
- Government Assistance
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Margin Lending
- Shares & Investments
- Redundancy
- Property Investment
- Cashflow & Income
- Complex Investments
- Socially Responsible
- Small Business Advice
- Borrowing
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting