Steve Clarke

"Steve was recommended to me by my nieces who have used his investment experience to grow their portfolio over the last 10 yrs. I am very happy with the friendly staff , I am a new Investor and so have lots of questions which all the staff have been happy to help me with. Also helped me fill out forms. Very happy."

"Steve is always friendly and professional. He takes the time to make sure I understand everything he presents and that I am making the right decisions for my financial goals. I know I am in safe hands with Steve."

"Steve is always very knowledgeable of the issues and strategies relevant to my situation. Our appointments are well planned and researched so that I avoid confusion and know what is feasible."

"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."

"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."

"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."

"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."

"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."

"Steve has been advising us and looking after us for 8 years and our finances keep getting stronger."