About Me

Clients passionate about reaching their financial & lifestyle goals choose Stephen to tailor and manage their future superannuation & investment solutions. Stephen believes that through appropriate investments strategies, client education and communication that his clients are empowered to reach financial freedom.Stephen achieves this by first, listening to what the client wants and secondly, by crafting individual portfolio solutions for each client. Stephen has honed his expertise over the last 18 years while managing client portfolios that have seen their dreams come to fruition. Through continuing education and research, Stephen builds on his comprehensive knowledge to evolve innovative strategies that build success for his clients.Stephen believes in holistic financial planning and gives advice covering wealth accumulation, protection, transfer and management. Stephen is recognised as a Certified Financial Planner. He has also completed a Diploma in Applied Finance and a Bachelor of Economics.