About Me

Steven provides advice to a range of clients both in terms of their individual situation and the complexity of advice needed. We do not just help clients create, manage and protect wealth but aim to deliver a wholistic approach to your financial future. Steven also advises clients with regard to Ethical investment options. Our office is able to help create and maintain Self Managed Super Funds and provide clients with ongoing Centrelink assistance. All investment decisions are made with the involvement of the client as part of an inclusive process. We deliver clients individual attention with a commitment to ongoing personal service. Born and raised in Canada Steven has always had a love of the outdoors and Keeps fit as an avid trail runner. He also achieved the Chief Scout of Canada award in his youth. He is a CFA volunteer, Red Cross Blood donor and a volunteer working towards building an ice rink facility in Bendigo. He still enjoys a love of good wine from an earlier career in the wine industry. Our office would welcome enquiries from anyone wishing to improve their financial position.