Becoming A Client
How to
Our aim is to be able to continue to provide the best advice in Western Australia for a selected group of clients either in person and or online. However, this takes time and energy.
OUR APPROACH
We further seek to build long term relationships with our existing clients to get a better understanding about their passion, their interest and what drive them.
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To achieve this we have limited our network of clients & their families to 60 for the 2021-2022 financial year.
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Unfortunately this means that there are limited new client spots available. We have to be selective as our time is limited.
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For this reason we are not able to assist anymore in once off, ad-hoc and or product placement advice.
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Our current appointment waiting times for Mick Steffan is 4 weeks.
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If you feel that you are ready to take that next step and enlist the help of a professional and experienced independent adviser with your long financial planning goals, you have come to the right place.
Get in touch and tell us your story, today!
Our Services
Our main areas of expertise are in the lead up to and throughout retirement. Including but not limited to:
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* Comprehensive retirement income strategies incorporating
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maximising benefits while reducing cost
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minimising tax for you and your family
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informed investment risk approach
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maximising age pension eligibility and benefits
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detailed planning of how funds are distributed when you die
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* Comprehensive pre-retirement strategies incorporating
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forward planning of current and future retirement expenditure
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optimising net tax position to boost savings capacity
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informed investment risk approach to strategies and investments
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entity tax planning and income splitting strategies through superannuation and trusts
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detailed analysis on whether and how to retain or sell the family farm
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suitability and cost analysis of Self Managed Superannuation and other retail and industry funds
We'd love to hear from you
Here are some ways you can contact us:
In Person
58 Hillview Drive, Drummond Cove, WA 6532
Online
Send us a message via the live chat located at the bottom right of each page
Over the Phone
Your dream life is just a phone call away.
Call us now on 0466414321
Clients Testimonials
WHAT PEOPLE SAY
Leaves all other financial advisers behind with great advice, tailored to the client. Makes it easy and you can have great confidence in the services offered.
—Peter Mountford