Legal Services

Most people need quality legal advice at some point in time.

Through our arrangement with McMasters Lo Andrawis (MLA) Lawyers, we can assist you to obtain quality advice on all of the common areas of need. This includes things like wills, general powers of attorney, medical powers of attorney, co-ownership agreements, contracts, etc. All services are provided with Einstein’s principle in mind: things should be as simple as possible – but no simpler.

MLA Lawyers are also experts on legal structures to ensure optimal business planning, investment planning, asset protection and succession planning. They also specialise in advising on things like loan contracts, guarantees and other aspects of helping other people you know meet their own financial objectives. And if you find yourself in some form of dispute, they can help out here as well.

It makes sense to get your financial adviser to organise these services for you. By getting us to talk directly with your legal advisers you ensure that those legal advisers completely understand the financial aims their advice is designed to meet.  And because we have an ongoing arrangement with MLA Lawyers, you can be sure that the work will be done as efficiently as possible.

What’s more, MLA Lawyers specialise in working in conjunction with financial advisers. They do this all day, every day. This means that the financial impact of their advice – and whether it complements your existing financial plan – is always at the forefront of their thinking.

Mick Steffan

Director and Financial Planner

Mick has been in the financial Industry since 1994 and has been giving financial advice to clients and businesses in Geraldton and the Midwest since 1999.

His advice to clients commenced as an authorised representative of Garvan Financial Planning (MLC) at Norm Jupp Financial Services, followed by the start up of his own business, Lifecare Financial Planning which resulted in a partnership with Dave Moustaka of Lifetime Financial Planning. However, in 2004 Mick returned to Norm Jupp Financial Services as senior adviser and business manager.

Besides giving financial planning advice Mick was also active in advising businesses with business planning, development and support. Some of the Geraldton businesses you may be familiar with are: Sunwest Plumbing, S&R Plumbing and Gas, and Joe Sadowski Financial Planning.

After work, Mick was active in a number of volunteer organisations including the Geraldton Volunteer Sea Rescue (training and support), the Geraldton Windsurfing Club (president and treasurer), the Coronation Windfarm and the workgroups of beautifying Coronation Beach and Point Moore.

Mick Steffan is an authorised representative (243608) of (AFSL ).

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