Who We Serve
Our Ideal Client Community
Our business' objective is to offer a one-stop-shop for those that pursue real financial freedom and those that want to be truly wealthy. We meet this objective by keeping our client community to a reasonable size and by serving a specific type of client only - the Financial Success Clients. This way we are 100% committed to delivering what we promise.
THE CLIENTS WE SERVE THE BEST ARE OVER 55 AND:
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ARE FINANCIAL DELEGATORS: Our community of clients appreciate and are happy to follow and work with the advice of a team of financial experts coordinated by Mick Steffan as the single Trusted Adviser. They also are happy to follow up any outstanding requirements in a reasonable time frame.
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ARE PASSIONATE ABOUT GOALS: Our clients realise that achieving their goals require both money and planning. Our community of Ideal Clients appreciates our commitment to pay close attention to all the financial details and proactively recommend the inevitable course corrections, as required, at least 3 times each year.
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ENJOY SIMPLICITY: Our clients enjoy the simplicity, freedom, and peace of mind that comes from having all their financial assets under the watchful eye of one single Trusted Independent Adviser who provides oversight, and coordinating all personal financial affairs.
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VALUE OUR WORK TOGETHER: Our clients appreciate advice and guidance. Due to the high level of client interaction and attention, our services only make sense for families who have accumulated more than $2,000,000 not including the value of their home, -or- has a family income of $250,000 per year.
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LIVE NEAR ONE OF OUR 2 OFFICES: For convenience, they live within 300 KM from Geraldton City or 150 KM from Margaret River.
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FOCUS ON WHAT’S IMPORTANT: Our clients delegate financial matters so they can focus their valuable time and energy on things in their life that are most important to them. Clients who appreciate an adviser who views their role as protecting financial assets, and the financial strategy, allowing clients to focus upon the things which matter most in life.
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THEY APPRECIATE THE CANDID THRUTH: Our clients want to hear the truth from us regarding their financial situation. No matter what. Clients who rely upon complete transparency from their adviser.
Is that not You yet?
We may be still able to help you! We currently have some extra capacity for clients that fit at least 3 of the above values. Just call Mick on 046 6414 321 to find out more.
Please note that, once we have a community of 50 clients who meet this profile, we will not be accepting any new clients. Thank you for your understanding.
"Mick has helped me set up and maintain a self-managed super fund, share portfolio, and insurances and we are in the process of organizing a will, I Have been with him for a few years now and he has made a great impact on my personal and future finances, He is very easy to deal with and makes his advice simple and easy to understand, With his help, I have a clear path for the future."
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- John Cullen, Kalbarri