Office 0488 660 649
Fax 02 6239 4218
Monday - Friday: 9:00am - 5:00pm
After hours by appointment
Every successful person has a coach or mentor, from sports people to people in business. There's no reason why you can't have one too.
I can work with you to help realise your financial possibilities and achieve your goals sooner while making sure your lifestyle is fully protected along the way.
Even if you're pretty financially savvy… it's a rare person who wouldn't want an expert on hand to help you get ahead and make the most of your money – all while taking care of the grunt work!
I have been working in the financial planning industry since 2007, with previous experience working for two of the big four banks and a global bank.
Prior to moving to Financial Planning I also worked as an Accountant for 2 years, so my experience in the financial services industry is solid.
The reason I wanted to become a Financial Adviser was to help people achieve their financial and lifestyle goals. It gives me a sense of fulfillment when I see someone reach a goal that they may not have thought was possible.
Throughout my career I have worked with clients from all walks of life, from high net worth individuals looking to build and protect their wealth, to mums and dads looking to secure their family's financial future.
Married with a young son, I can relate to the desire to strive for financial security and make sure my family is protected should the unexpected happen.
With experience in all areas of financial planning, I have a particular interest in retirement planning, superannuation and risk protection.
Bachelor of Commerce (Accounting)
Diploma of Financial Services (Financial Planning)
Associate Member of CPA Australia
Member of Association of Financial Advisers
Talk to me about:
Nobody wants to think about insurance until they actually need it… but by then it could be too late. I will review your current insurance strategy and determine whether it is appropriate, or if you are in need of further cover.
Investment planning & wealth creation
I will help you identify personal goals you wish to achieve and understand how much risk you are comfortable with. We'll then build a portfolio of investments that are best suited to your goals.
Superannuation & rollover advice
Super may be designed for retirement, but it's your money and you have complete control over it today. I'll help you discover super strategies to make sure you're making the most of this valuable resource.
We all look forward to hanging up our work boots, and a quality lifestyle in retirement is possible with a bit of forward planning. Together we'll look at strategies to make sure your nest egg lasts through retirement.
Managing your cashflow is key to a successful financial plan. You'll need money to fund your goals, as well as a road map that sets out how you can build the savings you need. My service combines expert advice with a personal cashflow management and budgeting solution - Mortgage Choice MoneyTrack - to keep you on the right financial track.
"I would like to give a testimonial to Steve Wang to show my appreciation to him for all the effort he has given for my retirement planning, and other investments, the ethics and hard work is always much appreciated by myself. I would recommend Steve anytime.
Thank you very much."
Robyn - Financial Planning
"I first met Steve when he became my financial adviser while he worked for my financial institution. Much to my disappointment he eventually left for bigger and better things. Having experienced his great service, I no longer found dealing with other advisers satisfactory. Since bumping into him and finding out he had his own setup, I was happy to jump on board. I have always found Steve to be very passionate about the ins and outs of the financial world, which has been displayed in the quality of work he’s produced for me. My finances reflected the outcome I needed and I recommend his services to anyone who is looking for professional guidance in their finances.
Lucia - Financial Planning
"We have known Steve Wang for some years now. He was our Financial Planner previously with another organisation. We actually sought him out so as to continue our relationship with him.
Steve has always taken the time to listen to us. This is something that previous advisers we had seen had failed to do. We feel very comfortable when talking with Steve and we really feel that he has “our” best interests at heart.
Steve follows up very well. So much of our previous experiences with financial advisers have been the constant waiting on a plan or implementation of a plan, the promises not being kept and the difficulty in being able to meet. As clients we expect prompt, timely service and reasonable availability. With Steve, that is what we receive.
Steve seems to have a really solid understanding of the issues affecting economic trends and those in particular that may support or impact upon our investments. We have a sound investment strategy now and because of Steve we are confident that we will survive in our retirement despite the possibility of some negative returns along the way.
We are conservative at this time in our lives and having proper financial advice is crucial for us.
I worked in the finance industry for some 38 years and my wife was a senior manager in both the private and public sector for a similar period. We therefore do understand finance quite well. What Steve has done for us however is provide us with the understanding of the investment strategy that we needed. Without him, we could easily have made mistakes that possibly could have meant us having to return to work.
We have recommended Steve to friends and family and we will continue to recommend him without hesitation."
Ian and Janine - Financial Planning
Bundanoon , NSW
"Steve has been my financial adviser for many years. His strategy for my retirement is sound and it has delivered great result.
I would highly recommend him to anyone who needs advise for their retirement and investment."
Paul - Financial Planning
"Steve Wang has been my financial adviser since November, 2011. At that time I was totally uninformed when it came to investments, share markets, annuities and the like. He was very patient and explained clearly to me how my money would be managed, and what results I could anticipate receiving from those investments. It also included investing money left to my grandchildren by my mother. Over the course of the years, he has kept me well informed and updated on what is happening in the market with emails, press released information, and the like, and of course, with excellent advice. He has been very patient and I am now far more aware of the movements in my investments. When the rules changed, he was right there with the solution of an annuity, something that I now recommend to all my contemporaries. I have achieved good returns, far better than I would have expected, and at the same time I know my funds are safe. Steve is always available for discussion, verbal and written, and has given of his own time to visit me at home when I was unable to attend his office. I would recommend him to anyone seeking a good, honest and knowledgeable financial planner."
Rita - Financial Planning
"My husband and I have been clients of Steve Wang since he worked at the Commonwealth Bank, which must have been 12 years ago. We moved to the next bank where he was employed and then moved to Mortgage Choice so that he could continue to look after our affairs and guide us though the journey of investments and supersnnuation. We have the gretatest faith in Steve and really appreciate the work and effort he has exhibited in caring for our needs. He has gone beyond expectations in a number of ways in sorting out problems we have had and has now achieved a very satisfactory result for us. We have had no hesitation in encouraging two of our children to seek Steve's assistance and they are very happy with the results he has achieved for them both We would have no hesitation in recommending Steve to anyone requiring assistance in this field of business. "
Neryl and Pat - Financial Planning
Latham , ACT
"Steve Wang Has been our financial adviser for about 10 years. He has guided us moving from the work force into retirement and we have been happy with the service he has provided. We have always found him to be helpful and friendly and happy to explain situations that we do not totally understand.
We are happy to recommend steve to anyone who require financial advice. "
B.W and T.W - Financial Planning
Holt , ACT
Handy tools to help manage your money
Savings made easy
Estimate how much you are spending every year on the little items, and how much you could save by finding alternatives!