• Steven Wong

A coach for your money!




Need expert financial advise? Talk to Steven Wong and the team in Brunswick for help with developing a financial plan tailored to your needs.

AR no: 000306708
CAR no: 000456694
Financial Services Guide


  • Office 0408 475 225
  • Fax 03 9021 9900
  • Open Hours
  • 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!

Professional Experience

Providing Financial Advice has been my career since graduating from Deakin University in 2005 where I studied a Bachelor of Commerce majoring in Financial Planning. With over 12 years of industry experience, I continue to expand my Financial Planning knowledge and skills through ongoing personal development and training courses. The end result is providing quality, objective and unbiased advice to my clients.

Having seen close friends go through financial hardship and the difference that getting the right financial advice can make, I am an extremely passionate and strong believer of planning sooner rather than later when it comes to goal setting.

It's rewarding to see the end result of a financial plan and knowing that I have made a positive change to my clients' lives. My goal is to support and build long-term relationships with my clients and ensure they are given the best possibly opportunity to achieving their goals.

In my spare time, I enjoy the outdoors, spending quality time with family and friends whilst keeping healthy.

I look forward to working with you and supporting my local community.


Professional qualifications

  • Bachelor of Commerce (Financial Planning)
  • Diploma of Financial Services

Talk to me about:

  • Personal insurance

    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.

  • Retirement planning

    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.

  • Cashflow coaching

    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.

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!


Save more money


Retirement income calculator

Use our free calculator powered by Investfit(TM) to see what income you could expect in your retirement.


Retirement calculator


Choose your own path

How well are you covered - insurance wise - should something unexpected happen to you? Use this tool to find out.


Choose your own path


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Contact us today.


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