Get started & set up your family
You want to buy your dream home, expand your family and begin wealth creation.
Professional Newcastle Financial Advisors
Helping You Reach Your Potential.
At Steel Lake Advisory Services, we understand that financial planning is about more than just managing money—it’s helping you manage, grow and protect your wealth.
As experienced financial planners in Newcastle, we help individuals and families take control of their financial future through personalised advice and proven strategies.
Stress Less. Take Control. Plan Ahead.
A financial plan is about more than just money; it’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.
It’s leaving a legacy for the next generation.
At Steel Lake Advisory Services, we help you get control of your money so you can live life on your terms.
Your Journey to Financial Freedom
Whether you’re planning for retirement, looking to create wealth, or seeking to protect your family’s financial future, our qualified financial advisers provide the expertise and guidance you need. We work closely with clients across Newcastle and Lake Macquarie to develop tailored financial advice strategies that align with their unique goals and circumstances.
Get started and set your family up for success
Build wealth and pursue your goals
Prepare for retirement and beyond
Maximise your Superannuation
Building the best outcome for Expatriates
What We Do
We measure our success through our clients’ achievements. Through personalised services and ongoing support, we help you navigate your financial plans with confidence. Whether you’re starting your wealth creation journey or planning for retirement, we’re here to help you make informed financial decisions. As trusted Newcastle financial planners, we offer a complete range of services.
Superannuation
We help you maximise your superannuation and create effective retirement planning strategies to ensure you can enjoy the lifestyle you envision. Our expertise includes navigating complex super schemes and providing specialist advice for self managed super funds.
Superannuation Advice
Investments & Weath Creation
Our experienced financial planners work with you to develop robust investment strategies, focusing on portfolio management and property investing that minimise financial risk and maximise your financial position.
Investment Advice
Retirement Planning
The sooner you start retirement planning, the better chance you have of achieving your goals. We can formulate a suitable retirement plan to help you best utilise your resources, maximise government benefits, and minimise your tax liabilities.
Retirement Advice
Insurance
We believe protecting your financial position is crucial. Through open and honest communication, our advisers help you understand and manage personal risks through carefully selected insurance solutions and risk management strategies.
Insurance Advice
Tax Minimisation
There are different strategies that may be appropriate for you to minimise your ongoing tax liability. We can work with you through different life stages to provide tax financial advice as part of your overall financial plan.
Tax Reduction Advice
Expatriates & Returning Australians
Whether you’re an Australian overseas or an expat in Australia, we are experienced in providing tailored advice around any tax challenges that need to be considered to achieve the best outcome for your future.
Expatriate Advice
Jace Cordell, Founder &
Chief Financial Advisor
Led by Jace Cordell, our Principal and Senior Financial Adviser, Steel Lake Advisory Services has been serving the Newcastle and Hunter communities since 2015. As qualified and experienced financial planners, we pride ourselves on open and honest communication, ensuring you understand every aspect of your financial strategy.
Our goal for Steel Lake Advisory Services is to provide transparent, holistic financial advice that Newcastle and Lake Macquarie residents can access at all life stages. Our team can work with you to tailor a suitable plan to best utilise your resources and achieve your goals, whatever they may be.
Get Started Today
Take the first step towards securing your financial future. Contact our Newcastle financial advisers for a consultation and discover how we can help you carve out the financial future you deserve.
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