Get started & set up your family
You want to buy your dream home, expand your family and grow your wealth.
Professional Financial Advisors in Newcastle —
Helping You Reach Your Potential
Are you looking for a reputable financial advisor in Newcastle? Our expert team can provide dependable advice to help you manage, grow, and protect your wealth.
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.
How can we help?
Our financial planners work across Newcastle, Lake Macquarie, and beyond to assist people in planning secure financial futures for themselves and their families. Whether you’re looking to maximise your superannuation and prepare for retirement or you’re after dependable investment advice to help grow your wealth and pursue your future goals, our team can help.
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 help people with financial planning across Newcastle and beyond. Our team can develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a tax-effective investment vehicle that Australians use to build wealth for their retirements. It’s important to have the right fund and investment strategy to achieve the best retirement outcome.
Superannuation Advice
Investments
We can educate you on different investment options, their risks versus returns, and the importance of diversification in your portfolio. We will work with you to determine an investment strategy that suits you and will help you implement our advice afterwards.
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
At Steel Lake Advisory Services, we believe that insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
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 and 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 — Our Founder and Chief Financial Advisor
Our Principal and Senior Financial Advisor, Jace Cordell, established this financial planning and advice business in 2015. His 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. Jace can work with you to tailor a suitable plan to best utilise your resources and achieve your goals; whatever they may be.
When you work with us, you’ll receive personalised service and advice from Jace Cordell. His clients know they have an honest financial advisor they can trust to always put their best interests first. Jace draws on his wealth of knowledge and experience to get the best outcomes whilst removing the jargon and focusing on what is most important to every individual and family.
5 Steps To Mastering Your Money
In this free ebook we share 5 important steps to help you be the boss of your money.
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Prepare for tomorrow; make the most of today.
Kind Words from Our Clients
Schedule an Appointment Today
If you’re looking for a knowledgeable financial advisor in Lake Macquarie or Newcastle, look no further than Steel Lake Advisory Services! Contact us today to schedule an appointment and allow our experienced team to help you carve out the financial future you deserve.
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