Professional Newcastle Financial Advisors

Jace is amazing. Highly recommended

Paul was extremely helpful in looking after my retirement planning. Was clear in explaining the process and expectations of the plan and investments. Highly recommend..

Would totally recommend Jace for advice on financial planning. He took the time to answer our questions and prepared a plan to take me into requirement. Very professional, polite and understanding to requirements and needs.

I can’t recommend Paul highly enough! With his advice, we were able to put things in place to maximize our finances and reduce debts. Paul always took the time to talk to us and answer any questions we had, even giving up a lot of his time on a Sunday to help us through a financial problem that arose. We feel that Paul really values us, and it’s reassuring for us to know that our finances are in safe hands. Thank you, Paul!

Met with Paul for my annual review and was extremely happy with the performance of my fund over the past 12 months. Paul always explains everything in a language that is easy to understand and I have full confidence in his ongoing financial advice.

We’ve been working with Paul for over five years now, and we couldn’t be more pleased with the service and guidance we’ve received. As financial novices, Paul has provided us with clear, practical, and knowledgeable advice that has allowed us to make informed decisions about our financial future. What stands out the most is the way he has equipped us with the right tools and information to align our financial strategies with our long-term goals. Paul has a wonderful ability to break down complex financial matters, making them easy to understand and apply to our unique circumstances. Beyond just providing advice, Paul has been a great source of reassurance, helping us feel confident and secure in the steps we’re taking to plan for the future. Whether it’s superannuation, insurances policies, or retirement planning, we always feel well-informed and supported. If you’re looking for a financial advisor who is not only highly skilled but genuinely cares about your financial wellbeing, we highly recommend Paul.

Jace has provided fantastic service for my partner & I. He has helped us plan and understand what we should be doing with our finances. We highly recommend him.

We have recently engaged Jace to assist us with Retirement planning and Insurance. It has been a very positive experience. Jace has provided clear and detailed advice. Highly recommend.

Thank you again Jace for providing us with clear options, trusted advice and guidance. Always feel safe in your hands.

Jace is excellent at his profession and explains all aspects of his advice

Just a very nice guy who knows his stuff. He has helped us immensely with his knowledge and advice. Breaks things down to an easy format for when things seem a bit complicated. Would absolutely recommend him to anyone who needs financial advice in future proofing your affairs. He doesn’t push you but guides you gently in the direction that’s right for you.

Jace at Steel Lake Advisory Services was incredibly knowledgeable and attentive, guiding me & my partner through each step of our financial plans with clarity and confidence. His financial advice was insightful and tailored to our needs, making a real difference—an exceptional experience I highly recommend!

Jace and the team are very knowledgeable, happy to help in anyway possible and really go that extra step. He explains things in a very easy way to understand and ensures your confident in that area before moving on. Helping me put a plan in place for a comfortable retirement. Highly recommend to anyone needing financial advice/ planning. Broad and thorough knowledge and happy to discuss different strategies.

Jace has been very helpful setting up our super when we closed our SMSF. He is very easy to chat to and makes sensible suggestions. Would recommend him to anyone trying to navigate the retirement process, he explains things well and is very responsive and competent

Brilliant man. Brilliant advice. Brilliant service. Jace took the time to explain every aspect of my financial plan. I’m really thankful to have him helping me plan forward. Highly recommended.

Our family highly recommend Jace. He takes the time to explain everything he does for us. His management plans have been beneficial and we continue to rely on him for our financial advice .

Jace Cordell has been guiding and providing us with valuable assistance with our superannuation and financial planning needs for many years. Mark and I are very grateful for his assistance. Jace has allowed us to build wealth on various platforms in preparation for retirement. He is reliable and keeps abreast of the changes in industry to ensure we are getting the best outcome. Jace has listened to our needs in accordance with our risk strategy and devised and implemented plans that we are comfortable with. He is easy to contact and always returns emails or calls in a very timely manner. We are now in a position to take our foot off the crazy work pedal and begin initiating some different strategies as we creep towards fully retiring. This process is one which we are very comfortable and safe with. Jace most importantly can explain effectively the options in terms that we can understand as we are working in entirely different industries! This has ensured that we are well informed of our choices and options. I have referred Jace to a friend which has been a positive step for her to also gain solid and helpful advice to strategise financial planning.

Jace had provided fantastic service so far. He has taken extra steps to guide us through our finances, securing our financial future and that of our children. Highly recommend Jace to those who wish to reduce their debt and secure their financial future!

We highly recommend Jace Cordell for all your financial advice. He is always approachable, very helpful, and offers good honest advice. Jace explains things clearly and makes sure you understand everything before moving on. Jace is easy to contact and always returns our emails and calls.

Recently had our Retirement strategy reviewed by Jace Cordell at Steel Lake Advisory Warners Bay. We were extremely happy with the outcome. Jace has a really nice relaxed manner explains things clearly and has a no pressure approach would happily recommend him. Rob & Sue Walker

I would highly recommend Jace as a financial advisor. He has developed us a plan that he was able to explain to us thoroughly. We have spoken to others who we felt were trying to “sell” us their services. But with Jace I feel we get good honest advice.

Jace offers sound financial advice that has helped us through a very difficult change in life transitioning to retirement. He has a great way of simplifying financial strategies with knowledgeable and honest communication.

We continue to trust that Jace has our best interests in assisting us to reach our financial goals and to build wealth for our future. We continue to work with Jace to help us achieve our financial goals and look forward to a comfortable retiremement.

I would highly recommend Jace. Jace’s advice is well considered, clear and concise and my wife and I leave each appointment feeling more in control of our finances and future. Jace has helped us map out a plan that will afford us financial freedom. We can’t thank him enough for his ongoing support.

Brilliant advice – always value Jace’s financial know-how

Jace is a great (financial) advisor! Understandable and concise advice. We now have a clear plan for our retirement years. We highly recommend his services.

Jace has been great help to me getting the best prices for personal insurances, sorting out budget plans and even investment plans. Would highly recommend.

Jace brings his expertise and understanding of financial planning into simple terms through diagrams and discussion. He has given me more confidence knowing that my future is secure moving forward. Jace really cares about giving me the best advice to secure my future. It is especially important to be able to trust in the information given, and this is evident with my relationship with Jace that this occurs.

Jace at Steel Lake is wonderful Explains everything and willing to spend the time with us he is so kind and patient and I trust him for sure

Jace is an extremely approachable, friendly guy. We felt at ease with him the first time we met him. We believe that he offers good advice and listens to what we are wanting and works with that. He is patient and explains things really well with all his drawings and little pen on ipad. I highly recommend Jace for all your financial advice

Bloody excellent – clear, patient and a pleasure

We highly recommend Jace to anyone looking for financial advice. After having used Jace’s services 5 years ago, we recently reached out to him when we had an unexpected financial issue. He was calm, kind and reassuring. He discussed all our options with us and helped us to make financial decisions in a stressful time. Thank you Jace!

Always great advice!

Jace has a great knowledge of finance & really listens to what you want, he explains ideas very clearly & always makes himself available

Jace has been amazing, he explains everything in a way that makes sense without all the jargon and has provided us with a clear plan for the future. We would highly recommend Jace to anyone.

Getting advice has been on my ‘to do’ list but I had put it off for a long time as I had not felt comfortable talking to someone new about concepts that are definitely not my wheelhouse. Jace was very relaxed and welcoming, and explained things in a way that was easy for me and my partner to understand. We feel like we are in a safe pair of hands!

Jace was recommended to me by a colleague and I’m so glad we met with him. Jace helped us with budgeting and cashflow, along with setting up correct and adequate insurance which gives us peace of mind knowing we are protected. The way Jace explains things is easy to understand and we always leave the meetings feeling empowered. Book that appointment!

Jace’s advice from Steel Lake Advisory Services has always been tailored in a way that we can understand, reflects a deep knowledge of the financial markets and following completion of our meetings we always feel reassured. Any documentation is always accurate and prompt. We have no hesitation in recommending Steel Lakes Services to others.

Jace has recently updated our advice based on a positive change in circumstances. He once again demonstrated his deep knowledge of the financial sector whilst explaining in laymans terms the intent. Could not be happier.

Great Service from Jace at Steel Lake

Jace and the team have provided us with advice regarding our insurance and Self-Managed Super Fund over the last 6 years. We have always felt his advice aligned with our goals and his ability to explain complex strategies in simple terms allowed us to proceed with confidence.

Jace is on the same page as us and completely genuine. He has a great way of explaining things and understands our needs. Ron and Belinda.

We have been very impressed with Jace, his advice and guidance has been invaluable as we transition into retirement. We have had some challenging questions and he has always been able to provide responses that are informed and phrased in a way that we understood. We have no hesitation in recommending Steel Lake Advisory Services.

We found Jace to be very helpful with our personal financial requirements. Jace explains every facet of our retirement requirements. putting any concerns to bed. we would highly recommend Steel Lake Advisory Services.

Jace has been a fantastic help. He is knowledgeable and approachable. We had to move our apt. a few times and they were flexible to suit our requirements. I would happily use their services again.

Jace is extremely knowledgeable. We have been able to discuss aspects of our financial situation, and Jace could offer products and advice in an easily understandable and relatable manner.

Jace and the team at Steel Lake have been a great source of knowledge regarding our superannuation and insurances. The advice received has helped us get our finances on track and working toward our goals. Ben and Jess

Jace is an excellent financial adviser who is open with communication and is dedicated to providing the best service. We have been working with Jace for years now and he is always so helpful and knowledgeable. He is fabulous to work with and has helped us out immensely.

Jace was more than helping with knowledge and advice. Jace has me heading to retirement very happy and content. Jace has put in train a number of options that will lead into retirement and beyond.

Jace has always given me clear and expert advice. I feel very confident that my financial future is in safe hands thanks to him. Would highly recommended to anyone needing honest, respectful and easy to understand advice 😊

Having never used this type of service before I was surprised how easy Jace made it. I have a plan for my financial future now along with a long overdue and much needed overhaul of my Super and personal insurances.

Great service. Really respectful – we feel very confident with the advice given. Jace is fantastic

Great service! We’ve worked with the same financial advisor for the past 5 years. We’ve learned and gained so much from them, due to their dedication and expertise.

Jace was on time, very thorough and professional. He took the time needed to explain every relevant aspect of his financial plan to my wife and myself. We have full confidence in Jace, and are now looking forward to a stress free retirement.

Very diligent and knowledgeable. Easy to talk to and very responsive. Nice team

Steel Lake Advisory Services provides a wealth of knowledge. Jace is responsive and able to explain complex concepts in a way that is easily understood. He provides a environment which makes it easy to ask any questions. Would definitely recommend him.

Jace cares about his clients he is open, honest and transparent. Jace will provide you with advice he truly feels will help you regardless of how you feel about the advice. He doesn’t give you what you want to hear, he just gives you sound advice and backs it up with research and knowledge. Well worth your time and effort just give him a try.

Jace is exceptional. He explains everything so well and is always happy to answer any questions and clarify things if you are not sure. He has made a huge impact on how my retirement plan looks!!! I couldn’t recommend him enough.

Great service Knowledgeable staff

Jace and the team at Steel Lake have been a great source of knowledge regarding our investment plans and insurances. The advice received has helped us get our finances on track and moving closer to our goals.

Closer to retirement thanks to the professional advice from Jace. He explains things in a language that I can understand and relate to. Friendly and informative. Yes I would highly recommend his service to others.

Jace was recommended to us by our mortgage broker and we could not be happier. Jace has been very understanding of our situation and has provided us with good advise and feedback. We are looking forward to continuing with Jace for our financial advice.

Jace is very customer focused, goes out of his way to help you with anything you may need. Very knowledgeable in his field.

Excellent communication from Jace on his solid reasoning for altering our investment in retirement due to the changed market situation. As always happy to rely on his professional knowledge and am very comfortable following his advice. I was referred to Jace by a colleague and I continue to recommend him to anyone around our age already in or contemplating retirement.

My husband and I are very happy to have been referred to Jace Cordell of Steel Lake Advisory Services. We have found him to be a very knowledgeable, reliable, thorough professional. He took the time to properly listen to our individual situation and provide us with options about what would best suit us going forward. He was happy to clearly explain anything we were unsure about, and was always easily contactable. I have already recommended him to my own family members.

I cant recommend Jace and the team at FinChoice enough. After getting in contact with Jace he has got my super on track, my life insurance and income protection setup and most importantly helped set out a plan for us to reach our financial goals and aim to retire early. No problem is ever to big or question to small. We look forward to the years ahead with Jace and cant thank him enough for his effort and advice.

Went to FinChoice for advice on how to invest my superannuation when I retire. Jace Cordell advise was excellent. He provide all the pay-out information from my various superannuation schemes then projected my income stream and account balances for the next 30 years using different scenarios depending on the investment options that are available. He explained all the options clearly and the risks involved. His service and advice is truly 5 star.