Get started & set up your family
You want to buy your dream home, expand your family and grow your wealth.
Helping you reach your potential.
Financial 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?
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 develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a tax effective vehicle for investments that are for the purpose of building wealth for your retirement. It’s important to have the right fund and investment strategy to achieve the best retirement outcome .... more
Investments
We can educate you on different investment options, the risks versus returns, and importance of diversification in your portfolio. We will work with you to determine an investment strategy that suits you, then can facilitate the implementation of the advice .... more
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 best utilise your resources, maximise government benefits, and minimise your tax liability .... more
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 .... more
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 .... more
Jace Cordell - Financial Advisor
Our Principal and Senior Financial Advisor, Jace Cordell, established the financial planning and advice business in 2015. His goal for Steel Lake Advisory Services is to provide transparent holistic financial advice that’s accessible to people 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 focussing 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.
We’re committed to your privacy. We may use this information you provide to us to contact you about our services. You may unsubscribe anytime.
Prepare for tomorrow, make the most of today.
Kind words from our clients
Michael S
8. December, 2021.
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.
Tony Gagovski
30. October, 2021.
Jace Cordell really took the time to help my wife and I with our future. Jace spent the time in understanding what we wanted to achieve in our life and developed an easy to understand pathway for us to get there. We found he clearly explained all our different options and really educated us in the various ways we could achieve what we wanted. Ultimately he delivered what a solution that suited our needs and now I definitely feel much more confident about our future.
Jeff Briggs
5. January, 2021.
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.
John Parkinson
17. December, 2020.
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.
Greg Mackay
8. December, 2020.
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.
Insights
Coming to terms with stagflation
First, we had to brush up our understanding of inflation and what it means for our hip pocket and our…
Market movements & review video - August 2022
Stay up to date with what’s happened in Australian markets over the past month. Rising inflation and interest rates remained…
Guide to aged care at home
As we get older, most of us want to remain independent and in our own home for as long as…
Your investing style - as unique as you
As interest rates start to increase after a lengthy period of historical lows, it’s a good time to think about…
A Will to give
As baby boomers shift into retirement, Australia is on the brink of the nation’s biggest ever intergenerational wealth transfer. Yet…
A super window of opportunity
New rules that came into force on July 1 will create opportunities for older Australians to boost their retirement savings…