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Helping you reach your potential.

Financial advice to help you manage, grow and protect your wealth.
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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 & set up your family

You want to buy your dream home, expand your family and grow your wealth.

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

Insurance

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 .... 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

Went to Steel Lake 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.
Greg McKay
I cant recommend Jace and the team at Steel Lake 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.
Jeff Bridges
"Very happy with the advice Jace has given me. Would recommend to others for sure Thankyou "
Rob - 28 April 202146 - 55 years old
"I can't recommend Jace highly enough to anyone that doesn't understand the benefits of life, TPD and Income protection. Not only has he sorted this out but has also structured a way for us to retire 8-10 years faster than we ever thought we could. Strongly recommend Jace to anyone looking for Financial Advice."
David - 15 February 202135-45 years old
"Jace has helped Mark and I in organising our finances with view to retirement in the next few years. Jace has been very helpful in guiding and explaining the strategies and ensuring that we are comfortable and understand the pathway towards retirement. Jace has been able to still keep the contact through COVID through organising online meetings to keep us on track."
Jane - 21 December 202046-55 years old
"Jace is a wonderful financial planner, and person generally!, to have in your corner! He is incredibly approachable, understanding, knowledgeable and quick, and has been there for me as an essential advisor over many twists and turns (including divorce and the world’s biggest share crash! Covid 19). and despite my at times undisciplined spending! I don’t know where my finances would be without Jace’s expert and approachable guidance - he is excellent, and I would recommend him to anyone."
Jacquie - 23 April 202046-55 years old
"Jace was very informative and knowledgeable in all areas we needed assistance in. Getting our finances in order , providing assessment and organizing cover for all our income insurance needs and superannuation. He has been completely accessible throughout the whole process and very informative with all of our appointments and progress at each stage. Jace spent very generous amounts of time explaining his suggested solutions and made sure we fully understood all of the details of the products he was recommending. I would highly recommend Jace to anyone requiring the same financial advice."
Shannon - 30 July 202035-45 years old
"Jace has given myself and my partner advice in areas including loan products, self managed super funds and managing debt. Jace was able to explain things to us in a clear way. Through Jace's knowledge and experience, I we feel very confident that the advice given was right for our needs. We received Jace's full care and attention when we needed it. Jace overcame several obstacles with COVID restrictions and the demands of my profession. He was agile in approach without feeling pressured. Thank you."
Jeremiah - 20 July 202035-45 years old

Michael S
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
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
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
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
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.
Google rating score: 5 of 5, based on 5 reviews.

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Jace Cordell, Authorised Representative No. 1007040 and Newcastle and Lake Financial Planning Pty Ltd ABN 56602706810, trading as Steel Lake Advisory Services is a 
Corporate Authorised Representative (No 1007036) of Alliance Wealth Pty Ltd ABN 93 161 647 007 AFSL No 449221 www.centrepointalliance.com.au/aw

This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication. Whilst all care has been taken in the preparation of this material, it is based on our understanding of current regulatory requirements and laws at the publication date. As these laws are subject to change you should talk to an authorised adviser for the most up-to-date information. No warranty is given in respect of the information provided and accordingly neither Alliance Wealth not its related entities, employees or representatives accepts responsibility for any loss suffered by any person arising from reliance on this information.

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