Professional Newcastle Financial Advisors

After finding Steel Lake through a local internet search, with high positive rated reviews, we choose to meet and discuss our financial needs with them. We attended our initial appointment, with specific requirements, due to unexpected early retirement for a medical condition I have. Discussing & explaining our situation, we immediately felt comfortable and confident with the adviser, to move forward. Paul Wheeler listened to our needs and was empathetic towards our goals. Paul guided us through the whole process and has delivered us an extremely positive projection for our journey to early retirement and the future ahead of us, at the end our working life. We would highly recommend Steel Lake & Paul Wheeler, as an adviser you can trust. Paul & Maree

Jace and his team are knowledgeable, thorough, highly professional and organised. He’s not cheap but his services are excellent value for money. Your finances are likely to benefit by many mutiples of his fees and I highly recommend him.

I found Paul after retiring early and realizing I wouldn’t be able to manage my finances to ensure my wife and I can live comfortably as a self funded aged couple. Paul started with a full analysis of our goals, priorities and financial status 12 months ago. He has remained proactive in managing every step and has moved money into a SMSF trust and investments that suit our agreed risk profile. I feel very comfortable knowing Paul is managing our best interests.

We have been trusting Jace & his team with our financial advice for over a decade and each time we meet, we have everything explained fully in clear understandable terms. Jace takes the time to make sure our needs are being met and our best interests are forefront of his decisions. Highly recommend to anyone seeking solid independent advice

Jace and his team have helped me transition into retirement over the past 18 months. Jace explains himself clearly and his recommendations are easy to understand and follow. I would highly rate Jace and his team as very professional, proficient in their dealings to make your life comfortable.

We had the pleasure of working with Paul to organise our superannuation for retirement. He clearly articulated his proposed strategies and the rationale behind them, aimed at maximising our future returns. Additionally, Kristen, who managed all administrative tasks, was exceptional in her support. I highly recommend Steel Lake Advisory for financial planning and advice.

We recently had our annual check in with Jace to review our retirement plan, and once again it was a really positive experience. We revisited our goals, check in on the progress that we’d made in the past year. What I appreciate most is how approachable and thorough Jace is. He comes alive when talking numbers which I just love. Jace took the time to walk us through how things are tracking, explained the numbers clearly, and answered all our questions without making us feel rushed. We left feeling supported and not just like another client on the schedule. It’s reassuring to know I have Jace keeping an eye on my superannuation and helping us stay on track for retirement. I’d happily recommend Jace to anyone looking for ongoing financial advice particularly if you’re looking to start the next chapter of your life.

Just finished my meeting with Jace going through some of the last details before commencing retirement. Again, I was left confident in the advice Jace provided and now feel that everything is in place in the transition to retirement. Without the solid advice and plans, I don’t think I would be in the position I am in now without Jace`s expertise.

Jace provided fantastic advice for my wife and myself. His detailed and thorough approach was equally supported with a patient and clear explaination to us. Great care was taken to ensure that we were clear with the advice he suggested during every step of our meeting.

Jace and the Steel Lake Advisory team are exceptional financial advisors. As a small-business accountant, having independent specialists I can trust is critical, and I know every client I refer will be treated professionally, given clear advice, and genuinely looked after. Good people who do things the right way.