1300778819
mail@steellake.com.au
Facebook Linkedin Instagram
Schedule an appointment

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.
Schedule an appointment

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 & set up your family

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

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.

About Us

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.

Get in touch with us

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

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.

Contact Us

Insights

Estate planning gives you a final say

Estate planning gives you a final say

Planning for what happens when you pass away or become incapacitated is an important way of protecting those you care…
Insuring against loss of income

Insuring against loss of income

Protecting income from unexpected illness and injury is particularly important to anyone with a mortgage to service, small business owners…
Clean out the cobwebs and freshen up your professional and personal life

Clean out the cobwebs and freshen up your professional and personal life

As the seasons change and the air fills with the promise of renewal, it’s the perfect time to have a…
Holidaying off the tourist trail

Holidaying off the tourist trail

When we dream of an overseas holiday, our minds often drift to iconic landmarks, bustling cities, and well-trodden tourist paths.…
Market movements and review video – September 2024

Market movements and review video – September 2024

Stay up to date with what’s happened in Australian markets over the past month. Global stock markets – including the…
How do retirement income options compare?

How do retirement income options compare?

Retirement is filled with opportunities and choices. There’s the time to travel more, work on long-delayed personal projects or volunteer…
Read more

View our latest newsletter and register to receive the latest financial and lifestyle articles.

View Newsletter
Register Now
Get in Touch
Call 1300778819
Face-to-Face and Online Meetings Available

Suite 13, 478 The Esplanade, Warners Bay NSW 2282
Operating Hours

Mon - Fri: 9am - 5pm
After hours available by appointment
Facebook-f Linkedin-in Instagram
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.

Wordpress website by Advant

Jane Brown

Head Accountant

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam pharetra aliquet ligula in volutpat. Aenean laoreet leo massa, non laoreet ante imperdiet ut.

Aliquam imperdiet pellentesque eleifend. Proin feugiat nulla eget nunc dapibus, at aliquet dui interdum. Cras porttitor ultrices volutpat. Orci varius natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus.

Morbi eu est velit. Sed pulvinar mi ac congue euismod. Aliquam erat volutpat. Aliquam et cursus dui, ut mollis tortor. Donec eget eros eget nunc accumsan congue sed in orci. Vivamus quam nunc, egestas non dapibus non, aliquet vitae dui. Maecenas elit nibh, consectetur id ipsum quis, convallis euismod nisl. Sed sem magna, semper vitae felis et, fermentum euismod justo. Sed tristique mauris lorem, id auctor nisi tincidunt eget.

Facebook-f Twitter Linkedin-in