Hear what our clients have to say about Steel Lake Advisory Services

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

“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

“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

“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

“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

“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