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Professional Lake Macquarie Financial Advisors

At Steel Lake Advisory Services, we understand that financial planning is about more than just managing money—it’s about helping you manage, grow, and protect your wealth throughout your financial journey.

Our team of Lake Macquarie financial advisors works closely with clients to develop tailored financial strategies that align with your unique circumstances and long-term goals.

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Stress Less.
Take Control.
Plan Ahead.

Whether you’re just beginning to assess your financial situation or planning for a comfortable retirement, our experienced team is here to help you make informed decisions about your financial future.

How We Help You Achieve Financial Freedom

We measure our success through our clients’ achievements. Through personalised financial advice and ongoing support, we help you navigate the complexities of finance with confidence and clarity. Our Lake Macquarie financial advisors offer a comprehensive range of services designed to address all aspects of your financial life:

Superannuation

We help you maximise your superannuation and develop effective retirement planning strategies to ensure you can enjoy the lifestyle you envision. Our expertise encompasses navigating complex super schemes and providing specialist advice to secure a comfortable retirement.

Superannuation Advice

Investments & Wealth Creation Journey

Our extremely knowledgeable financial planners work with you to build wealth through robust investment strategies. We focus on expertly managed portfolio solutions and property investing that minimise financial risk and optimise your financial position for long-term success.

Investment Advice

Retirement Planning​

The sooner you start planning for retirement, the better chance you have of achieving your financial goals. We can formulate a personalised financial plan to help you best utilise your assets and income, maximise government benefits, and implement tax minimisation strategies to get you the best outcomes in retirement.

Retirement Advice

Insurance

We believe protecting your financial well-being is crucial. Through open and honest communication, our Lake Macquarie advisers help you understand and manage personal risks by providing carefully selected insurance solutions and effective risk management strategies.

Insurance Advice

Tax Minimisation

There are different tax strategies that may be appropriate for your unique circumstances to minimise your ongoing tax liability. We can work with you through different life stages to provide tax and financial advice as part of your overall financial plan.

Tax Reduction Advice

Expatriates & 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 financial future.

Expatriate Advice

Our Team

Led by Jace Cordell, our Principal and Senior Financial Adviser, Steel Lake Advisory Services has been serving the Newcastle and Hunter communities since 2015. As qualified and experienced  financial planners, we pride ourselves on open and honest communication, ensuring you understand every aspect of your financial strategy.

Our 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. Our team can work with you to tailor a suitable plan to best utilise your resources and achieve your goals, whatever they may be.

About Us
Lake Macquarie Financial Advisor

Get Started Today

Take the first step towards securing your financial future. Contact our financial advisors for a consultation and discover how we can help you create the financial future you deserve.

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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
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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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