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.
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.
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.
Insights
Planning is key as SMSFs enter new phase
Keeping your cool when the markets heat up
Market movements and review video – August 2025
Steer your way back from budget blowouts
Nurture your team and watch your business thrive
