Professional Financial Advisors Warners Bay

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 Warners Bay financial planners work closely with you to build tailored strategies matched to your circumstances and your long-term financial goals. Whether you want a clear plan for financial planning in Warners Bay or a second opinion on your super, we make expert guidance easy to access and easy to understand.

      EXCELLENT  
   Based on 106 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Paul Corney 
 
 
 
 Trustindex verifies that the original source of the review is Google. 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
  
 
      Posted on Google  
   
   Steve Brown 
 
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
      Posted on Google  
   
   Mark Grovenor 
 
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
      Posted on Google  
   
   John Acton 
 
 
 
 Trustindex verifies that the original source of the review is Google. 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
  
 
      Posted on Google  
   
   Aaron Jones 
 
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
      Posted on Google  
   
   John Kerby 
 
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
      Posted on Google  
   
   Monique Cooper 
 
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
      Posted on Google  
   
   Scot Whitehead 
 
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
      Posted on Google  
   
   John Gill 
 
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
      Posted on Google  
   
   Grant Robertson 
 
 
 
 Trustindex verifies that the original source of the review is Google. 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.

Stress Less.
Take Control.
Plan Ahead.

Whether you are assessing your finances for the first time or planning a comfortable retirement, our experienced financial planners help you make informed decisions and feel confident about the road ahead. Good financial planning should leave you calmer, not more confused.

How We Help You Achieve Financial Freedom

We measure success by your outcomes, not by products sold. Our financial planners offer a full range of financial planning services across every part of your financial life, from your first investment through to pensions in later years. Whether you are an employee, a professional or a small business owner, we tailor these services to your goals and help you build lasting wealth for the future.

Our Team

Steel Lake is led by Jace Cordell, Principal and Senior Financial Adviser, who has served the Newcastle and Hunter communities since 2012. Our qualified, experienced financial planners believe in open, honest communication, so you understand every part of your strategy and the thinking behind it. That expertise is why so many local families have confidence in our team with their next stage of life.

Our goal is transparent, holistic financial planning that Warners Bay, Lake Macquarie and Newcastle clients can access at any stage of life. You can meet our team face-to-face at our local office or online, whichever suits your family and schedule.

Get Started Today

Take the first step toward securing your financial future. Book a consultation with our team and see how we can help you achieve your goals and set your family up for long-term success.