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mail@steellake.com.au
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Plan Your Financial Future With Our Investment Advisors

If you’re looking for a knowledgeable and experienced investment advisor in Newcastle or Lake Macquarie, look no further than Steel Lake Advisory Services! Our reputable investment advisors help people across the region to plan the ideal investment strategies for their financial goals, striving to provide the very best insights and advice every time.

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Investment Planning Services

Helping You Reach Your Financial Goals Through Structured Investment Planning

Whether you’re looking to reach short-term goals, help save for your child’s first home, or perhaps build wealth for your future retirement, Steel Lake Advisory Services can help. Our team can provide a range of investment planning services to help you meet your financial goals. We understand that investment plans can vary considerably, and it’s important to match the right plan to your objectives. To successfully determine the best investment strategy for you, we will begin by discussing your needs, objectives, and any short or long-term goals you may have.

Our investment approach is to remain diversified, maximise your wealth, and keep costs to a minimum.

Our Investment Advisors Will Build an Investment Portfolio to Help You Achieve Your Goals Sooner

Steel Lake Advisory Services is a comprehensive investment and wealth management company focused on growing your wealth. We understand that your dreams and financial aspirations are unique, and we pride ourselves on developing investment portfolios that are set up to cater to your specific needs.

An investment portfolio can consist of various types of assets, including bonds, shares, managed funds, and property. At Steel Lake Advisory Services, our financial investment advisors will work with you to determine the correct mix of assets for your goals whilst also accounting for the relationship between risk and return.

Our aim is to help you reach your financial goals sooner by investing in the right places and ultimately building a robust investment portfolio. Our well-researched strategies offer a wide range of investments and will help you plan your financial future with confidence. Our investment advisors will recommend and facilitate the appropriate investment vehicle for you and will also help you determine whether a gearing strategy is right for you.

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Reach Your Goals with Comprehensive Investment Advice

At Steel Lake Advisory Services, we appreciate that everyone is unique, and we believe your financial plan should be, too. Our investment planning services allow us to design a tailored approach so you can have the best chance at realising your individual financial goals sooner.

While life can get busy, and retirement may still be quite a way off, we understand that you want to know that your financial future is secure now. This is a time when we can help build on your financial foundations.

How we can help:

  • Set up a budget to manage your cash flow.
  • Review your insurance arrangements and provide recommendations.
  • Identify investment strategies to help you build a passive income and save for the long term.
  • Make recommendations about your super arrangements, including personal contributions, salary sacrifice, co-contributions, and spouse contributions.
  • Advise on strategies to minimise tax.
  • Recommend if you need to create a Will and an estate plan.
  • Succession planning recommendations for your business.
  • Dealing with a redundancy.

Financial Investment Advisors You Can Trust

If you’re on the lookout for a knowledgeable and unbiased advisor who can help you with your investment planning, our Newcastle team can help. Steel Lake Advisory Services is not affiliated with any investment product providers, and our advisers don’t take any investment commissions, so you can be confident that our recommendations will be in your best interests and tailored to suit your unique financial plan.

Let us help you achieve your financial goals by starting your investment planning journey today.

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In 15 minutes we can get to know you — your situation, goals, and needs to see if we are the right fit to help you reach your potential.

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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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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.

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