Our Services

Whether you’re planning for retirement, looking to create wealth, or seeking to protect your family’s financial future, our qualified financial advisers provide the expertise and guidance you need.

At Steel Lake, we develop tailored step-by-step financial strategies and help you make informed decisions about your money. We work closely with clients across Newcastle and Lake Macquarie to develop tailored financial advice strategies that align with their unique goals and circumstances.

What We Do

Superannuation is a way to save for your retirement.

Super is a tax-effective environment for your money; the account is held in your name, and both you and your employer can deposit money into your account. Your money will generate investment earnings, and when you reach your ‘preservation age’, you can start drawing on these funds.

We help you maximise your superannuation and create effective retirement planning strategies to ensure you can enjoy the lifestyle you envision. Our expertise includes navigating complex super schemes and providing specialist advice for self-managed super funds.

Having the right insurance in place can help protect your family and your income if the unexpected occurs.

It will almost always have a significant impact on the financial circumstances of the family, so having the right insurances in place can help protect your family and your income if the unexpected occurs.

We believe protecting your financial position is crucial. Through open and honest communication, our advisers help you understand and manage personal risks through carefully selected insurance solutions and risk management strategies.

Investment planning is crucial for individuals seeking to achieve financial freedom and build long-term wealth. It involves setting clear financial goals, assessing your current financial situation, and developing a strategy that aligns with your risk tolerance and investment horizon. Your investment strategy should evolve as your life circumstances change.

We specialise in providing independent investment planning tailored to your unique financial goals. Our reputable investment advisors combine local expertise with a transparent, client-first approach, helping people across the region to plan the ideal investment strategies for their financial goals.

Retirement means different things to different people. The sooner you start retirement planning, the better chance you have of achieving your goals.

We can formulate a suitable retirement plan to help you best utilise your resources, maximise government benefits, and minimise your tax liabilities.

Organising and planning for your retirement can be a complex task. Our goal is to see that you have significant savings in retirement to live exactly how you want to live.

When it comes to reviewing your financial situation as an expat, it’s important you speak to someone who has in-depth knowledge of international financial regulations and taxation systems across multiple jurisdictions.

We understand that managing finances across international borders presents unique financial challenges. Whether you’re an Australian expat living abroad, returning to Australia, or a foreign national in Australia, our expat financial planning services are designed to help you navigate the complexities of cross-border finances, international financial regulations, and the Australian tax system.

Get Started Today

Take the first step towards securing your financial future. Contact our Newcastle financial advisers for a consultation and discover how we can help you carve out the financial future you deserve.

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