What Our Clients Say

Luke & Tina Goodsell

“We have been longstanding clients of Steve and his team. They have assisted us throughout this time with a variety of potential investment opportunities, reviewing our life insurance policies, and establishing trust funds on behalf of our family, ranging from short to long term financial planning. All of our interactions have made us feel at ease in the way everything has been explained and also comfortable in asking any questions. We feel valued as their clients and look forward to continue to work with Steve and his team to meet our goals.”

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Jason & Louise

“Our family would like to express our support and satisfaction of the services that Steve Luman and his team provides. We have been clients of Steve for a few years now, during which he has helped our family with some great financial and investment strategies that are enabling us to move closer towards our financial independence and retirement plans. We would gladly recommend Steve and his team to anyone who is looking to secure their future in this area.”

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Rod & Trish Cahill

“Steve is vigilant and professional in managing our funds and provides “no nonsense”, realistic and patient financial management support including regular reviews which are simple, visual and easily understood.
We highly recommend his services.”

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Fabian & Jocelyn Then

“When we first met Steve Luman, we already owned an investment property, but we wanted to see how we could improve our finances and grow our investment portfolio. Fast forward 6 years (and two kids) later and we are well and truly excelling financially and feel like our future is secure. We are looking forward to continuing to build our investment portfolio with Steve’s guidance. Steve is a dedicated professional and we have no hesitation in recommending his services.”

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Sara

“I have been a client of Steve’s for 7 years. He has advised me in areas of self-managed super funds, investment properties and stock market assets with the aim of being able to retire mortgage free. I am completely confident in Steve’s advice, knowledge, and expertise – and his being able to steer and keep me on track for my goals. He is a great listener and has been available when I require his attention and advice. I cannot rate him highly enough – he is a man of integrity who loves working with his clients to help them to achieve their goals – not his!”

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Jane & Trevor

“My husband and I were seeking financial advice to help us become better prepared for our retirement. Steve has been incredibly professional, approachable, and reliable and the financial options outlined in the Statement of Advice (SOA) are extremely thorough, easy to understand and achievable. Steve is trustworthy, ethical and a straight shooter, which I think are essential qualities when providing expert advice to people about their financial plans and retirement. We have no hesitation whatsoever in recommending Steve as a financial adviser.”

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Jo & Lee

“We are so glad we made the decision to entrust you as our Adviser, and you have made a significant difference to our financial well-being over the past years, guiding us every step of the way. We highly recommend your services to anyone wanting to improve their financial situation and create wealth for the future.”

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Angela

“I was looking for financial advice for my children and I after my husband passed away, when a friend introduced me to Steve and his team while I was on holiday. Being from Perth I was unsure about dealing with a company in another state, but after meeting with Steve I felt very comfortable. Steve has helped us to build our wealth and set my family up financially. Living in Perth, working and studying full-time, meant I was not always available, but thanks to Steve and his team they made it easy by doing all the hard work for me and keeping me informed. I would highly recommend their services to anyone.”

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