What Our Clients Say

Jo Tranter & Lee Grayndler

“Dear Steve, I remember when we first met you (quite a few years ago now!). We didn’t know what to expect but your welcoming approach and genuine nature made us feel comfortable that you had our best interests in mind. 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.”

Luke & Tina Goodsell

“We have been longstanding clients of Steve and his team since we purchased our first investment property over 5 years ago, and would highly recommend their services to anyone. 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. We have found Steve and his team to be very professional and knowledgeable in their relevant areas of expertise and are always contactable, courteous and helpful whenever we needed to discuss any matter. All of our interactions has 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.”

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.”

Rod & Trish Cahill

“Steve Luman and his team have guided us from a “she’ll be right” and living from week to week attitude towards a secure financial future into retirement. Our accumulated Super was modest but with Steve’s ongoing down-to-earth support, we have established our own SMSF and (once our investment strategies were in place) have received substantial gains and tax savings in the past few years. 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.”

Ashlee Gavin & Chase Wilson

“We just wanted to say a big “thank you” for all the hard work you guys have done in helping us get into our first home. You made the process enjoyable and stress free, and kept us up to date every step of the way. You helped us find a great block of land and negotiate a good price with the builder on our behalf. Looking forward to our next property with you guys, and happy to refer our friends to you – thanks heaps!”

Margo & Shane Stone

On behalf of Shane and myself, we’d like to personally thank you for helping us make the right decision regarding our first property purchase here in Australia. Your professionalism, positive attitude and extensive knowledge really impressed us, along with your patience and honest appraisals when showing us a range of suitable properties. We’d been to see another group before meeting you, but they just drove us around to properties they wanted to sell us, whereas you took the time to work with us and find us exactly what we were looking for. We would be more than happy to recommend your services to anyone looking for a reputable company for finance, property investment and financial planning.

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. Steve has helped us with our financial & investment decisions, and we have recently established our self-managed super fund and are onto our fourth investment property. We have also upgraded our family home, and 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.

Angela Simon

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.