What people are saying

  • “There are lots of financial advisers, but few have Stephen's depth of experience and emotional intelligence, and can deliver outstanding advice with such clarity."

    - Mark (retired client based in Melbourne)

  • "Stephen combines a deep knowledge of financial markets with practical and reliable advice to help achieve my goals"

    — Katherine (Executive )

  • “You wouldn't want anyone else looking after your finances. Stephen provides advice you can trust, in a personal and caring way."

    — Marco (Director of People & Culture)

  • “Stephen and his team's insights and strategic advice across multiple projects has been invaluable. His advice across market analysis, health-care patient outcomes, health-care cost consequence, and regulatory & market pathways is critical to our success."

    — Melbourne based consulting client