Steel Lake Advisory Services
478 The Esplanade, Warners Bay NSW 2282
Hours open
Monday:
9:00 AM - 7:00 PM
Tuesday:
9:00 AM - 7:00 PM
Wednesday:
9:00 AM - 7:00 PM
Thursday:
9:00 AM - 7:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
10:00 AM - 2:00 PM
Sunday:
Closed
Photos
Location & Phone number
478 The Esplanade, Warners Bay NSW 2282, Australia
About the Business
Welcome to Steel Lake Advisory Services, a leading institution in accounting, finance, and insurance services located at Warners Bay, Australia. Our team of experts is dedicated to helping you achieve financial freedom and live life on your terms.
At Steel Lake Advisory Services, we understand that a financial plan is about more than just money. It's about having the confidence and excitement to pursue your dreams without worrying about your finances. Whether you're looking to pay down debt, protect your wealth, or grow your assets, we are here to guide you every step of the way.
Our experienced advisors specialize in providing transparent financial advice for expats. We develop tailored strategies and help you make informed decisions about your money. From choosing the right superannuation fund and investment strategy to formulating a suitable retirement plan, we have the expertise to ensure the best outcomes for your financial future.
Insurance is the foundation of all financial plans, and our team can help you evaluate risks and find the right insurance solutions for you and your family. We also offer tax financial advice to minimize your ongoing tax liability and maximize your resources.
Our Principal and Senior Financial Advisor, Jace Cordell, established Steel Lake Advisory Services with the goal of providing accessible and transparent financial advice to individuals at all life stages. Jace works closely with each client to tailor a suitable plan that aligns with their goals and resources. With Jace, you can trust that your best interests always come first, and you'll receive personalized service and advice.
To help you take control of your money, we have created a free ebook that outlines five important steps to becoming the boss of your finances. However, please note that the information provided is general advice, and we recommend seeking the assistance of an authorized financial advisor before making any decisions.
At Steel Lake Advisory Services, we believe in removing the jargon and focusing on what is most important to you and your family. Contact us today to schedule a consultation and start your journey towards financial freedom.
Reviews
"Getting advice has been on my 'to do' list but I had put it off for a long time as I had not felt comfortable talking to someone new about concepts that are definitely not my wheelhouse. Jace was very relaxed and welcoming, and explained things in a way that was easy for me and my partner to understand. We feel like we are in a safe pair of hands!"
"Jace was recommended to me by a colleague and I'm so glad we met with him. Jace helped us with budgeting and cashflow, along with setting up correct and adequate insurance which gives us peace of mind knowing we are protected. The way Jace explains things is easy to understand and we always leave the meetings feeling empowered. Book that appointment!"
"Jace's advice from Steel Lake Advisory Services has always been tailored in a way that we can understand, reflects a deep knowledge of the financial markets and following completion of our meetings we always feel reassured. Any documentation is always accurate and prompt. We have no hesitation in recommending Steel Lakes Services to others."
"Jace has recently updated our advice based on a positive change in circumstances. He once again demonstrated his deep knowledge of the financial sector whilst explaining in laymans terms the intent. Could not be happier."
"I trust that Jace has our best interests in helping us to build wealth and have a comfortable retirement. Looking forward to working with him to help us achieve our financial goals.."
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