Sunshine Coast Financial Advisers
Start making more possible with your money
You work hard and deserve to enjoy your money now, confident you are making smart financial choices for your future.

Make that quantum leap from knowing to doing.
When it comes to money management, we find knowledge isn't the issue. Today we have more news, money apps, podcasts and books than ever before.
While knowledge is good, action is where the magic happens.
But we understand that life gets in the way and good money habits fade quickly. It's not surprising that so many Australians are on a directionless path, with no end game regarding their financial situation.
At Stream Financial, we want to change that.
Our clients are everyday Aussies: tradies, teachers, nurses, professionals, and business owners who want to make more possible with what they've got.
Have dealt with her for a number of years and would highly recommend her to anyone.
Lachlan’s thorough knowledge of financial matters and the professional integrity he has demonstrated over the years I’ve known him give me confidence and peace of mind.
I have no hesitation in recommending Stream Financial and Lachlan’s services.
He helped both Josh and me get clear on our future goals, reviewed our insurances, and made sure we’re set up financially. Nick really took the time to understand us—he showed genuine care, built trust, and gave us advice that was tailored to our needs, not just a generic solution. If you’re looking for someone who listens, cares, and gives you the best options, we highly recommend reaching out to Nick and the Stream Financial team. You won’t be disappointed!
I highly recommend them and especially Lachlan, to anyone needing help around their super.
Highly recommend Janis and the team, whether it's taking out a new policy or handling a claim.
It was so nice to meet with you yesterday and to bounce ideas around the room. Thankyou for hearing me and your ideas and thoughts.
Thankyou!
Plus I loved the welcome and sign plus your office lady was so bubbly, positive and kind 10/10 such a rarity these days. Please pass on my gratitude 🙏
Kind regards,
Carole henry
Nick is not only knowledgeable and professional but also genuinely caring. We trust him completely with our financial planning, knowing we don't have to worry about the complicated details. His support has given us peace of mind and confidence in our financial future. Thank you, Nick, for your outstanding service and for being such a trustworthy advisor.
I would not delay in recommending Stream Financial and their staff.
I was very impressed with the professionalism of Janis.
The apprehension I felt whilst making the claim was totally diminished by Janis skill set and knowledge handling of my claim.
Janis always goes the extra mile to alleviate any stress or pressure on me throughout the whole process.
My husband and I have an ongoing relationship/friendship with Janis, Janis makes you feel like family and she is
there to support us in any way she can.
We appreciate you Janis.
Made our dealings easy and comfotable. couldn't recommend Janis any more, she's great!
From our first meeting in 2016 to date working through the insurance market that would best suit my needs, and you kept me updated at the drop of a hat.
Your customer service was exceptional, as you kept me updated throughout the entire process.
If had a question about the product, Janis responded promptly and professionally.
Overall, my experience with Janis has been outstanding.
Thank you again for everything.
Sincerely,
Leanne Kelly
Regards Sharon
Janis has been terrific even when I was not at my best and Tim is amazing and reassuring when I needed someone to talk to.
It has been a life changing out come for myself and my family from the bottom of our hearts Thank you!
Lachlan truly went above and beyond to help myself and my husband with all our insurance needs.
Very happy and thankful to you.
Amy
We have been extremely impressed with Janice Glassop. Janice is one of the most friendly, professional person we have ever dealt with, Janice would be a most valuable employee in any business.
Thank You Janice All the very best in the future. Stay safe.
A year on and I know we wouldn't be sitting where we are today without the help of Stuart and Stream Financial. Thanks guys!
They offer top service, communicate well & have the clients best interests at heart.
I do & will continue to highly recommend them to friends, family & clients.
Lastly, drinks on the deck proves that Stream Financial is really just in the real estate business! Every couple months they have an event on the deck for clients. Its relaxed but a great way to meet other motivated people in the community. Thanks again Stream Financial!
Dedicated to helping clients and ensuring he can give you the best possible answer, he is an inspiration to the younger generation! Keep up the good work Lachlan you’re doing great!
It's all about balance
Money is a source of independence, giving you freedom, relief, prosperity and comfort; It shouldn't create a lifetime sentence of stress, worry, concern and limitation.
At Stream Financial, we help you find balance, where you can enjoy life now and get ahead financially without sacrificing either.
Direction
See the horizon when it comes to your money and future with a clear plan and ongoing guidance.
Certainty
Feel confident knowing 'how much is enough' to make life-changing decisions.
Hope
Be assured an experienced team is on your side through life's ups and downs.
Enjoy your now and be excited about the future
Having a plan for your money is arguably one of the best financial decisions you’ll ever make. However, just creating a financial plan isn’t enough. It’s equally important to establish healthy money habits. It is what you do every day, every week and month that makes a massive difference in the long run.
At Stream Financial, we'll help you build a plan to grow and protect your money and keep you accountable along the way.
So you stay on track to achieve what you want out of life.

Building your wealth
You're doing pretty well financially, but you have that nagging feeling you should be doing more with your money. Implement a simple money management system and investment framework to get ahead smarter and faster.
Protecting your income, business and lifestyle
With a mortgage and the rising cost of living, you want peace of mind that you have the right insurance cover in place to protect your income, business and lifestyle if something unexpected happens.


Planning for life after work
You visualise life after work and all the wonderful things you're going to do with your time when the 9-5 hustle is behind you. Get the right financial structure and strategies in place to turbo-charge your nest egg and build the 'fun' into your retirement plan.
Taking the stress out of making an insurance claim
You're faced with an injury, illness or the death of a loved one and need a helping hand to guide you through making an insurance claim. The team at Stream Financial can minimise the stress of dealing with the insurer and manage the claims process on your behalf.

We want to know what keeps you awake at night and what you want out of life
We know that no two people are the same; similarly, no two pieces of advice are the same. Your situation and goals will dictate the combination of advice and services you need to get you from where you are today to where you want to go.
1. Book a meeting
Schedule a 90-minute no-obligation discovery appointment with one of our advisers.
2. Make a plan
We'll help you identity what you want to achieve in life and create a financial roadmap to get you there.
3. Enjoy life
Feel in control of your money and have the freedom to choose how you live your life now and in the future.

THE 5-STEP FINANCIAL ROAD MAP
Free download - with a values and goals worksheet
You work hard and earn good money, but you don't feel like you're making progress financially.
We hear this all the time. And it's why we created this guide - to un-complicate financial planning.
Download this guide to get practical steps to make the most of your money to enjoy life NOW and in the future.
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Get in touch
1300 983 942
Suite 11-14, 100 Burnett St
Buderim, QLD 4556Monday - Friday
8:30 - 17:00