We are a highly skill team that are dedicated in our approach to being the people that stand beside you so that you know you’ve got someone on your side.
At Stream Financial you will find that we are passionate about being thorough and delving through all of the options, believing that a job worth doing is worth doing right.
We have a genuine interest in you as a person, not as a walking talking bank account, but as a human being with a real hopes and dreams, fears and worries.
We believe at Stream Financial that it is important for each individual to be empowered to make the best possible decisions that they can.
When most people think about financial planning they tend to focus on the wealth creation side of things, but often forget about the wealth protection. Building a financial plan without adequate insurance is like building a house on flimsy foundations. Comprehensive insurance cover can be a significant expense; however these costs can be made moreSeptember 8, 2021
Here’s a recipe for a basic financial plan: Take one or more income sources and pour into a big pot. Add appropriate amounts of life, income protection and permanent disability insurance. Simmer for a few decades while slowly adding superannuation contributions and a dollop of non-super savings. Stir in some constructive debt, but take careAugust 12, 2021
Not so long ago one of the most effective, low risk wealth creation strategies was to use spare savings to pay down a mortgage, either directly or via the well disciplined use of an offset account. If your mortgage interest rate was 8% per annum, that’s the effective, after tax investment return this strategy delivered,July 26, 2021
Lachlan was extremely helpful and professional, always there to assist and answer any questions. Lachlan truly went above and beyond to help myself and my husband with all our insurance needs. Very happy and thankful to you.
I have had Janis handling a case of mine and it was fast and successful, thank you so much for taking me on. Janis is awesome, she is the one you need on your side when you have to solve something with an insurer. I have also dealt with Stuart and Conrad, and all the team are enthusiastic, knowledgeable and professional.
Stream Financial have been excellent in the way they conduct business. We have been extremely impressed with Janis Glassop. Janice is one of the most friendly, professional person we have ever dealt with, Janis would be a most valuable employee in any business. Thank You Janis All the very best in the future. Stay safe.
We have had the good fortune of working with Janis Glassop over a period of time on a very complex and distressing case. I cannot recommend Janis enough. Janis has at all times gone above and beyond in her role representing us. She has been totally committed to our case and her professionalism, knowledge and efficiency has been outstanding. Janis also has a very caring manner and takes the time to get to know her clients, which has allowed us to put complete trust in her with very personal information. I highly recommend Janis and the whole team at Stream Financial.
I would like to thank Janis for her amazing help when our insurance provider took out $6474 in error from our bank account (as we have a monthly direct debit with them). It was very complicated but Janis made them fix their error and refund all of our money back to us. I’m sure if I was solely dealing with the insurance provider on my own that I would still be waiting for our money to be refunded. Words cannot express my gratitude.
I have been insured through Stream Financial for a number of years and have recently had to make a claim on my IP insurance. I was in a very vulnerable place at the time and through the interactions with the team at Stream Financial I felt acknowledged and supported through the whole process. Initially meeting with Lachlan who was patient and thorough through the initial first meetings and then had the fortune of having Janis assist me from there on with regular phone calls to just check in and see how i was feeling as well as liaising between the insurance company on my behalf until I felt able to do so myself. I would highly recommend the team at Stream Financial as in my experience, I was entirely supported through the claim process and feel that they put me, the client first.
I have been looked after by Streamfinancial for a few years now, and I am always impressed with the professionalism, knowledge, support, friendly & timely response, and especially the kindness shown by staff, who always bend over backwards to help. I would never have any problem in recommending their services, as my experience has always been positive.
After giving Janis the policies and permissions she made it an easy task from our point of view, Janis worked very hard, had answers quickly and kept me up to date on all aspects of the claims, I gave Janis any and all information she asked for and found Janis very trustworthy and really on the ball, all the claims went through quickly and left us very happy campers. In fact the whole Stream Financial team is trustworthy and knowledgeable. We have used their services since then on other matters and would not hesitate in making a recommendation for Janis.
I only have great things to say about Stream and the boys Conrad and Lachlan. Conrad especially helped me to see exactly where I need to be putting my money and it turns out its not all onto the mortgage. He showed me a strategy that not only secures my Super but also pays off my mortgage faster. Best money spent to get on track and learn more about how I spend my money and where its best spent. Thanks Guys, I am telling everyone about Stream.
What a great experience I had. The team members I met with only wanted to work out the best option/s for me. I wont hesitate to recommend them to anyone.
Emmanuel Calligeris (Chairman of Investment Committee) to provides an update from an economic perspective especially discussion around interest rates remaining low, the impact of these interest rates and some of the bond issues that will possibly involve a move to some inflation. A great session and provides a good understanding for what to expect inFebruary 24, 2021
Whether its interest rates, US elections, Chinese – Australian relations or just plain old company performance, Emmanuel Calligeris provides an important summary of where to from here as we move out of the recession. Direct Link: https://eastonwealth.wistia.com/medias/06god9uw72December 17, 2020
Everyone likes to talk property with as many people saying its going up as there are saying its going down. Here from one of the key property researchers Dominic Cavagnino from Binnari who will provide some great insights into why it doesn’t matter in Australia with a multiplicity of property markets! Direct Link: https://eastonwealth.wistia.com/medias/nswhpb7a5sDecember 17, 2020