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Stream Financial
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  • Financial Planning
    • Client Experience
    • Investment Philosophy
    • Wealth Creation
    • Superannuation
    • Retirement Planning
    • Estate Planning
    • Centrelink Pensions and Allowances
  • Insurance
    • Business Insurance
      • Buy Sell Agreements
      • Key Person Insurance
      • Business Expenses Insurance
      • Do I need Business Insurance?
    • Personal Insurance
      • Income Protection
      • Trauma Insurance
      • Life Insurance
      • Total and Permanently Disabled (TPD)
      • Do I need Life Insurance?
    • Frequently Asked Questions
  • Claims
    • Claims Management
    • Claims Process
    • Client Stories
  • Our Clients
  • Our Team
  • Insights
    • News
    • Resources
  • Contact
×
  • Financial Planning
    • Client Experience
    • Investment Philosophy
    • Wealth Creation
    • Superannuation
    • Retirement Planning
    • Estate Planning
    • Centrelink Pensions and Allowances
  • Insurance
    • Business Insurance
      • Buy Sell Agreements
      • Key Person Insurance
      • Business Expenses Insurance
      • Do I need Business Insurance?
    • Personal Insurance
      • Income Protection
      • Trauma Insurance
      • Life Insurance
      • Total and Permanently Disabled (TPD)
      • Do I need Life Insurance?
    • Frequently Asked Questions
  • Claims
    • Claims Management
    • Claims Process
    • Client Stories
  • Our Clients
  • Our Team
  • Insights
    • News
    • Resources
  • Contact
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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.

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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.

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5.0
Nicky T.
Hi Google people....I recently dealt with Stream Financial during a frustrating issue involving my insurance provider and I wanted to specifically acknowledge Emily Marlow for the support she provided. The issue itself was not caused by Stream Financial, but Emily still took ownership of helping me through it. She kept me updated, followed things up when needed, and made sure the matter didn’t just disappear into the background as they sometimes do! Even when the situation became frustrating, Emily handled everything professionally and genuinely made me feel like someone was in my corner. A big thanks also to Tim for taking the matter seriously and helping get it escalated properly. In the end, the issue was resolved, and I really appreciated the effort from the Stream team. Special mention to Emily though.... her customer service, communication, and follow-up were outstanding. It’s rare these days to deal with someone who genuinely keeps on top of things, and her efforts were definitely noticed.
Samantha
Recommend! Everyone at Stream is incredibly warm, friendly and knowledgeable. Throughout the process we've changed ideas a few times and to the credit of Nick and the team, everyone has remained patient with us. We're incredibly happy with the advice we have been given and can see the long term benefit of their ongoing services.
Lady M.
Very helpful advice from Michelle, who listened understood and pointed me in the right direction. Many thanks.
alison A.
Excellent Lachlan was able to demonstrate expertise we wee not aware of and take any stress away
Richie S.
Nick has been fantastic to work with. From day one, he took the time to really understand our family's financial goals and what we wanted to achieve in the long term. He conducted a thorough review of our finances, including our insurances, superannuation and day-to-day budget, and provided clear, practical advice that has given us confidence in our financial future. Most importantly, we now sleep much easier at night knowing we have a plan in place and the right protections for our family. Nick is knowledgeable, approachable and genuinely invested in helping his clients succeed. We’re extremely grateful for his guidance so far and look forward to working with him for many years to come. Highly recommend.
Helga S.
Thank you Nick, for informing me about the ability to 'bring forward' additional money into Super when I thought it was the same as 'carry forward'! If you hadn't explained the difference and encouraged me to persist, I would have lost that last opportunity as I turned 75 to boost my Super!
Tammy H.
It is rare to encounter people who combine professionalism, expertise, persistence, compassion, and genuine humanity in the way Janis and the team at Stream Financial do. Throughout a long and challenging journey, Janis consistently demonstrated integrity, clear communication, and a genuine commitment to achieving the best possible outcome. I am deeply grateful not only to Janis, but also to Stream Financial for fostering a culture that genuinely cares about the people behind each case. If you are looking for a team you can trust to act with both expertise and heart, I would not hesitate to recommend Stream Financial. Thank you, Janis, for your kindness, compassion, and unwavering support.
Ravi R.
Stream Financial have been very helpful supporting me with my insurance needs to support my financial goals. Their professionalism, advice and ongoing support has been greatly valued and served our family well. Meeting financial goals needs good partners who are thoughtful to your needs. I can highly recommend the team at Stream Financial to support anyone looking for good practical sound financial advice.
Rhiannon V.
We’ve worked with Lachlan and cannot recommend his services enough. He explains things clearly and works with us to get the most out of our income and investments.
Truman M.
Lachlan has been so helpful and professional with us in trying to obtain life insurance for myself and my wife. We are very appreciative of his honest professional care and would highly recommend his service to others considering life insurance.
Jodie M.
I highly recommend everyone at Stream Financial. I feel so blessed to have found them as they really listen, care & give me the security I desperately need in my life. Big shout out to Lachlan for being a Master of Finances & for always being understanding & making everything so easy. And to Janis & Tim for your incredible knowledge & perseverance ensuring everyone is protected & catered for. If you need any financial help, look no further as Stream have got you covered!
Kaue S.
Fantastic experience with Nick and the team at Stream Financial. They are professional, approachable, and provide tailored advice that actually fits your life goals. Honest guidance and great support. A wonderful local business to have in our community!
Ryan B.
Nick was great to deal with. He was very good at explaining everything to us. Highly recommend.
David and E.
Spoke to Nick, he was great answered all our questions and concerns. Highly recommend his services 👍
Josh B.
Nick and the team at Stream were knowledgeable with their information. Showing great care for what will help our situation.
Cory B.
By far the best group of people I could ask for to lead me through to a better financial future. Friendly and approachable. Can't recommend the team highly enough.
Chanelle S.
Nick is absolutely incredible- I would highly recommend him! He is thoughtful and takes everything into consideration
Scott W.
From start to finish, Nick was professional, knowledgeable, and genuinely committed to getting the best outcome. He took the time to explain everything clearly, kept communication strong the whole way through, and made what could have been a stressful process feel smooth and straightforward. If you’re looking for someone who actually cares and delivers results, Nick is your guy. Highly recommend Stream Financial and especially Nick for anyone needing expert financial support. ⭐⭐⭐⭐⭐
Rachelle J.
Michelle made our insurance journey easy, understandable and never pushed us into a decision but rather informed us and let us make our decisions. Definitely recommend for your insurance needs.
Michelle W.
Michelle has been amazing to work with. She provided us with all the information we needed and her advice was on point. Highly recommend her and the team
Macca R.
I highly recommend reaching out to Lachlan Money. His knowledge and guidance was exactly what I needed to understand my financial situation and plan for the future.
Anna L.
I have been very happy with my recent experience at Stream Financial. Having never sought advice before, I was anxious about the process and very unsure of where to turn. A couple of family members who previously benefitted from excellent advice, recommended I speak with Stream Financial and Lachlan, in particular. I quickly became pleased that I made the call as Lachlan's genuine integrity was evident in the guidance he provided. His team and office staff have all been very professional, engaging and responsive.
Michael B.
Incredible people with a deep care for client outcomes. They’re always working to be at the top of their game, and it shows in the wonderful business they’ve built and results they consistently deliver for clients.
Robyn L.
Professional and very knowledgeable. Lachlan has been very helpful, understanding and giving me the courage and knowledge to go into retirement with all bases covered. I have no problem recommending them. 10/10
Fiona G.
Stream Financial and Nick were my first encounter with a financial advisor, and they did not disappoint. Nick was thorough in his explanations regarding my personal financial circumstances and was more than willing to cover (a number of times) my questions. He was clear and did not hesitate to allay my fears. Nick’s personality, industry knowledge and professionalism made it very easy to feel comfortable with the service he offers. Nick’s team (Mel & Michelle) were an added bonus. Always helpful, courteous and friendly. I can not recommend this group of outstanding professionals highly enough. I’m so glad I found them. Can I go past 5 stars? They deserve it!

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

Direction

See the horizon when it comes to your money and future with a clear plan and ongoing guidance.

Certainty

Certainty

Feel confident knowing 'how much is enough' to make life-changing decisions.

Hope

Hope

Be assured an experienced team is on your side through life's ups and downs.

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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.

stream-financial-building-wealth

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.

stream-financial-protecting-income-business-lifestyle
stream-financial-retirement

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.

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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.

Meeting

1. Book a meeting

Schedule a 90-minute no-obligation discovery appointment with one of our advisers.

Plan

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.

Enjoy

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.

Get started
stream-financial-5-step-financial-road-map

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 4556

  • Monday - Friday
    8:30 - 17:00

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  • Important information
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Stream Financial Pty Ltd
ABN 48 154 256 818
Corporate Authorised Representative No. 416793
Suite 11-14, 100 Burnett St
Buderim, QLD, 4556

PO Box 1994
Buderim, QLD, 4556

GPS Wealth Ltd
ABN 17005482726
AFSL 254544
Head Office Level 15, 115 Pitt Street
Sydney, NSW, 2000

The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your personal objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial adviser to consider whether that is appropriate having regard to your own objectives, financial situation and needs.

Stream Financial acknowledges the Traditional Owners of Country throughout Australia and recognises the continuing connection to lands, cultures, and communities. We pay our respect to Aboriginal and Torres Strait Islander cultures; and to Elders past and present.

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