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.
From 1 July 2013, individuals may transfer retirement savings between Australia and New Zealand after emigrating from one country to the other. The transfer is voluntary for members. Accepting transferred retirement savings is also voluntary for Australian super funds. Check with your Australian super fund to confirm if they are participating in the scheme. You mayFebruary 11, 2021
Our awesome team at Stream have proudly donated the proceeds from ‘Casual Dress Day’ to Beyond Blue. The demand on Beyond Blue Support Service has grown significantly this year and donations ensure they can answer every phone call, email and chat. The donation will help Beyond Blue continue to work towards achieving an Australian community thatJanuary 13, 2021
The start of a new year is a great time to get your financial house in order. Here’s how to whip yourself into better financial shape in 2021. 1. Set up a detailed budget Knowing where your money goes every month is essential to getting on track financially. 2. Automate your saving Taking some ofJanuary 7, 2021
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.
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.
Janis did everything she could possible do, she was amazing. I wouldn’t have been able to do it, I wouldn’t have know what to do so having her guidance was amazing. Having her do it took the pressure off me and I could concentrate on myself and getting better. So I would rather her do it, its her job and she does it very well. Having Janis do it was 100% the right thing.
If I had to do this myself, It would have been too much stress and I would have not worried about it – I want to thank Janis and Rebecca who made it a lot easier…. Being a one wage household, just having that money there has just taken a lot of stress off.
“Nothing was ever too much of a problem for the team, I had their support and they held my hand through the whole process. I was able to move forwardly confidently. Every single time I needed to get information through to help make the claim, they were right there… the team was great. I was very grateful for having the income protection that I had, I was able to continue to pay the mortgage off and stay on top for the five months I was unable to work.”
“I was able to go straight to the private hospital, get all the physio that I wanted and the rehab I needed and actually get back on my feet, so much quicker… It was less than 48hrs and the money itself appeared in my bank account, from the time I phoned the guys at Stream. I don’t even think I filled out any paperwork… It was one of those experiences where it was like ‘wow’ did I just get that good of an experience?”
“We do have income protection, unfortunately, the income protection wasn’t taken out with Stream but with another provider, it was a good one however, it wasn’t managed that well. We looked to Stream to helps us with our personal insurance. Stream was able to take over it [the claim] for Carl as a gesture of goodwill for us. It was unbelievable, particularly as the company where the claim was through wasn’t that great. Stream helped us navigate the procedure and made it easy. ”
“Stream really care about the people they’re helping… they’re doing it for the satisfaction of the person getting what they really need out of it and making sure the people get looked after in their time of need.”
I’ve had the pleasure to deal with the Stream financial team professionally with advise for clients in my business & also handling our personal affairs for the last several years! 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.
Lachlan has been fantastic in helping us sort all our personal insurances. He has put forward scenarios and information that has really made us think about the benefits of certain insurances and what we do and don’t need in other areas. Highly recommend Lachlan and Stream Financial.
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