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.
I highly recommend Stuart Long for personal insurance advice. Stuart is professional, listens, explains proposals and provided the best outcome for our personal & financial circumstances. Stream Financial as a whole is very transparent, friendly and responds in a timely manner.
Highly recommend, Stuart & Timothy, they have gone above and beyond to assist me with all my financial needs. Sharing their knowledge and services, which has put me and my family in the best financial position in years. Keeping me up to date with everything at all times and providing the old fashioned service that makes them ahead of the game. Thanks for all your hard work!!
Stu’s compassion and technical knowledge is unique in an industry renowned for putting dollars above people. His calm and collected approach to resolving client issues is a credit to him and the team at Stream Financial. I would highly recommend Stu to anyone who is seeking a Financial Planner that backs up their words with actions to achieve the desired results.
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!
Amazing service from the team at Stream Financial. This is your one stop shop on the Sunshine Coast for small business to engage local professionals for their business needs.
Well respected financial planning house. Excellent skills.
Stream Financial is the only financial planning and accounting firm that I would consider. I’ve been using them for a few years now and have consistently received excellent advice tailor fitted for my needs.
We recently dealt with Stream Financial to obtain our personal insurances. Their advice and communication were exceptional. They did all the hard work in working out the most suitable options. The service was very much oriented towards our needs, and explained everything very clearly. I highly recommend.
At Stream we take the time to get to know you better. The finance industry is built on selling products, however these are nothing but tools, we don’t believe in selling tools but rather help you to build.
Imagine… being able to leave a gift for your family, where they can see your face, hear your voice and learn more about the memorable moments that make up your life
Financial Planning Sunshine Coast, Financial Planner Sunshine Coast, Insurance Broker Sunshine Coast
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We are happy to make a time that suits you either at our office, on the phone or at your home.
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Stream presents at Noosa Chamber of Commerce AGM
Noosa Chamber of Commerce & Industry held their AGM this week and was received extremely well by Members and friends. Stream Financial’s Conrad Voss and Janis Glassop both presented at the AGM. Conrad was reappointed as Treasurer of Noosa Chamber of Commerce & Industry and Janis was reappointed to the Committee. They will both continue to
November 28, 2019 -
Stream celebrates 10 years in style
Stream Celebrates 10 year Anniversary A big thank you to everyone who has supported us through our first 10 years. We celebrated in style with friends, family, clients, insurers and colleagues last night while the rain poured down. We are super proud of Stream Financial and look forward to the next 10 years.
October 16, 2019 -
Rowlo’s Golf Day a Hit
The Stream Team (Advisers Janis, Lachlan, Stuart and Drew) were proud to be part of Rowlo’s Golf Day and it proved to be another successful and very rewarding day. Rowlo’s Golf Day helped raised just over $26000. This means a donation of $17000 towards MND research!
October 9, 2019
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Insurance cover is the foundation of any financial plan, providing the safety net for you and your family. In our experience, there is a range of considerations to address in order to make sure that the right money is in the right hands at the time you need it most.
www.streamfinancial.com.au