Client Testimonials

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.

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.

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.