How we help
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. Start making more possible now, and book a Discovery Meeting with one of our Advisers.
We start the process by looking at the time frames involved and asking the important questions. Once we’ve got a good sense of where you want to be, we look at the strategies that you should employ to get to your destination as safely and tax effectively as possible.
Whether you are looking at saving for children’s education, a big adventure around the world, or building your wealth over time.
Need Financial planning on the Sunshine Coast? Our Financial Advisers love listening to clients aspirations and get a real kick out of making the budgeting plan a reality.
There’s so much noise and rules around superannuation, that a lot of people we speak to have become disenchanted with the idea of it. Almost every Australian has a superannuation account, and it is often the difference between a comfortable retirement and one that’s living in borderline poverty. So it’s fair to say it’s pretty important stuff to get right.
We can help you get the most out of your super, by offering some tips like how your capital should be invested and if you need to pay a little extra into your super account.
The day you retire, it’s a big day. Depending on your outlook, it’s either a day you can’t wait for, or a bit of a rude reminder father time has caught up with you.
Whether you want to retire early, or want to work till your 70, each person has their own idea of what retirement looks like. It’s up to you to dream big and have a vision of what you want; it’s our job to sort out the finer details to make it happen.
Helping you make smart money decisions on the home stretch towards retirement. Learn more.
Well it’s unavoidable, and by now you’ve probably come to the realisation you’re not going to be around forever. So why not make it as easy as possible for the people you care about?
A lot of people find it reassuring that their affairs are in order, and making sure your wishes are met when you’re not around is something we’re passionate about. We give you reliable advice and a steady hand during an emotional time and make sure everything goes according to plan.
Centrelink Pensions & Allowances
Centrelink is sometimes viewed as a dirty word, but when there are legitimate benefits available to you, often people are surprised the difference it can make in the grand scheme of things. After all, you’ve paid for it in tax your entire life; it’s your right to access the allowances made available to you by the government for retirement and aged care.
Sorting out all of the different pensions, family tax benefits, and disability allowances can be a messy and daunting task, which is why we offer assistance in helping you sort through the confusing (and often frustrating!) world that is Centrelink.
I am extremely grateful for the invaluable guidance I received from Lachlan, financial advisor, Stream Financial. During our meetings the focus was on my retirement planning, discussed gifting or loaning to my children and optimising my superannuation. His expertise and personalised approach not only gave me a clear understanding of my financial situation but also empowered me to make informed decisions. The thoughtful strategies provided have not only secured my retirement but also allowed me to pass on meaningful financial support for my children. I highly recommend Stream services to any retiree seeking comprehensive and tailored financial advice.
I recently met with Lachlan Money to assess my financial situation and plan for pre retirement and future estate planning. Lachlan was very helpful and understood my situation immediately. He was friendly, easy to discuss with and be open about these sometimes delicate matters. I appreciated the time and advice Lachlan gave me and will be pleased to engage his services in the future. Thank you.
I have been looked after by Stream Financial 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.
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’ve had the pleasure to deal with the Stream financial team professionally with advice 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.
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!!
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.
Dr Brett Davies
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.
Hear from our clients
At Stream Financial we are passionate about being thorough and delving through all of the options, believing that a job worth doing is worth doing right. We are relentless in our pursuit of delivering the best that we can.