Quality financial solutions
We take the time to get to know you better to:
Put you at the centre of everything we do
Have real conversations that make a difference
Identify the industry’s most useful tools and help you use them in the best way
Hold you to account and ensure you stay on track for what you want to achieve
Help you understand that its not what you do once a year, it’s what you do every day
Understand your story and help you write a better ending
Goals
Discover your personal and financial goals.
Understand
Understand your current financial situation.
Research
Analyse your available options.
Plan
Create the roadmap to achieve what's important to you.
Implement
Help you take the first steps.
Review
Partnering with you to stay on track and adjust course along the way.
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.
Start building your financial future today
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.
Wealth Creation
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.
Superannuation
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.
Retirement Planning
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 put the nuts and bolts together like how much income you’ll need to achieve your desired lifestyle, and making the most out of any benefits available to you are just a couple of the ways we can help.
Estate Planning
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.