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  • Financial planning
    • Planning Process
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  • Financial planning
    • Planning Process
    • Wealth Creation
    • Superannuation
    • Retirement Planning
    • Estate Planning
    • Centrelink Pensions & Allowances
  • Insurance
    • Business Insurance
      • Buy Sell Agreements
      • Key Person Insurance
      • Business Expenses Insurance
      • Do I need Business Insurance?
    • Personal Insurance
      • Income Protection
      • Trauma Insurance
      • Life Insurance
      • Total and Permanently Disabled (TPD)
      • Do I need Life Insurance?
    • Frequently asked questions
  • Claims
    • Claims Management
    • Claims Process
    • Client Stories
  • Our clients
  • Our team
  • News
  • Contact
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Financial planning

Helping you build wealth

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

Book appointment
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Goals

Discover your personal and financial goals. 

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Understand

Understand your current financial situation. 

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Research

Analyse your available options. 

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Plan

Create the roadmap to achieve what's important to you. 

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Implement

Help you take the first steps. 

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Review

Partnering with you to stay on track and adjust course along the way. 

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.
Fiona Ferguson
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.
Fran Cook
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.
Carolynne Smith
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.
Liam Anlezark
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!!
Kyla Dalton
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!
Rebecca Rumbold
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.
Massingham Marketing
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.
Andrew Bindon

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

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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.

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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.

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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.

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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.

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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.

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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.

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Start building your financial future today

Book an appointment
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Stream Financial Pty Ltd
ABN 48 154 256 818
Corporate Authorised Representative No. 416793
Suite 11-14, 100 Burnett St
Buderim, QLD, 4556

PO Box 1994
Buderim, QLD, 4556

GPS Wealth Ltd
ABN 17005482726
AFSL 254544
Head Office Level 15, 115 Pitt Street
Sydney, NSW, 2000

The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your personal objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial adviser to consider whether that is appropriate having regard to your own objectives, financial situation and needs.
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