Financial planning for over 50's

I would like to recognise Lauren Exelby for the excellent service and support she has provided. As a client, I have really appreciated her quick responses and willingness to assist whenever I have had a question or needed help. Lauren is attentive to detail and takes the time to make sure everything is understood and handled correctly. Her communication is clear, professional, and efficient, which gives me confidence that my requests are being looked after properly. I have found Lauren to be extremely helpful, responsive, and customer-focused. Her level of service has made a very positive impression, and I would like to thank her for her continued support.

Hi Google people....I recently dealt with Stream Financial during a frustrating issue involving my insurance provider and I wanted to specifically acknowledge Emily Marlow for the support she provided. The issue itself was not caused by Stream Financial, but Emily still took ownership of helping me through it. She kept me updated, followed things up when needed, and made sure the matter didn’t just disappear into the background as they sometimes do! Even when the situation became frustrating, Emily handled everything professionally and genuinely made me feel like someone was in my corner. A big thanks also to Tim for taking the matter seriously and helping get it escalated properly. In the end, the issue was resolved, and I really appreciated the effort from the Stream team. Special mention to Emily though.... her customer service, communication, and follow-up were outstanding. It’s rare these days to deal with someone who genuinely keeps on top of things, and her efforts were definitely noticed.

Recommend! Everyone at Stream is incredibly warm, friendly and knowledgeable. Throughout the process we've changed ideas a few times and to the credit of Nick and the team, everyone has remained patient with us. We're incredibly happy with the advice we have been given and can see the long term benefit of their ongoing services.

Very helpful advice from Michelle, who listened understood and pointed me in the right direction. Many thanks.

Excellent Lachlan was able to demonstrate expertise we wee not aware of and take any stress away

Nick has been fantastic to work with. From day one, he took the time to really understand our family's financial goals and what we wanted to achieve in the long term. He conducted a thorough review of our finances, including our insurances, superannuation and day-to-day budget, and provided clear, practical advice that has given us confidence in our financial future. Most importantly, we now sleep much easier at night knowing we have a plan in place and the right protections for our family. Nick is knowledgeable, approachable and genuinely invested in helping his clients succeed. We’re extremely grateful for his guidance so far and look forward to working with him for many years to come. Highly recommend.

Thank you Nick, for informing me about the ability to 'bring forward' additional money into Super when I thought it was the same as 'carry forward'! If you hadn't explained the difference and encouraged me to persist, I would have lost that last opportunity as I turned 75 to boost my Super!

It is rare to encounter people who combine professionalism, expertise, persistence, compassion, and genuine humanity in the way Janis and the team at Stream Financial do. Throughout a long and challenging journey, Janis consistently demonstrated integrity, clear communication, and a genuine commitment to achieving the best possible outcome. I am deeply grateful not only to Janis, but also to Stream Financial for fostering a culture that genuinely cares about the people behind each case. If you are looking for a team you can trust to act with both expertise and heart, I would not hesitate to recommend Stream Financial. Thank you, Janis, for your kindness, compassion, and unwavering support.

Stream Financial have been very helpful supporting me with my insurance needs to support my financial goals. Their professionalism, advice and ongoing support has been greatly valued and served our family well. Meeting financial goals needs good partners who are thoughtful to your needs. I can highly recommend the team at Stream Financial to support anyone looking for good practical sound financial advice.

We’ve worked with Lachlan and cannot recommend his services enough. He explains things clearly and works with us to get the most out of our income and investments.

Lachlan has been so helpful and professional with us in trying to obtain life insurance for myself and my wife. We are very appreciative of his honest professional care and would highly recommend his service to others considering life insurance.

I highly recommend everyone at Stream Financial. I feel so blessed to have found them as they really listen, care & give me the security I desperately need in my life. Big shout out to Lachlan for being a Master of Finances & for always being understanding & making everything so easy. And to Janis & Tim for your incredible knowledge & perseverance ensuring everyone is protected & catered for. If you need any financial help, look no further as Stream have got you covered!

Fantastic experience with Nick and the team at Stream Financial. They are professional, approachable, and provide tailored advice that actually fits your life goals. Honest guidance and great support. A wonderful local business to have in our community!

Nick was great to deal with. He was very good at explaining everything to us. Highly recommend.

Spoke to Nick, he was great answered all our questions and concerns. Highly recommend his services 👍

Nick and the team at Stream were knowledgeable with their information. Showing great care for what will help our situation.

By far the best group of people I could ask for to lead me through to a better financial future. Friendly and approachable. Can't recommend the team highly enough.

Nick is absolutely incredible- I would highly recommend him! He is thoughtful and takes everything into consideration

From start to finish, Nick was professional, knowledgeable, and genuinely committed to getting the best outcome. He took the time to explain everything clearly, kept communication strong the whole way through, and made what could have been a stressful process feel smooth and straightforward. If you’re looking for someone who actually cares and delivers results, Nick is your guy. Highly recommend Stream Financial and especially Nick for anyone needing expert financial support. ⭐⭐⭐⭐⭐

Michelle made our insurance journey easy, understandable and never pushed us into a decision but rather informed us and let us make our decisions. Definitely recommend for your insurance needs.

Michelle has been amazing to work with. She provided us with all the information we needed and her advice was on point. Highly recommend her and the team

I highly recommend reaching out to Lachlan Money. His knowledge and guidance was exactly what I needed to understand my financial situation and plan for the future.

I have been very happy with my recent experience at Stream Financial. Having never sought advice before, I was anxious about the process and very unsure of where to turn. A couple of family members who previously benefitted from excellent advice, recommended I speak with Stream Financial and Lachlan, in particular. I quickly became pleased that I made the call as Lachlan's genuine integrity was evident in the guidance he provided. His team and office staff have all been very professional, engaging and responsive.

Incredible people with a deep care for client outcomes. They’re always working to be at the top of their game, and it shows in the wonderful business they’ve built and results they consistently deliver for clients.

Professional and very knowledgeable. Lachlan has been very helpful, understanding and giving me the courage and knowledge to go into retirement with all bases covered. I have no problem recommending them. 10/10