Financial Planning

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.

How we help you build

  • 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
How can we help you?

Contact us at the Stream Financial.

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.

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Jacqui Steindl

We are happy to make a time that suits you either at our office, on the phone or at your home.