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Overall User Score 5.0
based on 5 reviews

Steve May Financial Services

Address: By Appointment, Warners Bay, NSW, 2282
Phone number: (02) 4058....
Mobile number: 0412 52....
Email: Click to view
URL: http://www.stevemayfinancialservices.com.au
Trading/Opening hours:
Mon: 9:00am - 5:00pm Tue: 9:00am - 5:00pm Wed: 9:00am - 5:00pm
Thu: 9:00am - 5:00pm Fri: 9:00am - 5:00pm Sat: ---
Sun: --- Public Hols: ---  
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Business Info

About

Our aim is to provide simple, affordable and personalised financial advice to the people of Newcastle, the Hunter Valley, the Central Coast and Sydney.

Financial Planning doesn't need to be complex and costly. It doesn't need to be clinical and daunting. You don't need to already be "wealthy" to be able to benefit from our advice.

Whether you're starting your wealth journey, ready to retire or just looking for one off advice about a particular matter, we are ready and willing to help.

Specialties

We offer complete financial solutions:
- Starting Out. Planning for your Financial Future.
budgeting plans, savings plans, superannuation, life insurance, income insurance, wills planning, estate planning, investment planning, and more!

- Creating your Wealth.
Understanding your goals and dreams, home equity to create wealth, superannuation strategies, self managed funds, tax effective investments, life insurance, income insurance, wills and estate planning, and more!

- Your Retirement plan.
Understanding your goals and dreams for retirement, centrelink strategies, allocating your pensions and annuities, tax effective investments and tax effective income, wills and estate planning, and more!

- Protecting your Life Insurance & Income Insurance.
Providing lump sum life insurances, total and permanent disability insurance or tpd insurance, income protection insurance, trauma insurance, critical illness insurance, and more!

- Getting financial advice on your mortgages, home loans, business finance, and investment finance.
We can give you our preferred, reliable, and trusted mortgage brokers and lenders for your home loans, property investment loans, personal loans, business loans, car loans, equipment finance, and more!

Service tags

Financial Planning | Life Insurance | Wealth Creation

Videos

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Free initial consultation whether its about Financial Planning, Life Insurance, Superannuation and Annuity, and more. It's never too early to invest on your future. Steve May Financial Services are all about simple, affordable, and personalised financial advice to the people of Newcastle, the Hunter Valley, the Central Coast and Sydney. Learn more about us by getting in touch at (02) 4058 3050; 0412 524 293. We'd love to talk about your financial plans.

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