We are Stevenson Financial Group

Headed by Director and Certified Financial Adviser, Nigel Stevenson, the Stevenson Financial Group is a family business based in Rowville, Victoria. Nigel’s wife Cathy makes up part of the allied team which includes two financial planners, one accountant and a mortgage broker, bringing a generous bundle of knowledge and expertise to their clientele

CONSULTATION

We spend time with you to discuss your current situation and how we can help you achieve your goals

GATHER INFORMATION

We ask you questions and gather everything we need to be able to put your financial plan together

DESIGN PLAN

We put our brains trust to work and develop a customised plan to suit your situation and goals

PRESENT AND DISCUSS

We come back to you with our proposed financial plan and make any necessary alterations

IMPLEMENT

We share our recommendations with you and guide you through implementing your financial plan

ONGOING REVIEWS

We structure an ongoing maintenance plan with you so that your financial wellbeing is always in check

Nigel_edited_profile_opt

About Our Director

Qualified since 2002 and certified since 2006, Nigel is a member of the Financial Planning Association. In 2010, Nigel also became an authorised representative and credit representative of AMP Financial Planning Pty Ltd. Nigel’s vision is for all of his clients to reach their desired financial position and live the life they choose. He helps them get there with his empathetic and proactive approach, teamed with 15+ years’ experience in financial planning, covering superannuation and self-managed super funds, personal insurance, retirement planning and aged care.

 

Away from his desk, Nigel joins his family and friends in swimming, golf, bike riding and football.

Cathy_edited_opt

All About Cathy

Cathy has worked in retail for almost 25 years and has brought to the table her outstanding customer service and empathetic nature.

 

Cathy entered the finance industry for a new challenge and is steadily building her skills and knowledge to assist Stevenson Financial Group clients with the sensitive nature of financial planning.

 

Outside the office, Cathy runs around after 3 young wonderful children and makes a great taxi driver!

Financial Advice

> Cash flow
> Building wealth and investing
> Estate planning
> Retirement planning

Superannuation

> Maximizing your super balances
> Consolidating super funds
> Structuring insurances via super
> Self-managed super funds

Mortgage Broking Services

> Mortgage broking services
> First homebuyers
> Debt consolidation
> Self-managed super fund loans
> Investment loans
> Construction loans

Personal Insurance

> Life and disability cover
> Trauma cover
> Income protection
> Buy / sell insurances
> Key person insurance

Investments

> Building investment portfolios
> Planning kids' education & future
> Debt recycling
> Gearing strategies & advice

Retirement Strategies

> Transition to retirement
> Make your retirement money last
> Age pension / Centrelink
> Tax effective income stream
> Annuities

Aged Care

> Reduce aged care costs
> Strategies for the aged care process

About

> Services
> About Us
> News
> Contact Us

Scroll to Top