Steel Lake Advisory Services

having a trusting and honest relationship with his clients, to ensure they fully understand their financial strategy and to ultimately achieve their desired outcomes. He has built the business on this philosophy. Opening in 2015 as part of the Mortgage Choice Financial Planning (FinChoice) franchise, then changing name and licensee in 2021 to what it is today. Whilst Steel Lake Advisory Services has expanded from Newcastle and Lake Macquarie, to now providing personal financial advice to clients across Australia and internationally; we have stayed true to our roots and will continue to maintain our personalised, client focussed approach at the core of what we do. We enjoy seeing that we can make a difference to our clients’ financial wellbeing and lifestyle. We work with each client to implement a personalised plan that best utilises their resources to optimise their financial position, whilst making sure they are financially protected in unforeseen circumstances. The personal financial advisors from Steel Lake Advisory Services work with a wide range of clients across Australia and Internationally – aged from early 20’s to late 70’s – and provide financial advisory services specialising in tax minimisation, wealth creation, personal insurance, investments, superannuation, and retirement planning strategies.