Working because you want to, not because you have to is financial freedom

I have been working in the accounting and financial planning industry since 2005, with previous experience working for a medium size accounting firm, big four banks and a global bank.

AR no: 000465888
CAR no: 000465889
Financial Services Guide

Free Appointment
Steve Wang
  • Office 02 6154 6150
  • Open Hours
  • Monday - Friday: 9:00am - 5:00pm
    After hours by appointment

Every successful person has a coach or mentor, from sports people to people in business. There's no reason why you can't have one too.

I can work with you to help realise your financial possibilities and achieve your goals sooner while making sure your lifestyle is fully protected along the way.

Even if you're pretty financially savvy… it's a rare person who wouldn't want an expert on hand to help you get ahead and make the most of your money – all while taking care of the grunt work!

Professional experience

I have been working in the financial planning industry since 2007, with previous experience working for two of the big four banks and a global bank.

Prior to moving to Financial Planning I also worked as an Accountant for 2 years, so my experience in the financial services industry is solid.

The reason I wanted to become a Financial Adviser was to help people achieve their financial and lifestyle goals. It gives me a sense of fulfillment when I see someone reach a goal that they may not have thought was possible.

Throughout my career I have worked with clients from all walks of life, from high net worth individuals looking to build and protect their wealth, to mums and dads looking to secure their family's financial future.

Married with a young son, I can relate to the desire to strive for financial security and make sure my family is protected should the unexpected happen.

With experience in all areas of financial planning, I have a particular interest in retirement planning, superannuation and risk protection.

Professional qualifications

  • Bachelor of Commerce (Accounting)
  • Diploma of Financial Services (Financial Planning)

Professional memberships

  • Associate Member of CPA Australia
  • Member of Association of Financial Advisers

Talk to me about:

  • Personal insurance

    Nobody wants to think about insurance until they actually need it… but by then it could be too late. I will review your current insurance strategy and determine whether it is appropriate, or if you are in need of further cover.

  • Investment planning & wealth creation

    I will help you identify personal goals you wish to achieve and understand how much risk you are comfortable with. We'll then build a portfolio of investments that are best suited to your goals.

  • Superannuation & rollover advice

    Super may be designed for retirement, but it's your money and you have complete control over it today. I'll help you discover super strategies to make sure you're making the most of this valuable resource.

  • Retirement planning

    We all look forward to hanging up our work boots, and a quality lifestyle in retirement is possible with a bit of forward planning. Together we'll look at strategies to make sure your nest egg lasts through retirement.

  • Cashflow coaching

    Managing your cashflow is key to a successful financial plan. You'll need money to fund your goals, as well as a road map that sets out how you can build the savings you need. As your financial adviser, my goal is to help you get more from your money, and drafting a personal cashflow management plan is the first step.

"I would like to give a testimonial to Steve Wang to show my appreciation to him for all the effort he has given for my retirement planning, and other investments, the ethics and hard work is always much appreciated by myself. I would recommend Steve anytime.
Thank you very much."

Robyn - Financial Planning
Fadden, ACT

"My wife and I have found Steve invaluable. We were in need of risk protection and some general advice with regards to our superannuation position. We found Steve very knowledgeable and personable and a pleasure to deal with. His solutions were tailored to our individual requirements made possible by his thorough analysis of our position and in listening to our concerns and aspirations. Thank you Steve!"

Erich - Financial Planning
Evatt, ACT

"I have been a client with Steve since 2016 and I am very happy with the services and his advises given.
A few years back, my old government sector employer required us to look for a Financial Adviser for ourselves. A reputable name mentioned led me to Steve Wang. My first appointment chatting with Steve was informative, professional yet pleasant. Our conversation was impressive and easy to understand from how investments work; how, what and where I should secure my retirement; money goals and targeting the unexpected.
His practice stretching unlimited consultations suited me and attracted my “naiveness” on matters of shares. I also have a special testimony that I would like to share. In one of my meetings with Steve, he asked me whether I happened to have trauma cover. His explanation was that it will cover and protect me on unexpected times of adversity; being sick and have a large number of medical bills. First into my mind was I can’t afford it, but after Steve went through an affordable level of cover and it’s corresponding fortnightly premiums, it opened my mind and I decided to take on the cover to secure myself.
Long story short, in May 2018, I was shocked to learn that one of my regular health tests resulted negatively and I was diagnosed with cancer. Fortunately, my trauma cover recommended by Steve came into good use, and it was great advice. Standing where I am now in my old, comfortable health zone after my health scare, I am so thankful to Steve for all of his expertise, advice and guidance on my retirement goals, finances and insurance advice. I am happy and blessed with life and would recommend Steve to my friends and any stranger who may need a recommendation for a Financial Adviser who understands my needs and follows things through for me promptly."

L. Yates - Financial Planning
Gordon , ACT

"My first meeting with Steve was an eye-opener. My friend who recommended Steve to me was correct, Steve knew what questions to ask as I really had no idea. He then directed me along a pathway, but kept checking that I understand what he was suggesting and why. I have been delighted with Steve's manner and approach to teaching me about finance. He has been positive and encouraging. I am learning more on each visit. I do enjoy talking with Steve at each session. I am no longer frightened that I will have no money to furnish my old age. Steve has explained to me how my money is working for me and I do not have to worry about my old age."

Gabrielle - Financial Planning
Kaleen, ACT

"Steve has given me advice on what to do with my superannuation and where I can invest my money in. Steve has explained everything to me in a clear way so I can understand. I totally trust Steve with my financial situation and I know he will look after me always. "

C. Fallace - Financial Planning
Florey , ACT

"I first met Steve when he became my financial adviser while he worked for my financial institution. Much to my disappointment he eventually left for bigger and better things. Having experienced his great service, I no longer found dealing with other advisers satisfactory. Since bumping into him and finding out he had his own setup, I was happy to jump on board. I have always found Steve to be very passionate about the ins and outs of the financial world, which has been displayed in the quality of work he’s produced for me. My finances reflected the outcome I needed and I recommend his services to anyone who is looking for professional guidance in their finances.

Lucia - Financial Planning
Florey, ACT

"We have known Steve Wang for some years now. He was our Financial Planner previously with another organisation. We actually sought him out so as to continue our relationship with him.
Steve has always taken the time to listen to us. This is something that previous advisers we had seen had failed to do. We feel very comfortable when talking with Steve and we really feel that he has “our” best interests at heart.
Steve follows up very well. So much of our previous experiences with financial advisers have been the constant waiting on a plan or implementation of a plan, the promises not being kept and the difficulty in being able to meet. As clients we expect prompt, timely service and reasonable availability. With Steve, that is what we receive.
Steve seems to have a really solid understanding of the issues affecting economic trends and those in particular that may support or impact upon our investments. We have a sound investment strategy now and because of Steve we are confident that we will survive in our retirement despite the possibility of some negative returns along the way.
We are conservative at this time in our lives and having proper financial advice is crucial for us.
I worked in the finance industry for some 38 years and my wife was a senior manager in both the private and public sector for a similar period. We therefore do understand finance quite well. What Steve has done for us however is provide us with the understanding of the investment strategy that we needed. Without him, we could easily have made mistakes that possibly could have meant us having to return to work.
We have recommended Steve to friends and family and we will continue to recommend him without hesitation."

Ian and Janine - Financial Planning
Bundanoon , NSW

"Steve has been my financial adviser for many years. His strategy for my retirement is sound and it has delivered great result.
I would highly recommend him to anyone who needs advise for their retirement and investment."

Paul - Financial Planning
Jindabyne, NSW

"Steve Wang has been my financial adviser since November, 2011. At that time I was totally uninformed when it came to investments, share markets, annuities and the like. He was very patient and explained clearly to me how my money would be managed, and what results I could anticipate receiving from those investments. It also included investing money left to my grandchildren by my mother. Over the course of the years, he has kept me well informed and updated on what is happening in the market with emails, press released information, and the like, and of course, with excellent advice. He has been very patient and I am now far more aware of the movements in my investments. When the rules changed, he was right there with the solution of an annuity, something that I now recommend to all my contemporaries. I have achieved good returns, far better than I would have expected, and at the same time I know my funds are safe. Steve is always available for discussion, verbal and written, and has given of his own time to visit me at home when I was unable to attend his office. I would recommend him to anyone seeking a good, honest and knowledgeable financial planner."

Rita - Financial Planning
Spence, ACT

"My husband and I have been clients of Steve Wang since he worked at the Commonwealth Bank, which must have been 12 years ago. We moved to the next bank where he was employed and then moved to Mortgage Choice so that he could continue to look after our affairs and guide us though the journey of investments and supersnnuation. We have the gretatest faith in Steve and really appreciate the work and effort he has exhibited in caring for our needs. He has gone beyond expectations in a number of ways in sorting out problems we have had and has now achieved a very satisfactory result for us. We have had no hesitation in encouraging two of our children to seek Steve's assistance and they are very happy with the results he has achieved for them both We would have no hesitation in recommending Steve to anyone requiring assistance in this field of business. "

Neryl and Pat - Financial Planning
Latham , ACT

"Steve Wang Has been our financial adviser for about 10 years. He has guided us moving from the work force into retirement and we have been happy with the service he has provided. We have always found him to be helpful and friendly and happy to explain situations that we do not totally understand.
We are happy to recommend steve to anyone who require financial advice. "

B.W and T.W - Financial Planning
Holt , ACT

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