Jack and Andrea came to us in 2016 at the ages of just under and just over 60, wanting to know if they could do anything with their financial situation to allow them to retire in 3-4 years. They wanted to know how if they were going to have enough saved up to retire and if not then what could they do to increase their retirement funds.

Read more about Jack and Adriana here.

Kylie, Angus and their 3 children came to us 7 years ago. They were doing ok financially, managing things themselves, but wanted to know if they could improve their situation to reduce the mortgage and start investing to make better use of their current financial position so they had more money in a few years to holiday and have more wealth for retirement.
Read More about Kylie and Angus here

Cathy, Bob, are business owners who have 2 children. They came to us 4 months ago desperate to try to sort out their massive personal and business debt situation and cashflow issues. They were stressed each month trying to find money to pay for all their debts and then their living expenses. They wanted to know if anything could be done to improve cashflow, reduce debts and not be stressed each week.
Read More about Cathy and Bob here

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What our clients have to say

Steve Pollard is a highly professional and ethical financial planner, who practices what he preaches. He is on the few financial planners to have provided independent fee for service advice since he started in the industry. I trust Steve to provide quality advice to me, my friends and clients.

Andrew Wegener Aquila
Andrew Wegener

Every time I see Steve present at a seminar, I realise it is so much more than financial information, which anyone can provide, and more about finding the right motivator. Steve definitely knows how to motivate in a friendly non confronting manner. I can see why his greatest successes are with clients that stay with him year on year.

Greg Davies Davies Home Loans
Greg Davies

I have know Steve pollard personally now for a couple of years and meet with him once a week for breakfast. He is literally a breath of fresh air as I have always been wary of Finance Advisors in the past. Steve is now working with myself and my partner to help build a financial plan for the future and has really opened my eyes to the possibilities there are. I totally recommend that if you are looking at advice for your personal or business matters to book a time to Steve as you won’t be disappointed.

Sam Skehan "Great Advice"
Sam Skehan

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