This is the position they started in:
Luke worked full time on a good income, Nicky worked part-time, they have 3 children. They had a home, but had lots of personal debt and were struggling to enjoy life because they constantly had to worry about paying the debts despite their good income. They were nervous to trust anyone because they didn't think they could be helped.
Heard had seen another financial adviser and he had just tried to get them to move their superannuation to a product that paid...
Read more about Luke and Nicky's story here

This is the position they started in:
Rob and Joanne both worked so had good incomes, had a home and a investment property, had a large mortgage, wanted to make the most of their financial position and wanted to start a family. They were nervous to trust anyone, but their family had used us and highly recommended us to them.
Heard bad things about financial planners in general and they were just to doing things themselves but knew they need professional guidance and advice....
Read More about Rob and Joanne here

age 30
1 2

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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

Without a doubt the most trustworthy, honest person it has ever been my pleasure to work with.
I know that he has only my best interests at heart and he does not take commissions, which may be seen by others to influence his recommendations.
The only person to go to in my mind he has saved me heaps of money.

Geoffrey Colwill  "Trustworthy & Honest"
Geoffrey Colwill

Steve helped turn my goals into a clear and achievable plan. Recommending life changing strategies that I have been able to easily implement and benefit from greatly. Steve is informative, helpful and the best financial planner that I would highly recommend to everyone!

John Mitchell  Inology
John Mitchell

"Steve’s advice and abilities in developing customized strategies for each client is of the very highest level and quality. He is extremely professional and confidential at all times, and clients have found him very approachable and easy to talk to. I have been extremely impressed with Steve’s knowledge, expertise, experience, and also…. very importantly…. Steve’s innate ability to explain things very clearly, and concisely, so that everyone can fully understand. My clients that have been assisted by Steve now feel better educated, informed, have developed strategies and goals, and feel in control of their finances and their futures.”

Jeannie Anderson  Mayberry, Meldrum & Anderson
Jeannie Anderson

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