Steel Lake Advisory Services
45 Reviews
- Tuesday9 am–7 pm
- Wednesday9 am–7 pm
- Thursday9 am–7 pm
- Friday9 am–5 pm
- Saturday10 am–2 pm
- SundayClosed
- Monday9 am–7 pm
About the Business
Steel Lake Advisory Services | Jace Cordell Financial Advisor | We provide a range of Financial Advisory Services from superannuation, investments, retirement planning, insurances, tax minimisations, to helping expatriates.
Contacts
Website
Call Us
13/478 The Esplanade, Warners Bay NSW 2282
Hours
- Tuesday9 am–7 pm
- Wednesday9 am–7 pm
- Thursday9 am–7 pm
- Friday9 am–5 pm
- Saturday10 am–2 pm
- SundayClosed
- Monday9 am–7 pm
Features
- Wheelchair-accessible car park
- Toilets
- Online appointments
Recommended Reviews
Timothy Bannerman
23.10.2023
Steel Lake Advisory Services
We have been very impressed with Jace, his advice and guidance has been invaluable as we transition into retirement. We have had some challenging questions and he has always been able to provide responses that are informed and phrased in a way that we understood. We have no hesitation in recommending Steel Lake Advisory Services.
Peter cowan
12.10.2023
Steel Lake Advisory Services
Jace and the team are very knowledgeable, happy to help in anyway possible and really go that extra step. He explains things in a very easy way to understand and ensures your confident in that area before moving on. Helping me put a plan in place for a comfortable retirement. Highly recommend to anyone needing financial advice/ planning.
Jenny Dickson
09.10.2023
Steel Lake Advisory Services
Jace is exceptional. He explains everything so well and is always happy to answer any questions and clarify things if you are not sure. He has made a huge impact on how my retirement plan looks!!! I couldn't recommend him enough.
Emily Chant
30.09.2023
Steel Lake Advisory Services
Jace was recommended to me by a colleague and I'm so glad we met with him. Jace helped us with budgeting and cashflow, along with setting up correct and adequate insurance which gives us peace of mind knowing we are protected. The way Jace explains things is easy to understand and we always leave the meetings feeling empowered. Book that appointment!
Darren Bragg
12.09.2023
Steel Lake Advisory Services
Jace has recently updated our advice based on a positive change in circumstances. He once again demonstrated his deep knowledge of the financial sector whilst explaining in laymans terms the intent. Could not be happier.
Nicole Douch
16.08.2023
Steel Lake Advisory Services
I trust that Jace has our best interests in helping us to build wealth and have a comfortable retirement. Looking forward to working with him to help us achieve our financial goals..
Morgann Holland
13.08.2023
Steel Lake Advisory Services
Jace has been a fantastic help. He is knowledgeable and approachable. We had to move our apt. a few times and they were flexible to suit our requirements.I would happily use their services again.
Rachel Clymo
19.07.2023
Steel Lake Advisory Services
Jace is extremely knowledgeable. We have been able to discuss aspects of our financial situation, and Jace could offer products and advice in an easily understandable and relatable manner.
Debra Bannerman
18.07.2023
Steel Lake Advisory Services
Jace's advice from Steel Lake Advisory Services has always been tailored in a way that we can understand, reflects a deep knowledge of the financial markets and following completion of our meetings we always feel reassured. Any documentation is always accurate and prompt. We have no hesitation in recommending Steel Lakes Services to others.
Cynthia Leyshon
10.07.2023
Steel Lake Advisory Services
Jace and the team have provided us with advice regarding our insurance and Self-Managed Super Fund over the last 6 years. We have always felt his advice aligned with our goals and his ability to explain complex strategies in simple terms allowed us to proceed with confidence.
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13/478 The Esplanade, Warners Bay NSW 2282
Steel Lake Advisory Services