Who I Work With

It is indeed a pleasure to tell you about my financial advisor, Stephanie Yeung. I want to highlight not just her first-class standard of skills but her professionalism and the depth of her personal interest she takes in her clients – you very much feel you are visiting a “friend”.

She keeps abreast of my personal circumstances and needs; the advice is always tailored for me and not some “standard formula”. On more than occasion, she would source specific information without being asked if it is relevant and helpful to me and she concerns for my personal welfare, but always mindful of my privacy.

She constantly updates me with financial reports and articles relevant to my needs and putting the “financial speak” into a language that I can understand.  Stephanie easily gets across financial issues – in a calm, reassuring manner. To anybody seeking financial advice from a highly qualified financial planner, with a bucket load of integrity, ethics, compassion and care for clients, I freely recommend Stephanie.

I have had the privilege of dealing with Stephanie Yeung for some years. Her integrity and attention to detail is immeasurable and cannot be faulted. Stephanie’s depth of knowledge, expertise and passion for per profession is evident in her professional and friendly acumen. She offers sound financial advice and guidance whilst explaining the right strategy specifically suiting to me as her client.

Stephanie is reassuringly approachable, trustworthy, conscientious and courteous; willing to answer any questions and is truly interested in her client’s needs and requirements. The service Stephanie provides is instrumental in ensuring my ongoing financial planning is on the right path.

I have been with Stephanie for 4 years and have always found her helpful and accessible. I only need to ring her, and my needs are met, and her explanations are always easy to follow and understand. She has my highest recommendations.

Stephanie is thoughtful and professional and really listened to my needs with regards to being financially comfortable and secure in the coming years and looking to retirement. She really took the time to understand my situation well before providing advice.

She is clear in her explanations of strategies and the reasons behind them and is always available for extra clarification. My experience in financial planning with Stephanie is that she is knowledgeable, a good communicator and that she really enjoys her work and helping people reach their financial goals.

I’m very happy I developed a plan with Steph, I would definitely recommend her to my friends and family.

Stephanie was very professional and easy to understand but more importantly she cares. She was very understanding of my parent’s situation, repeatedly going through the steps and following up promptly with any later questions.

We were advised to seek assistance for matters relating to transitioning our 92 year old mother into an aged care facility. There were multiple issues and Stephanie’s ability to sort through the complex financial set-up and present the family with multiple options, was fantastic.

Everything was done in a clear, calm and professional manner. We are extremely impressed with Stephanie and would highly recommend her services to anyone facing the mire of aged care.

Stephanie was very professional, knowledgeable and key in setting up a future plan for us. Stephanie’s advice was well presented and her patience & helpfulness in assisting us to easy understand our financial plan was exceptional.

She was always available for any queries or any concerns we may of of had and Stephanie maintained regular contact with us to see how things were going or if she had a new investment opportunity.

We would highly recommended Stephanie, we believe her experience, personability and lovely nature is a credit to to her and we feel like she really has our best interests and health at heart and strived to improve our wealth. We feel Stephanie is and has always been in it for the client.

Stephanie was a great communicator when dealing with our mother’s move to aged care and the assessing of her assets and superannuation. She provided the information we need clearly and explained it all very clearly and carefully so that we understood everything prior to making a decision about mum’s assets. Stephanie was not afraid to tell us the hard truth which really helped us to make the decision we did. Thank you Stephanie.

Stephanie was an amazing adviser through a complex and emotional time in my elderly parents transition to care. Her advice was clear and well-presented which allowed me to be clear with all family involved. Highly recommend. 

Stephanie was very supportive and helpful in advising me with regard to my current finances and putting together a plan for my future.