Financial Planning

Teakle Financial Planning

At Teakle Financial Planning, our experienced financial adviser Steven Schofield assists people like you to make decisions about their future.

The relationships we establish with our clients help them feel confident about their financial security now and in the future. We take the time to listen and understand what's important to you.

We look at your situation and provide you with a solution. We do this by providing advice across all life stages by using strategies for investments, superannuation, insurance, mortgages, retirement and aged care.

As your family financial adviser we are very approachable and enjoy meeting people to see if we are in a position to help. We love to support those who are open to advice, from starting out right through to retirement. Whatever stage of life you are in, 'stability' is the key.

Our Process

Our financial planning process involves developing strategies to help you manage your financial affairs allowing you to build and protect wealth, enjoy life and achieve financial security. Typically, we use a process of setting your goals with you and then we work out what you need to do to achieve those goals.

Meet with us

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In this initial meeting, we'll talk through your current situation, help you identify your financial goals and talk about your options. Our friendly, consultative approach makes all the difference and this first consultation is free of charge.

Work on a plan

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Identifying your current and future goals allows us to design the appropriate plan for you. We will then sit down with you again to run through our recommendations on how we can help you right now and into the future.

Action your plan

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Once you're happy with your financial plan we'll help you put it into action. At this stage we start structuring your investments and insurance products, and any other related services you may require.

Performance reviews

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We all know that life constantly changes and throws challenges at us. By continuing to review your situation, we can make sure your financial plan remains right for you. We will discuss the option of holding regular reviews with you, ensuring you are staying on track.

Financial Advice

Teakle Financial Planning is not tied to any provider of products or services. This ensures that all our clients receive the most appropriate advice with respect to their goals, objectives and financial requirements.

We have been assisting people like you achieve their financial goals for more than 15 years and our commitment is to provide the highest quality financial planning service to our clients.

Meet Our Financial Adviser

We are very happy to introduce you to Steven, our experienced financial adviser whom is committed to helping you achieve your financial goals.

Steven Schofield - Financial Adviser

Financial Adviser & Authorised Representative, Dip. Fin Planning, Grad Cert Fin Advice.

Steven joined Teakle Financial Planning in January 2019 and has been in the financial services industry for over 15 years.

Steven has provided financial advice since 2015 and now provides comprehensive financial advice on a wide range of financial matters including superannuation, risk insurance, retirement and wealth creation planning.

Steven holds a Graduate Certificate of Financial Advice and an Advanced Diploma in Financial Planning.