Steve Martin

Steve has been able to assist us with transfering from working life to retired life in a manner that was easy to understand and very helpful.

My own financial behaviour had presented significant challenges for my life and I was keen to seek guidance from Steve. What I have been able to achieve has been facilitated by Steve’s skill as a communicator, his understanding of behaviours related to money and his technical expertise. Steve has introduced me to insight around my own financial behaviours that I have appreciated enormously. Steve’s particular skill is characterised by a respectful approach using active listening, whilst delivering what have often been confronting personal challenges about unhelpful behaviours. Steve’s guidance has provided me sound technical advice that is aligned with my goals and values as well as personal insights leading to sustainable change and prosperity. Steve has my sincere endorsement and gratitude.

Steve is extremely knowledgeable in all areas of finance and has helped me specifically with budgeting and being smart with money. I would (and have) highly recommend Steve for life and money advice, and to help point you in the right direction.

I have enormous gratitude to Steve for his care and guidance on my financial and emotional journeys. Steve takes the time to help me recognise and understand my drivers and my behaviour, and together we are developing a plan for the future which is not only financially sound, but closely aligned to my priorities. Steve blends his skills of listening, intuition and deep care for the individual to help me navigate my own financial landscape, and I am grateful for the better path that Steve is helping me to plan.