Tahlea Stephenson

Halpin Wealth

Bronze

3 Yrs Experience

Adelaide, SA 5000

About Tahlea
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I am dedicated to helping my clients achieve their financial goals and believe that a strong client-adviser relationship is key to success. I take the time to listen to my clients’ needs and love getting to know them personally to enable me to create tailored solutions that meet their unique financial situations. I am committed to providing advice that is in the best interests of my clients and adds value to their lives.

I hold a Bachelor of Business in Financial Planning and have worked in the financial services industry since 2010, gaining a wealth of experience and knowledge that I utilise to benefit clients.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Aged Care
Cashflow & Income
Tax Strategies
Growing Assets
Budgeting

5.00 May 2024

I have appreciated Tahlea’s professionalism and friendliness when she has visited us for our investment reviews. She has answered our questions and guided us with her advice when necessary and been prepared to ask for further information when it has been required. Tahlea has been very helpful in sorting out our super and investments since the recent death of my husband and I have really appreciated her assistance.

5.00 May 2024

Our experience with Tahlea was excellent. She has amazing knowledge and experience with everything to do with superannuation and other areas. Tahlia’s communications methods are fantastic. When she explains things we understand and we don’t have to ask her to repeat them.

5.00 May 2024

Tahlea is always interested in what we've been up to and uses that knowledge to tailor her financial advice to our needs. I feel like she takes a personal interest in us. She explains everything clearly and I'm confident that our financial affairs are being looked after with a high level of expertise. She always answers our questions and responds promptly to emails.