Steven Putt

Stonehouse Financial Partners Pty Ltd

Bronze

25 Yrs Experience

Brisbane City, QLD 4000

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A practical and progressive Adviser, with over 20 years of industry experience. Through timely and effective strategic advice, Steve assists his clients define their goals and values and then achieve them. Steve is committed to ensuring his clients receive the highest quality advice and strategy whilst developing long term relationships to deliver the outcomes his clients desire.

Steve’s “goals’ based” approach to assisting his diverse client base is designed to assist them to pursue meaningful outcomes and results, and in short, to live better lives. Steve is an active member of the Financial Planning Association of Australia (FPA) and has worked with the Cancer Council to assist cancer patients overcome financial issues and stress post diagnosis. He holds a Bachelor of Business and has attained various other industry associated credentials.

Steve has 2 children and on the weekend can usually be found chasing one or both around the sporting fields of South East Queensland. Steve enjoys most sports and has utilised the same dedication he applies to his work, to complete a number of ultramarathons, triathlons and obtain a black belt in Tae Kwon-do. When relaxing he enjoys spending time with family & friends.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Redundancy
Cashflow & Income
Complex Investments
Socially Responsible
Small Business Advice
Borrowing
Tax Strategies
Growing Assets
Wills & Estates

Fees are set based on work done for clients. A quote is done and agreed to, before any work is done.

5.00 December 2024

Steve has always been easy to communicate with and understand, I’m looking forward to working with him more in the future

5.00 February 2024

Steve enabled me to structure my financial position to grow my wealth and protect my assets, now and into the future. He took time to understand my needs and help develop my goals. His manner was professional, knowledgeable, responsive and down to earth. He patiently answered my questions and gave me choices I could easily understand. I felt empowered and confident in making decisions. I wouldn’t hesitate to recommend Steve to others and look forward to our ongoing professional connection.

4.75 August 2023

I took a leap with Steve more than 10 years ago after interviewing many advisers to work with. What set him apart was his structured, logical & sensible approach towards sustainable wealth creation, growth & its protection. His cheeky personality, ability to articulate & simplify financial matters were also a boon. Quite simply, he knew what he was talking about & he ticked the boxes where it mattered. Steve's advice has been valuable over the years. In hindsight, getting the basics right first, such as insurances in the early days was easily the best piece of advice from Steve. It made things a lot more manageable when it mattered most. His advice on wealth management does evolve over the years & he would not hesitate to recommend an alternative approach if it suited one's situation better. Regardless, the advice has always been provided transparently & still aligned to the sustainable investing principles from when I first met him. Choosing a financial adviser is a very personal choice. If you are looking for one, it would not hurt to have a chat with Steve to see if he could help. Do ask a lot of questions as he loves it!

4.50 June 2020

It's important to me that I develop a rapport with my adviser. Steve is the first of four advisers I've had over the years that has given me that level of comfort. He has given me excellent support in making choices with managing my SMSF, particularly with regard to reducing costs and simplifying options.

5.00 May 2020

Steve has always provided us with extremely well considered advice and has gone the “extra mile” to ensure that our financial structures are tailored to our needs. He communicates clearly and follows through as promised. I couldn’t be happier with his professionalism