Steven Nickelson

Embrace Wealth

Platinum

17 Yrs Experience

Ascot Vale, VIC 3032

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As a Certified Financial Planner, I make strong, long-term relationships with people by listening and understanding their situations, then assisting to put them on a path to living their life the way they always pictured it. Your financial success hinges on surrounding yourself with a 'board of advice' consisting of professionals such as Accountants, Finance Brokers and Solicitors, with a Financial Planner the cornerstone to a successful future.

I enjoy working with a range of clients including enthusiastic professionals, small business owners, people who are currently or considering moving or building a home, those who are considering retiring or winding back work as they build towards retirement, and retirees.

Feel free to reach out.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Socially Responsible
Tax Strategies
Growing Assets

5.00 November 2024

We have been with Steven for over 12 years and during that time we have found his service exemplary. During this period with Steven we have been able to move our financial position so that our retirement is in a far better place. We welcome his clear & knowledgeable insight to the market which has certainly been an advantage to us. We look forward to our further relationship with optimism.

4.75 December 2022

We have been with Steve for about a decade now and continue to trust his judgement and recommendations as our circumstances evolve and we need to tweak our financial settings.

5.00 October 2021

Extremely satisfied with all advice to us. Would highly recommend their services.

5.00 October 2021

My review of Steven.... I have found him totally professional and easy to understand, hence I have been able to have a clear path to understanding what is in my best interest for my "Self Managed Superfund. If at any point I have needed clarification of something I have not been able to understand he has been available to clarify the situation by phone followed up with an email. I would highly recommend Steven to anyone who is unsure of their Financial Situation.

5.00 October 2021

Steven has provided a valuable service in these uncertain times. He has always been willing to explain issues clearly and provide a flexible and positive way forward. We look forward to being able to take advantage of future opening up opportunities and outcomes.