I love helping people. From an early age, I realised I had an affinity for complex maths and enjoyed problem solving – initially I wanted to help myself to rise up from a difficult start in life to be in the best position possible and feel financially secure, but I quickly discovered that I wanted to do that for others, too.
My favourite type of client is a motivated client, someone who wants to learn and can see both the short and long term value in working together. I love it when a client can feel and see that the value we can add to their situation is far greater than the fees for the advice. I like to work with clients by collaborating with them - the plans are always better when we are both working towards the goals.
0433 313 099
steviejade@versewealth.com.au
Expertise
My fees
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 11
- First year providing advice 2013
- Years of experience 11
-
Highest qualification
- Certified Financial Planner (CFP)
-
Language spoken
- English
Verse Wealth
Hub Southern Cross, Level 2, 696 Bourke StMelbourne, VIC 3000
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Verse Wealth Licensee Services Pty Ltd
AFSL 523541