Andrew Steindl

At Mission Financial Planning Pty Ltd we take great pride in providing our clients with uncomplicated and affordable financial advice in the areas of wealth creation, management and protection. An individual and holistic approach enables us to provide our clients with advice tailored to achieve their financial and lifestyle goals and aspirations over the medium to long term. Due to this we aim to build strong, long term relationships reinforced on mutual respect, trust and understanding.

The business name is ‘Mission Financial Planning’ and our mission is to assist each of our clients to realise their financial goals and objectives. To do this the mission is constantly held within sight and regularly reviewed to ensure it remains on track and any necessary changes can be accommodated.

My experience dates back to 1998 in the finance industry has been across a wide spectrum of industry sectors, including savings and investment, risk management, commercial and agri business lending, small to medium enterprise, home ownership, banking, debt management, insurance and financial planning.

I have been in a Financial Planning role since 2014 and thoroughly enjoy assisting people in discovering their own goals and then develop a suitable plan and work towards meeting their goals. I believe in an individual holistic approach in assisting clients to meet their financial goals and objectives. It is my aim to provide personalised and responsible advice suited to your objectives and believe that sound advice and planning is the key to improving your financial position.

To support my financial planning, finance broking and banking experience I also have achieved a Bachelor of Commerce, Diploma in Financial Planning and Cert IV Finance & Mortgage Broking, giving me the necessary qualifications to support my clients across their financial requirements. I undertake continuous professional development and training programs so that I am up to date with legislative changes to superannuation, investments, social security and tax environments. I have access to technical, risk and investment research professionals who provide me with additional analysis on strategies and products that become available as a result of these changes.

I will help you sort out your goals and weigh up different investment strategies to achieve them. Most importantly, I turn your thoughts into action. There are no secret formulas to achieving financial security. I work with you to get the basics right and ensure you have a plan to achieve your goals over time.

In 2018 I decided to branch out taking full control of direction and strategy with the introduction of Mission Financial Planning Pty Ltd. To compliment services to my clients and the wider community I am also the Sole Director of Mission Finance Broking Pty Ltd, a Finance Broking firm offering a comprehensive service in the areas of mortgage, asset/equipment and commercial lending.