Steve Clarke

Constellation Financial Planning Pty Ltd

Platinum
11 Yrs Experience
Baulkham Hills, NSW 2153
4.96
109 Reviews
5
4
3
2
1
4.98
Clear communication
4.93
Knowledge & expertise
4.97
Customer care
4.96
Likely to recommend
Showing reviews 1—10 of 109

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5.00

"Steve is a great communicator and is very enthusiastic about his job."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve is a compassionate, professional, knowledgeable, ethical, and determined expert. He took the time to get to know me, my circumstances, and my dreams for my family so I could plan accordingly. I feel I can relax and do what I do well as he does what he does well, and, in that sense, it is a partnership where I matter; I am not merely a number or a payment as I have experienced previously. I love the feeling of having a team dedicated to working with me, with Steve as a leader."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I was initially recommended Constellation Financial through a friend of mine through recommendations on my face book page. I had three or four recommendations once I had done my research from the advice of my friends one stood out Constellation Finances. We needed someone to come to us to suit our time schedules. Steve came out and listened to our needs and begun to collate the information into a plan. One year fast forward and we are very, very happy with Constellation Financial Planning. When we need additional advice on properties and our plan Steve and his team are very prompt in getting back to us whether via email or phone call. I would gladly recommend Steve and his team to anyone."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Great understanding of our ever-changing situation, providing great advice and giving us a great level of comfort for our future."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Meeting Steve and his team has been a good experience. We were given clear information that was easy for us to understand. If we have been unsure about anything they are just a phone call away, and there friendly staff are quite happy to help and guide us through the process. Thank you & your team 🌟🌟🌟🌟🌟"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve is a confident and knowledgeable financial adviser. He is approachable and amicable and makes sure he explains all facets of financial planning for retirement clearly. He is polite, prompt and open to questions and is always very clear and ready to reply. Steve is a really lovely, professional bloke."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve has excellent and consistent communication as well as outstanding market knowledge. He consistently provides a range of options that cater to my needs. This has been the case throughout our long-standing, professional relationship."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend

Review history

5.00

Peter, under 35 years, Glenwood, NSW

"Steve has been looking after my super for a couple of years. He has kept me up to date with the latest super updates such as first home super saver. He has been very helpful"

5.00

"Steve is extremely knowledgeable. He is patient and clear when explaining complicated issues. He always makes time to see us in person, should we have any questions."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend

Review history

5.00

Linda, 65+ years, Glenhaven, NSW

"Both my husband and I have found Steven a trustworthy adviser. His explanations in the quagmire of services have been clear and accessible."

5.00

"I found that Steve had a thorough knowledge of the financial options I required and was easily able to communicate and explain those options to me."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

""I was happy with how the changing of my super fund was handled and the information I received. All the staff members at Constellation Financial Planning provided a very good service, quick reply to emails and phone calls. ""

  • Superannuation
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"He's great at what he does."

  • Superannuation
  • Shares & Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 109

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting