Steve quickly grasped our family dynamic and made some great suggestions for our financial planning – including a lot of tax savings through super and pensions.

Steve helped us fix up our UK pensions and stepped in with some guidance when things went off track with the UK bureaucracy – we didn’t give up and we got the right result in the end.

Now is the time to get serious with our financial planning and we’re happy to be working with Steve through Grand Plan Wealth. His advices have been extremely useful and helped us have a better vision and strategy for our family.

Steve helped me identify, track down and rescue my UK State Pension, get permission to add to it and now I’m on track for a full pension at a very modest cost. Very happy with that – best investment ever! He’s also helping me with my Australian Super and is very knowledgeable and easy to work with.

Steve is really approachable and knowledgeable and his projection software made me comfortable that our future is secure and we’ll be OK. I now have a context for the decisions we’re making together. I highly recommend Steve to anyone wanting to set in place plans that will take them comfortably into retirement.

I’ve had a couple of big life events to deal with recently and Steve effortlessly guided me through the financial twists and turns necessary to bring me peace of mind at a difficult time. He helped me to see how my investments could be aligned to provide me with a good, financially secure life going forward. I’m now actually excited about my financial situation rather than worried by it. I would recommend him to anyone needing financial guidance.