Steve May Financial Services has set itself apart in the financial space.
Just about everyone has been at a loss with their finances at some stage in their lives. When they’re first starting out, starting a job, building a family, or maybe buying a home. As life goes on you may have questions around reducing debt, buying investments, contributing to superannuation, or how to just get started creating wealth. In later years, it’s about setting yourself up for a comfortable retirement, whatever comfortable means for you specifically.
The trick is finding a professional you can trust. It’s pretty daunting approaching someone you don’t know. Steve and his team understand that making big decisions about your financial stability isn’t an easy process for some.
About Steve May Financial Services
We pride ourselves on being kind. That’s number one. Our people are all locals, and our office is right in the heart of Warners Bay. We live and breathe Lake Macquarie. Unlike many stuffy, “high-end” financial planners, we’re willing to work with anyone who is genuinely keen to learn and plan for their financial future. You don’t already need to have a million bucks to book a meeting. If you already have a million bucks that’s ok too.
We know it can be pretty daunting to open up to a stranger about your financial position, which is why we never judge. Our team will always strive to explain things simply, and put in place uncomplicated strategies. No complex jargon and talking over our clients – we take the time to listen.
How it works
You may have a desire to get ahead financially, want to develop a financial plan or have a specific issue you need help with. Think superannuation, budgeting, shares, property. Then get in contact to organise a meeting. You can contact us by phone, email, website enquiry, Facebook, or, however you feel most comfortable.
From there, our team will arrange a suitable time for a face-to-face meeting, a video call, or a phone meeting – whatever suits you best. There is no cost to you for your first meeting. It’s designed for us to introduce ourselves and discuss generally what you may need and if we can help.
So take control now
If we think we can provide value and give specific written financial advice then we’ll let you know the cost. Then let you think about it before we go ahead with anything – you’re in control at all times.
Reach out to make an appointment. All our contact details are below – start taking control of those issues you’ve been putting off
Contributor:
Steve May Financial Services | Uncomplicated, affordable and personalised financial planning advice.
Steve May – Owner
Description: Based in Warners Bay, our goal is to provide uncomplicated, affordable, and personal financial planning advice to the people of Lake Macquarie and surrounding areas. Whether you’re starting your wealth creation journey, or are ready to retire, and everything in between, we’re here to help.
Phone: 0412524293
E: steve@stevemayfs.com.au
