Steel Lake Advisory Services

Steel Lake Advisory Services Wealth Creation | Retirement Planning | Risk Protection | Tax Minimisation Their best interest was not put first, and they were not educated on the risks.

Steel Lake Advisory Services started from humble beginnings like our Senior Adviser and Principal, Jace Cordell. Born and bred in the ‘Steel City’ of Newcastle and Lake Macquarie, Jace was inspired to help people achieve their financial goals after seeing someone close to him experience both financial and emotional pain from poor investment advice. As a Financial Consultant, Jace prides himself on

having a trusting and honest relationship with his clients, to ensure they fully understand their financial strategy and to ultimately achieve their desired outcomes. He has built the business on this philosophy. Opening in 2015 as part of the Mortgage Choice Financial Planning (FinChoice) franchise, then changing name and licensee in 2021 to what it is today. Whilst Steel Lake Advisory Services has expanded from Newcastle and Lake Macquarie, to now providing personal financial advice to clients across Australia and internationally; we have stayed true to our roots and will continue to maintain our personalised, client focussed approach at the core of what we do. We enjoy seeing that we can make a difference to our clients’ financial wellbeing and lifestyle. We work with each client to implement a personalised plan that best utilises their resources to optimise their financial position, whilst making sure they are financially protected in unforeseen circumstances. The personal financial advisors from Steel Lake Advisory Services work with a wide range of clients across Australia and Internationally – aged from early 20’s to late 70’s – and provide financial advisory services specialising in tax minimisation, wealth creation, personal insurance, investments, superannuation, and retirement planning strategies.

🌟 Meet Paul Wheeler – Our New Senior Financial Adviser 🌟We’re thrilled to welcome Paul Wheeler to the team at Steel Lake...
02/06/2025

🌟 Meet Paul Wheeler – Our New Senior Financial Adviser 🌟

We’re thrilled to welcome Paul Wheeler to the team at Steel Lake!

With over a decade of experience, Paul is a trusted financial adviser who has helped countless families and individuals achieve their financial and lifestyle goals.
He specialises in superannuation, personal insurance, retirement planning, investments, and tax minimisation strategies.

What sets Paul apart is his genuine passion for building long-term relationships and creating tailored strategies that evolve with clients' lives. Guiding them through life's complex financial decisions with transparency, integrity, and care.

Outside of the office, Paul is a dedicated dad and local soccer coach. When he's not on the sidelines, he enjoys playing golf and spending time outdoors with family and friends.

📞 Ready to take control of your financial future with someone who truly cares?
Email [email protected] or call 0418 731 078 to book a meeting.

Welcome aboard, Paul!

https://steellake.com.au/team/

01/11/2023

Market Movements & Review November 2023

01/08/2023

Market Movements & Review Video - August 2023

05/05/2023

Market movements & review video - May 2023

01/03/2023

Market movements & review March 2023

03/02/2023

Market movements & review video - February 2023

03/11/2022

Market movements & economic review - November

05/09/2022

Market movements & economic review - September 2022

04/08/2022

Market movements & economic review - August 2022

There are some changes to some super contribution rules starting from today, including the new eligible age for downsize...
01/07/2022

There are some changes to some super contribution rules starting from today, including the new eligible age for downsizer contributions. Please reach out for advice on how to best utilise these in your unique situation.

01/07/2022

Here's the July 2022 market movements and review video for the end of the financial year.

Address

Suite 13, 478 The Esplanade
Warners Bay, NSW
2282

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 5pm
Saturday 10am - 2pm

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