Principal | Wealth Adviser
BCom, DipFS, GDipAppFin, CFP®, AIF®
Steven joined Capital Partners in 2015 after close to a decade of working in stockbroking and financial advisery. He was driven by the opportunity to work more holistically with a small number of successful families to help them maximise every aspect of their financial lives.
Steven works with his team to ensure the families he supports have a clear plan in place. He believes that great advice requires a deep understanding of your family, access to the right expertise to help you make smart decisions and a strategy that is dynamic and can adapt as your life and the world changes.
Every family is unique, and Steven understands the different types of challenges that successful families face. He works best with families that value a deep relationship with their adviser and for whom their wealth is an enabler for them to live their best lives and have a positive impact on the world around them. His clients know that he will always have their back and that he is a tactful sounding board for any issue that may arise in their lives.
Steven has a particular focus on working with business owners that are either concentrating on accumulating wealth outside their business or transitioning to life after a business sale. He also loves helping give confidence to people going through a separation and working with families looking to set themselves up for retirement.