Financial Planner Profile

Name: Stephen Buhlman

Qualifications:Certified Financial Planner® professional
Bachelor of Economics, Member of SMSF Association

Clients passionate about reaching their financial goals choose Stephen to tailor and manage their future financial affairs.

Stephen’s passion is providing client-focused strategic financial advice and his approach is to meet the specific needs of each client through a disciplined approach.

Stephen believes that through appropriate customised strategies, client education and effective communication that his clients are empowered to reach financial freedom.

Stephen seeks to build long-term relationships with his clients by helping to manage their finances on an ongoing basis. As most people’s situations continually change,

Stephen reviews his client’s position regularly to ensure that they are making the most efficient use of and protecting the resources that they have.

Documents:

Financial Planning Services:

  • Portfolio Management
  • Investment Advice
  • Superannuation / SMSF
  • Strategic Advice

  

  • Retirement Planning
  • Insurance
  • Cash Flow & Banking
  • Home / Investment Loans