Financial planner in Graceville, Brisbane
Plan for the life you actually want.
Whether retirement is close or a long way off, we help you see what's possible and how to get there.
- 20+ years in financial services
- Graceville local since 2009
- Plans reviewed every 6–12 months
Financial planning for
all stages of life
Our goal at Stevens & Co Financial Services is to provide expert financial services and information at all stages of life so you can better plan for your financial future. We will guide you through the planning process and help make your financial goal a reality.
From super and retirement planning to investments and insurance, as well as goal setting, budgeting and cash flow management, we have a range of services to help you grow your finances.
Financial services you can rely on
Financial decisions aren't always straightforward, and knowing where to start can be half the challenge. Whether you're reviewing your current arrangements or planning for what's ahead, we're here to help you understand your options and work out what makes sense for you.
Make the right decision when it comes to spending and investing your money
Investing & Wealth Creation
A good budget is a foundation for growing your wealth
Budgeting & cash flow
It's never too early to start thinking about retirement, no matter what stage of life you're in
Retirement planning
Maximise the benefits of this important asset early to set up your lifestyle in retirement
Superannuation
Make sure you and your family are covered for the unexpected
Personal insurance
Advice on managing debt and saving for your future property dreams
LendingTrusted by the clients we look after
We asked our existing clients to rate our service, professionalism and value. Here's what 37 of them told us.
See the full survey results
Michael Stevens, Graceville financial planner
Principal, Stevens & Co Financial Services
Michael is the Principal of Stevens & Co Financial Services, bringing over 20 years of experience in the financial services industry.
Having lived and worked in Graceville since 2009, Michael has built strong relationships with local clients, helping individuals and families navigate their financial needs with a personal, professional approach. Together with his team, he is committed to delivering quality financial services tailored to each client's circumstances.
More about usOur five-step financial advice process
We've made the process simple, with five clear steps from our first conversation through to putting everything in place. You'll know what's happening at each stage and what to expect next.
Get to know you
We listen to your goals, your worries and where you are today.
Shape a strategy
We explore your options and design a plan around you.
Walk you through it
You receive a Statement of Advice and we go through it together.
Put it in place
With your go-ahead, we take care of the implementation.
Keep it on track
We review your plan with you every 6 to 12 months.
Frequently asked questions about financial planning
What does a financial planner do?
A financial planner looks at your whole financial picture, including income, super, savings, debts, insurance and goals, then recommends a written strategy to help you reach those goals. We also help you put the plan in place and review it with you every 6 to 12 months.
What happens at the first meeting?
The first meeting is a conversation. We get to know you, what matters to you and where you are today, and explain how we work.
Do I need a lot of money to see a financial planner?
No. We work with everyday Australians at every stage of life, from people setting up their first budget to those planning retirement. Good advice early can make a bigger difference than advice later.
How much does financial advice cost?
Fees depend on the advice you need and how complex your situation is. They're set out in writing in your Statement of Advice.
When should I see a financial planner?
Any time you're facing a significant money decision or want more confidence about your future. Common triggers include buying a home, starting a family, changing jobs, receiving an inheritance, approaching retirement, or simply feeling unsure whether your super, insurance and savings are on the right track.
Book a time with a Brisbane financial planner
Tell us a little about your financial goals or what you need help with, and we'll be in touch to arrange a convenient time. Prefer to speak with someone directly? Give us a call.
- Office(07) 3278 0260
- VisitShop 1, 165 Long St E
Graceville QLD 4075 - PostPO Box 2255, Graceville QLD 4075