About Stevens & Co
Empowering everyday Australians to live their best life and feel secure in their future.
Helping people achieve their financial goals
We work for you
Our financial advisers take the time to understand your financial situation and help you get on the right track to financial independence.
We want to…
Empower everyday Aussies to live their best life and feel secure in their future by providing quality, affordable financial advice.
No matter what you want to do…
Whether you want to buy a house, protect your family, invest and build wealth, plan for your future or manage your household spending better, we can help.
Passionate
We love what we do. Helping people achieve their financial goals and build wealth for their future is what we love.
Professional
We are a professional financial services firm that prides itself on quality outcomes and professional service.
Highly experienced
Our team is highly experienced across financial planning, including the financial side of buying property. Let us help you.
Michael Stevens
Principal, Stevens & Co Financial Services
Welcome, you've come to the right place!
My name is Michael Stevens. I have been working in financial services since 2004, helping people achieve their financial goals. I live and work in the Graceville area and have been assisting local clients since 2009.
My team and I help everyday Australians live the life they've always dreamed about.
Meet the team
The people working alongside Michael to look after you.
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Sarah Mills
Advice Support
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Jayde Hyatt
Administration Assistant
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Shonelle Lammiman
Paraplanner
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Anthea Robinson
Mortgage Broker
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Jessica Stevens
Communications
About Stevens & Co
What services does Stevens & Co offer?
We provide financial planning advice on retirement planning, superannuation, wealth creation and investing, personal insurance, budgeting and cash flow, and debt management. We look at how each area fits together, rather than in isolation.
Who do you work with?
Everyday Australians at all stages of life, from young families and first home buyers to people approaching or already in retirement. You don't need a large balance or a complicated situation to benefit from advice.
Where is Stevens & Co Financial Services based?
Our office is at Shop 1, 165 Long Street East, Graceville QLD 4075, in Brisbane's western suburbs. We work with clients across Brisbane.
Does Stevens & Co arrange home loans?
No. Stevens & Co Financial Services is a financial planning practice, not a lender. For home loans, refinancing and other mortgage broking services, we can refer you to Stevens Lending, whose accredited Credit Representatives can assist with your lending needs.
Who is Stevens & Co's licensee?
Stevens & Co Financial Services (MJGM Pty Ltd) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd, AFSL 236523. Our Financial Services Guide has full details.
Let's see if we're the right fit.
Every client relationship starts with a relaxed conversation. Get to know us, ask your questions, and decide whether working together makes sense.