Client testimonials
Hear from the people we look after, in their own words.
What our clients say
5.0Based on 39 Google reviews
I cannot recommend Stevens & Co Financial Services highly enough. Michael and the team are incredibly professional, knowledgeable, and genuinely committed to their clients.
Michael is always on top of things, up to date with the latest advice and industry changes, and consistently goes above and beyond to ensure everything is handled thoroughly and efficiently. What really stands out is his availability and willingness to take the time to speak with you whenever needed — no question is ever too small, and you always feel supported and informed.
It’s rare to find someone who combines expertise with such a personal and trustworthy approach. If you are looking for financial services you can truly rely on, Stevens & Co is exceptional.
Following a devastating situation involving the loss of my entire superannuation due to illegal activity, I reached out to Michael for guidance on “what now.” From our first interaction, Michael and his team were incredibly empathetic, supportive, and genuinely helpful in every aspect of the process.
He carefully unpacked the complexity of my situation, helped me bring together all the moving pieces, and guided me toward a clearer path for rebuilding my financial future. Michael ensured I understood my options and what steps were needed, giving me both direction and confidence at a time when everything felt overwhelming.
Without his calm and thoughtful approach, I would likely still be feeling lost and uncertain. I’m truly grateful for his support and expertise during such a difficult time.
We have been engaging Michael for our financial advice for many years and I could not recommend him highly enough. He is knowledgeable, approachable, has an amazing understanding of the market, and makes the complexities of financial planning easy to understand and stress free. He has provided successful strategies to assist with us retirement planning, retirement and estate planning. Great guy too!
It is so great to know that Michael from Stevens and Co is always ensuring that you are well informed and up to date with all aspects of your financial future. It is refreshing to see that he is always putting your best interests first and the experience he has in the industry is current and well informed.
Michael all I can say is thank you and I’m glad I listened to you from the start when we first meet as it has had such a dramatic effect on me and my families financial future.
We have been clients of Michael for over 10 years now, and never once have we had any concerns over the quality of his advice. We met with a number of other financial planners before meeting Michael and making an instant connection with him. His advice is always measured and he is happy to spend the time with us to explain his thoughts on investments and the timing of any changes to those investments. … We cannot recommend Michael and his team highly enough.
Rated highly by the people we look after
In our most recent client survey, 37 existing clients rated our service, professionalism and value. 84% rated their satisfaction 9 or 10 out of 10, and 84% said they feel very comfortable discussing their finances with our team.
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