We are committed to providing the highest possible quality of education, support and financial planning advice to our clients, which we achieve by offering a personalised approach. To this end our senior financial planner, Stephen Pollard, focuses on developing a long-term relationship with you, enabling him to meet your specific needs now and throughout your life.
Stephen is passionate about empowering his clients to improve their financial position. As one of the few fee-only Gold Coast Financial Planners who gives advice based on a real understanding of his client’s situation and need, he leverages his own education, personal investment experience and his two decades’ experience helping people improve their lives.
Stephen holds an Advanced Diploma of Financial Planning as well as a Bachelor’s Degree. He is also a board member of Life Style Solutions, a national not-for-profit organisation that provides support to those with disabilities and to children and young people in need. He also holds an advisory position for a local Church Charity that raises funds and distributes food and other basic services to those in hardship on the Gold Coast and Northern NSW regions.