Helping people organise and understand their finances in an easy to understand and affordable manner is pretty rewarding.
It’s been estimated that up to 80% of Australians never obtain advice on how to manage their financial affairs. It’s a mission of mine to try and help as many of that 80% as I can. And I have a great team working alongside me to help.
At times the never ending compliance requirements become very tiring. For every hour I spend talking with a client, there are multiple hours spent on the paperwork – and paperwork isn’t my favourite part of the job.
Amongst the mundane tasks, though, my career provides me with lots of treasured moments.
What better feeling than for a young couple to tell me they feel “all grown up” now they have sorted out their superannuation and life insurance, for a pre-retiree to tell me they feel great now they have their retirement plan mapped out, or for a retired client to tell me they feel safe knowing I’m looking after them. It makes it all worthwhile.
And to be trusted enough to sit with a client’s 4 year old and read her “The Bum Book” (by Kate Mayes) before I was allowed to leave their home probably takes the cake!
To get started on sorting out your personal finances, start a conversation with us today.
You need to consider with your financial planner (or adviser), your objectives, financial situation and your particular needs prior to making an investment decision. Futuro Financial Services Pty Ltd and its authorised representatives (or credit representatives) do not accept liability for any errors or omissions of information supplied on this website
Steve May, Luke Styles and May Wealth Pty Ltd T/A Steve May Financial Services are Authorised Representatives / Corporate Authorised Representative of Futuro Financial Services Pty Ltd ABN 30 085 870 015, Australian Financial Services Licensee, Licence number 238478. Please refer to our website at www.stevemayfs.com.au to reference our Financial Services Guide and business/adviser profiles.
May Wealth Pty Ltd ABN 71 612 234 518 trading as Steve May Financial Services is a Corporate Authorised representative of Futuro Financial Services Pty Ltd ABN 30 085 870 015, Australian Financial Services Licensee, Licence number 238478.
Steve May and Luke Styles are Authorised Representative’s of Futuro Financial Services Pty Ltd ABN 30 085 870 015, Australian Financial Services Licensee, Licence number 238478