07 3833 3100

Sara Stephens

BBus (Accy), Dip.FP, Adv Dip.FP, CFP®, C.dec, Registered Tax Agent

Developing long term, comprehensive lifestyle and financial strategies, with sufficient flexibility to deal with all life’s changes, is Sara’s focus in ensuring clients achieve their objectives.

Sara’s specialist expertise in estate planning and aged care strategies, together with her broad knowledge of superannuation, taxation and investment strategies, enables her to provide a holistic financial planning service, with strategies tailored to a client’s individual circumstances.

“I’m a foodie at heart and love nothing better than travelling with food and a splash of adventure in the back of my mind – returning home and transforming local and ingredients from afar into meals fit for a crowd are a rather pleasant way of winding down and relaxing!”

Early planning is key to
achieving your objectives.

Contact us to learn how our planning can assist with securing your
financial future.