I have used Steve both for my own needs and then recommended him to family members. Steve has a great store of knowledge and explains things very very well so that everyone can understand his suggestions, the benefits, the costs and the expected results. I would have no hesitation in recommending Steve to anyone, and feel that the options he offered and the advice he gave were really the ones that were best for each circumstance. Steve sorted out all my insurance needs after i created my own company, as well as offering suggestions on future wealth creation. Steve then assisted older family members with estate planning and asset management. We were all very happy with his assistance.
Terry Barron of Accrue Financial Group has been my financial adviser for over 10 years. I have been more than satisfied in the way in which he has handled my affairs. I have peace of mind dealing with Terry as he is very honest and always has the time to spend with me when required.
Kristy looks after me very well. I never have to worry about my financial business as I know I have someone competent looking after it for me.
I can’t recommend Steve’s financial wisdom highly enough. He is my go-to for advice and planning of all financial matters. I believe his detailed understanding of his industry and the time he takes to understand your values and your plans are what give him his uniqueness.
He gets to know you, he takes the time to listen to what matters and helps put steps in place so that you reach financial goals. He can explain complicated financial matters to me in a matter of minutes, and this is no small feat! I find him reliable, informative and approachable and have no hesitation in recommending his services to anyone.
I have been a client of Kristy’s since 2009. I was previously a client of a major bank. Since becoming a client of Kristy’s my fees have reduced significantly and I receive personal service rather than being treated like a number.
I first met Steve several years ago whilst a partner of a tax and accounting firm. Steve’s ability to relate to our diverse range of clients and propose realistic and attractive solutions was second to none. I received only positive feedback from numerous clients over the years. Steve was able to convert many leads for us and greatly enhanced our firm’s reputation. His depth of knowledge and expert opinion proved to be of great benefit to our shared clientele.
I have no hesitation in recommending Steve in any capacity.
Terry & Roma
We came to Accrue Financial in 1996 when we retired to Queensland. They were very careful with investing our money and we have had a most enjoyable experience as clients.