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Depth of knowledge, understanding and care

View Our Services

Depth of knowledge, understanding and care

View Our Services

Why Get Financial Advice?

Financial advice can help you make better decisions about your financial future at any stage in your life. You work hard so why not make sure your money is working as hard as you are?

The value of good financial advice isn’t exclusive to ‘the wealthy’. We all have the potential to build financial independence. A skilled Financial Adviser could help you reach that potential and put thought into action, especially if you tend to put things off.

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Our Approach

Our financial planning process

Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
Initiating a Preliminary Conversation
Introductory Call
Understanding each other in Depth – we meet!
Getting the Lowdown
All About the Facts and Figures
Navigating Your Options
Bringing Clarity, Comfort, and Confidence
Your Financial Game Plan
Easy to Share, Easy to Understand
Review. Reflect. Recommit.
Not just looking back, looking forward with Depth!

What we do

We help you sleep better at night knowing your money is aligned with what’s important to you, by providing your greater clarity, comfort and confidence in your financial world.

Cash flow

This is one of the most important services we deliver to clients. Clients find it invaluable to see us create a picture of their financial lives to enable sound decision-making.

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Debt Management

Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.

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Investments

Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment.

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Wealth Protection

Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family.

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Cash Flow & Debt Management

Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.

Find out more ....

Investments

Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment.

Find out more ....

Wealth Protection

Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family.

Find out more ....

Superannuation

Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.

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Self Managed Superannuation

While a Self Managed Superannuation Fund suits a small segment, it might be the perfect fit for you.

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Estate Planning

We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.

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Retirement Planning

Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money for the future

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Aged Care

It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.

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Our Financial Planning Process

Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.

Step 1
Discovery Call
Let's have a quick chat to see how we can work together to help you achieve your goals.
Step 1
Step 2
Gather Data
We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.
Step 2
Step 3
Financial Plan
We create a personalised financial plan that will serve as a roadmap towards your goals.
Step 3
Step 4
Implementation
We set your financial plan in action by implementing all your personalised strategies.
Step 4
Step 5
Support
There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors.
Step 5

Insights

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Out with the old in 2024...

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How will you use your super?

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How to give back

Australia is a giving country, but we often give in kind rather than financially. Whenever there is a disaster here…
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Powering down for a relaxing holiday

It’s nice to enjoy a break over the summer months. In fact, it’s an Aussie tradition – that mass exodus…
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Financial wellbeing is a gift worth giving yourself

The festive season is a time of joy and celebration but, for some, it can also lead to a financial…
<div>Market movements & review video - December 2023</div>

Market movements & review video - December 2023

Stay up to date with what’s happened in markets and the Australian economy over the past month. Consumer prices eased…
Read more

5 Easy Steps To Your Dream Retirement

In this free ebook we share 5 important steps you can take to start planning for your retirement NOW!

We’re committed to your privacy. We may use this information you provide to us to contact you about our services. You may unsubscribe anytime.

What our clients say

We were very happy with Sheldon’s advice and the way in which he communicated what were, in many cases, unfamiliar processes. In particular we felt very comfortable throughout the advice process. He spent time getting to know us and our needs, and explained things to us in a language we could understand, and had the patience in some cases to explain things several times! We always knew what the next steps in the process were, and Sheldon provided friendly reminders of the timing required on the return of signed documents etc. We definitely feel in much better control of our finances following Sheldon’s advice. We previously knew that there was much to do to streamline our finances, but did not have an understanding of how to approach it. We would happily recommend Sheldon’s services to family and friends.
Megan and Trevor
I have found Sheldon to be a great help in what has been a very difficult time in my life. Sheldon has an easy going manner that put me at ease, not an easy task! My meetings with Sheldon have been relaxed and he has always listened to me and what I want and needed for my future, and then come up with the best solution for me to travel forward always taking time to check in and see where I am at and keep me updated. I would not hesitate to recommend Sheldon to family and friends in need of someone to guide them in the right direction to look at securing a more stable financial future. Thank you Sheldon for your help in enabling me to take control of my financial future
Nicole
Sheldon is amazing! We have been very happy with his financial advice and the way he has educated us about our financial situation. The financial plan that he developed has allowed us to enjoy our retirement and do the things that we have always wanted to do. On many occasions we have needed to ask a question and he has always been there with a quick and well explained answer. A very big thank you to you Sheldon, our retirement is better having you near
Sandra and Ralph
We starting working with Sheldon several years ago and are clearly seeing the benefits of having done so. We have investment properties and a financial plan, with achievable milestones and a strong landing point at retirement, we’re no longer just saving money and wait to see what happens. We wish we had found Sheldon years ago! His advice has completely changed our view of retirement and he’s always available for a follow-up question or chat. I recommended Sheldon to anyone who is serious about taking control of their wealth and financial planning. This relationship is definitely working for us
Greg and Lanny
David and I were extremely comfortable during the advice process with Sheldon. Everything was explained clearly, so we could understand what was going to happen. We were fully informed throughout the process and were told what time frames to expect. After receiving our financial advice, we now feel we have total control over our financial situation. David and I truly appreciated Sheldon taking the time to visit us at home, and by having our own financial plan documented means we have at our convenience, something we can refer to whenever the need arises, and it is a great pleasure working alongside Sheldon
Catherine and David
When working through our financial plan with Sheldon, Barbara and myself were made to feel very comfortable throughout the process. Financial terms and content were explained to a level that ensured we both understood what they meant and the positive and negative impacts they could have on our financial goals. All steps in the process were well laid out and explained so we knew what was happening, when it was occurring and the impact it would have. Due to the time taken by Sheldon to explain the various aspects of our financial plan we have a better sense of clarity and control over our plan. I would recommend Sheldon to my family and friends to provide comprehensive financial advice in order to obtain a sense of clarity on their current financial position and plan so in turn steps can be put in place to maximise their wealth and cash flow position going forward
Paul and Barbara
Sheldon is great to work with, communication was excellent and incredibly patient and personable. All areas of discussion and advice were clarified, anything I was unclear on was explain in a way in which I could understand and digest. I felt absolutely informed throughout the process as to the next steps and timeframes, whether by phone or email was fantastic and timeframes met. I feel a greater sense of clarity and control of my finances as a result of receiving comprehensive financial advice, although it looks different to how I imagined things to be working, the changes are new but we have been through the process and feel well supported.
Ali
Sheldon certainly made us feel comfortable during the advice process. It is not always easy meeting and conversing for the first few times via video link, but he made the conversation easy, and we were able to strike a nice balance between getting the work done and keeping the meeting feeling easy and friendly. Meeting with him face to face was also great and we appreciated being able to accommodate our 8-month-old at the meeting! Things were explained well and if further clarification was required he was able to provide information that assisted our understanding. We were very informed re next steps and time frames. And he was professional and clear and always did what he said he was going to do. As a result, we have much more clarity over our finance and would recommend Sheldon because he is approachable, genuine and care.
Sally and Chris
We’ve worked with Sheldon for over 12mths, and appreciate the level of transparency amd clarity he has provide across all aspects of our finances. He is always available and take a genuine interest in our lives and we look forward to growing our wealth. Thanks to Sheldon who is always there to answer our questions and goes beyond his role
Rob and Cath
We couldn’t be happier with the support and advice we have received, and thanks to Sheldon for his ongoing support. We look forward to the continuing support and advice in the future. - Tom and Mel We found Sheldon to be very knowledgeable and informative, he presented a plan to s which was very easy to follow and understand. Great all-round service
Stewart and Joanne
We were introduced to Sheldon Steeles a few years ago and we have found hime to be a trusted advisor. We therefore highly recommend Sheldon bevuase of his integrity and genuine interest in creating our present and future goals
Paul and Cecily
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Get in touch

Our Address

Operating hours:

Monday – Thursday 8:30am-5pm
Friday 9am-2pm

Site pages

Insights

Legals

DISCLAIMER
Sheldon Steeles and Depth Financial Advice are Authorised Representatives (ARN 1003211 / CARN – 001306833 ) of Alpine Financial Advice Pty Ltd (ABN 76 660 833 385 AFSL No. 541401).

The information provided on and made available through this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. We recommend that you obtain your own independent professional advice before making any decision in relation to your particular requirements or circumstances. Depth Financial Advice do not warrant the accuracy, completeness or currency of the information provided on and made available through this website. Past performance of any product discussed on this website is not indicative of future performance.

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Jane Brown

Head Accountant

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