Streamline Wealth Efficient advice, empowering you to live your best life
Streamline Wealth Efficient advice, empowering you to live your best life
Financial Advice – tailored to You
At Streamline Wealth, financial advice starts with YOU. It’s about YOUR goals and aspirations. We work closely with you to ensure we provide strategic advice unique to you, addressing your needs and setting you on a path to achieving your goals.
Financial Advice – tailored to You
At Streamline Wealth, financial advice starts with YOU. It’s about YOUR goals and aspirations. We work closely with you to ensure we provide strategic advice unique to you, addressing your needs and setting you on a path to achieving your goals.
“Good financial advice helps you make money.
Great financial advice Empowers You to live Life on Your terms.”
How is your financial future shaping up?
Streamlining your finances
Managing your finances can be complex, overwhelming at times, particularly when navigating life’s big challenges. At Streamline wealth, we remove the complexity and give you clarity and control over your money, empowering you to reach your goals.
Streamlining your finances
Managing your finances can be complex, overwhelming at times, particularly when navigating life’s big challenges. At Streamline wealth, we remove the complexity and give you clarity and control over your money, empowering you to reach your goals.
Goals achieved through progress
Getting financial advice is a lot like joining a gym – it’s a great first step. But the desired goals are only achieved in time by putting in the work.
We partner with you over the long term, reviewing your strategy regularly and tracking your progress to help you achieve the best outcomes.
Goals achieved through progress
Getting financial advice is a lot like joining a gym – it’s a great first step. But the desired goals are only achieved in time by putting in the work.
We partner with you over the long term, reviewing your strategy regularly and tracking your progress to help you achieve the best outcomes.
Money doesn’t buy happiness
The value of our service is focussed on so much more than investment returns. It’s about enabling your lifestyle now and into the future, which requires financial security, control, protection, and knowledge. This requires a deep understanding of your circumstances so that we can address each of these areas and ultimately provide you with financial peace of mind.
Money doesn’t buy happiness
The value of our service is focussed on so much more than investment returns. It’s about enabling your lifestyle now and into the future, which requires financial security, control, protection, and knowledge. This requires a deep understanding of your circumstances so that we can address each of these areas and ultimately provide you with financial peace of mind.
Areas of Advice What do you need help with?
What our clients say...
We have been dealing with Neil & Martina for over 15 years, firstly with Martina & now with Neil. The advice we have received over this time, especially as we approached retirement has been excellent and taken all the concerns we had away. We have referred family members to Neil and they are also extremely happy with the service.
Neil has regular contact throughout the year keeping us up to date on any changes that are taking place in the market, he just takes the stress out of our financial lives with his very personable approach and expert advise.
We highly recommend Streamline Wealth.
During our time dealing with Neil, we have experienced nothing but professionalism combined with a caring approach to our financial needs, both present and future. We are very comfortable having our finances in Neil’s hands.
From our initial meeting to regular Review Meetings, Neil has impressed with his exceptionally high standards of professionalism. I felt immediately confident with Neil as my Financial Adviser. He clearly explained the Statement of Advice documentation. Neil excels in verbal and written communication. Agendas are provided for Review Meetings as are updated Review Reports. No question is too trivial to ask Neil.
I can’t speak highly enough of Neil and Streamline Wealth. He and the company are in sharp contrast to my previous Financial Adviser.
In the past I’ve sought financial advice from large companies but had become really put off by their fees and charges. But Streamline Wealth works on a different model. They are always quick to respond to any queries I have, and with their guidance I’ve been able to get my financial future back on track. I find Martina and Neil to be efficient, honest, and personable.
Martina from Streamline Wealth has been my financial adviser for over 15 years, and she has seen me through some pretty traumatic personal and professional upheavals, including a nasty divorce. I was able to turn to Martina and discuss the impact on my future financial goals every step of the way. She is like a friend, willing to listen, as well as a financial adviser who kept me focused on the reality of my financial future.
I can ring either Martina and Neil at any time whenever I need to speak to them. My financial future is now the last thing I need to worry about – I leave that to Streamline Wealth.
Martina has been counselling us on financial planning since 2014. She is easy to work with and takes the time to fully understand our personal circumstance. She is a true professional and has been instrumental in assisting us with our retirement planning. Her years of experience and vast knowledge have provided us with excellent results.
I would highly recommend Martina to anyone wanting a true partner in achieving “financial success.”
I feel I have a good grasp of investments and the financial markets, so I know what I want in the form of returns. I want to play a direct and active role in my financial future, and Streamline Wealth through Martina and Neil, whom I have known professionally for some time and have always trusted, are happy to listen to me, to acknowledge and discuss my own research, analysis and conclusions. After all, it’s my money and my future.
I can call/email them at any time with a query, and I do appreciate their quick responses. I’m extremely comfortable to recommend Streamline Wealth to others – I feel that my financial future is in good hands.
We have been dealing with Neil & Martina for over 15 years, firstly with Martina & now with Neil. The advice we have received over this time, especially as we approached retirement has been excellent and taken all the concerns we had away. We have referred family members to Neil and they are also extremely happy with the service.
Neil has regular contact throughout the year keeping us up to date on any changes that are taking place in the market, he just takes the stress out of our financial lives with his very personable approach and expert advise.
We highly recommend Streamline Wealth.
During our time dealing with Neil, we have experienced nothing but professionalism combined with a caring approach to our financial needs, both present and future. We are very comfortable having our finances in Neil’s hands.
From our initial meeting to regular Review Meetings, Neil has impressed with his exceptionally high standards of professionalism. I felt immediately confident with Neil as my Financial Adviser. He clearly explained the Statement of Advice documentation. Neil excels in verbal and written communication. Agendas are provided for Review Meetings as are updated Review Reports. No question is too trivial to ask Neil.
I can’t speak highly enough of Neil and Streamline Wealth. He and the company are in sharp contrast to my previous Financial Adviser.
In the past I’ve sought financial advice from large companies but had become really put off by their fees and charges. But Streamline Wealth works on a different model. They are always quick to respond to any queries I have, and with their guidance I’ve been able to get my financial future back on track. I find Martina and Neil to be efficient, honest, and personable.
Martina from Streamline Wealth has been my financial adviser for over 15 years, and she has seen me through some pretty traumatic personal and professional upheavals, including a nasty divorce. I was able to turn to Martina and discuss the impact on my future financial goals every step of the way. She is like a friend, willing to listen, as well as a financial adviser who kept me focused on the reality of my financial future.
I can ring either Martina and Neil at any time whenever I need to speak to them. My financial future is now the last thing I need to worry about – I leave that to Streamline Wealth.
Martina has been counselling us on financial planning since 2014. She is easy to work with and takes the time to fully understand our personal circumstance. She is a true professional and has been instrumental in assisting us with our retirement planning. Her years of experience and vast knowledge have provided us with excellent results.
I would highly recommend Martina to anyone wanting a true partner in achieving “financial success.”
I feel I have a good grasp of investments and the financial markets, so I know what I want in the form of returns. I want to play a direct and active role in my financial future, and Streamline Wealth through Martina and Neil, whom I have known professionally for some time and have always trusted, are happy to listen to me, to acknowledge and discuss my own research, analysis and conclusions. After all, it’s my money and my future.
I can call/email them at any time with a query, and I do appreciate their quick responses. I’m extremely comfortable to recommend Streamline Wealth to others – I feel that my financial future is in good hands.