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ABOUT US

At Streamline Wealth, our passion is seeing you succeed in your financial journey. We take a personal interest in your journey. To us, there is nothing better than seeing our clients reach their financial dreams, or helping them through life’s more difficult times.

We are not linked to any specific product provider, which means we provide practical solution that are in your best interest at all times. Our team operate with the highest level of professionalism and personability to ensure that we guide you through all of your financial challenges.

We have been providing financial advice and solutions for more than 15 years, previously trading as Mansfield Financial Planning and now as Streamline Wealth. With offices in Melbourne’s Bayside and Mansfield in country Victoria we continue to provide a highly personalised service to clients right across the region.  And for those a bit further away, we can facilitate all meetings online for clients right across Australia.

Why not get in touch with one of our advisers today and find out what we can do for you.

Meet Our Team

Meet Our Team

Neil Sonneveld Director and Financial Adviser

Director of Streamline Wealth and a firm believer of “work isn’t work, if you love what you do”. 

His desire to make a positive difference in people’s lives led to him trading in an aerospace engineering career for financial advice in 2016, and he hasn’t looked back.   Whether it’s helping clients achieve their goals or coaching clients through life’s challenges, Neil understands that each client is unique and is on their own journey.  By listening to his clients and understanding their needs and concerns, Neil is able to develop a personalised strategic plan, which is realistic, achievable, and provides clients with control and peace of mind. He engages with clients on a regular basis to review their progress and ensures they remain on track to achieving their financial goals and securing a worry-free financial future.

Proud husband and father of two, coffee lover, and weekend runner.

Neil Sonneveld (AR 1251279) is a member of the SMSF Association, and an authorised representative of Nextplan Financial Pty Ltd (AFSL 452996).

Neil

Neil Sonneveld Director and Financial Adviser

Director of Streamline Wealth and a firm believer of “work isn’t work, if you love what you do”. 

His desire to make a positive difference in people’s lives led to him trading in an aerospace engineering career for financial advice in 2016, and he hasn’t looked back.   Whether it’s helping clients achieve their goals or coaching clients through life’s challenges, Neil understands that each client is unique and is on their own journey.  By listening to his clients and understanding their needs and concerns, Neil is able to develop a personalised strategic plan, which is realistic, achievable, and provides clients with control and peace of mind. He engages with clients on a regular basis to review their progress and ensures they remain on track to achieving their financial goals and securing a worry-free financial future.

Proud husband and father of two, coffee lover, and weekend runner.

Neil Sonneveld (AR 1251279) is a member of the SMSF Association, and an authorised representative of Nextplan Financial Pty Ltd (AFSL 452996).

Martina Sonneveld Senior Financial Adviser

With over 25 years experience as a financial planner, Martina has a wealth of knowledge across all areas of advice. Over those years she has worked with  clients ranging from young families to high net worth individuals. Her specialty and passion is working with the over 50’s, helping them to achieve financial independence so they can live the life they desire and deserve.

Martina also has comprehensive expertise in relation to Self Managed Super Funds. Whether you need a strategic and/or compliance review, or require investment advice for your fund, she can assist you in all these areas. She is also fully accredited to provide investment advice in relation to direct shares, managed funds and alternative investments.

Martina is a Certified Financial Planner (CFP), a member of the Financial Planning Association (FPA) and an authorised representative (297377) of Nextplan Financial Pty Ltd (AFSL 452996).

Martina2

Martina Sonneveld Senior Financial Adviser

With over 25 years experience as a financial planner, Martina has a wealth of knowledge across all areas of advice. Over those years she has worked with  clients ranging from young families to high net worth individuals. Her specialty and passion is working with the over 50’s, helping them to achieve financial independence so they can live the life they desire and deserve.

Martina also has comprehensive expertise in relation to Self Managed Super Funds. Whether you need a strategic and/or compliance review, or require investment advice for your fund, she can assist you in all these areas. She is also fully accredited to provide investment advice in relation to direct shares, managed funds and alternative investments.

Martina is a Certified Financial Planner (CFP), a member of the Financial Planning Association (FPA) and an authorised representative (297377) of Nextplan Financial Pty Ltd (AFSL 452996).