What our clients think
I have dealt with Steve in our respective capacities as presidents of two industry young professionals groups; in my case insurance and in Steve’s case, financial advisors.
Steve is an excellent communicator and is clearly passionate about the financial advising industry and his especially, his clients. He is committed to developing the best interests of both and I have been impressed by his dedication to promoting financial literacy to younger people which is an issue I note has recently been in the media as an emerging major social concern.
I am happy to recommend Steve as someone who has been a pleasure to deal with.
Steve Crawford, he had me at..”We were once there too and needed some guidance. He gained our trust which was most important to us. Steve did not only help us to set our goals but gave us valuable financial tools to build a healthy and sustainable future.Honest and genuine commitment to your financial needs and objectives – As a team you set and Steve assists with the management of your financial needs on an on-going basis.
Takes care of the details – Looks after the full spectrum of your financial needs – loans, budgeting, insurances, super and thankfully all the paperwork and follow up! Like most, we are time poor and this has been priceless.
Well versed in his discipline and personable enough to keep it simple – Always available to answer a question or reply to an email.
Top qualities: Personable, Good Value, High Integrity.
I recently had the pleasure of surveying Steve’s clients to find out what they liked about his service and his business. What stood out was how much his clients enjoy his plain English approach to financial advice, his easy to understand investment approach, his financial knowledge on the best ways to pay off a mortgage quicker and save at the same time and the level of support he offers every client. Experience Wealth has certainly developed a client value proposition which positions them now and in the future for all his clients to enjoy.
Steve is a fantastic, inventive and personable financial adviser who specialises in providing financial advice to Gen X & Y clients. Steve’s extensive work in helping young adults reduce debt, understand how they spend their money and support to place them into their first home is invaluable. I write this recommendation as his client and colleague.
Top qualities: Expert, Good Value, Creative
Steve’s a great guy with a real understanding of what’s important and required to get his clients on the right path to achieve and protect their success.
I strongly recommend Steve and the broader team and Experience Wealth. Through their expert advice and guidance, I am able to stay on track and keep focused.