Stream Financial - Sunshine Coast Financial Adviser - Buderim, Queensland

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Stream Financial - Sunshine Coast Financial Adviser

Ubicada en la Sunshine Coast de Queensland, Australia, Stream Financial es una consultoría financiera que ofrece servicios de asesoramiento financiero, agencia de seguros y corredor de seguros a sus clientes.

La empresa se encuentra en la dirección 100 Burnett St, Buderim QLD 4556, Australia, y puede ser contactada a través de su teléfono 1300 983 924.

La página web de Stream Financial es streamfinancial.com.au, donde se pueden encontrar más información sobre sus servicios y cómo contactarlos.

Características y servicios

Stream Financial se destaca por ofrecer servicios personalizados y profesionales, incluyendo:

• Asesoramiento financiero
• Agencia de seguros
• Corredor de seguros

La empresa también ofrece servicios en línea, como citas virtuales, y tiene instalaciones que son accesibles para personas con discapacidad, incluyendo un estacionamiento para vehículos con capacidad de aparcamiento para personas con discapacidad y un asiento accesible.

Otros datos de interés

Stream Financial es una empresa que se ajusta a las necesidades de la comunidad LGBTQ+ y requiere cita previa para sus servicios. También se recomienda hacer cita con anticipación para asegurar la disponibilidad del asesor financiero.

Opiniones y calificaciones

Esta empresa ha recibido 4.9/5 estrellas en Google My Business, lo que indica una alta satisfacción de sus clientes. Los clientes han destacado la profesionalidad del equipo, la atención personalizada y la capacidad de explicar conceptos financieros de manera clara y sencilla.

Un cliente ha expresado su impresión con Nick, el asesor financiero, quien "tomó el tiempo para entender nuestras situaciones y ayudarnos a pensar más cuidadosamente en nuestros planes de jubilación. Explicó todo con claridad y nos hizo sentir cómodos. No hubo presión alguna y nos gustó saber que quería solo lo mejor para nosotros.

Una otra persona ha mencionado que la empresa se ajusta a sus necesidades como comunidad LGBTQ+, lo que es un aspecto positivo en una empresa.

En general, Stream Financial se destaca por su profesionalismo, atención personalizada y capacidad de explicar conceptos financieros de manera clara y sencilla, lo que la convierte en una excelente opción para aquellos que buscan asesoramiento financiero en la Sunshine Coast de Queensland.

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👍 Reviews of Stream Financial - Sunshine Coast Financial Adviser

Bryony V.

5/5

We just had our first meeting with Nick and we were so impressed with his professionalism and the whole team at Stream Financial. He took the time to understand both our situations and helped my husband and me think more carefully about our retirement plans. Nick explained everything clearly and made us feel at ease. There was no pressure at all and we really felt like he wanted only the best possible outcome for us. We're looking forward to working with him in the future.

Stacey G.

5/5

Nick and the team at Stream Financial have been incredible to work with!
He helped both Josh and me get clear on our future goals, reviewed our insurances, and made sure we’re set up financially. Nick really took the time to understand us—he showed genuine care, built trust, and gave us advice that was tailored to our needs, not just a generic solution. If you’re looking for someone who listens, cares, and gives you the best options, we highly recommend reaching out to Nick and the Stream Financial team. You won’t be disappointed!

Natalie T.

5/5

I could not be happier with the service I have received from Tim & Janis at Stream Financial. If it wasn't for the two of them I would never have had such good insurance in place when I needed it. They helped me through the whole claims process and supported me in a time I needed it the most and with there expertise it made the approval process much easier. I will never be able to thank them enough for all their hard work.

David B.

5/5

Lachlan took the time to understand our goals, explained complex concepts in plain language, and mapped out clear next steps without any pressure to commit on the spot. Lachlan’s approach was professional yet friendly, and we left feeling confident that he genuinely has our best interests at heart.

milan S.

5/5

I am with Stream Financial for almost 10 years. During this period I was dealing with Lachlan. He was always very helpful and provided excellent service. His advice in regards to super investments were amazing and helped my super to grow to high level. i am happy to continue dealing with them through my retirement years.
I highly recommend them and especially Lachlan, to anyone needing help around their super.

Karin F.

5/5

I truly appreciate the professional support and information provided by Janis during my applications for Income Protection and TPD insurance claims. Janis is very knowledgeable about the application process and what the insurers require. The process was as painless as possible and completed within a relatively short period of time. I cannot thank Janis enough for assisting me in this regard!

Clay L.

5/5

The team at Stream Financial were pleasant, warm and very insightful. I was looked after by Nick, who has given me great financial insight to my current circumstances and planning my future financial goals. The service as a whole has been be very supportive, non-judgemental and courteous. I would highly recommend this service to anyone interested!

belinda H.

5/5

Lachlan has been amazing to deal with for the past 2 years. He has listened to what we are trying to achieve and has given solid and sound advice. He has played a critical part to our future and we wouldn’t trust our future with anyone else. He is professional and personable.