Growing up in Regional WA, Stevie-Jade moved to Perth in 2006 to further her education. She spent 3 years at Curtin University, completing a Bachelor of Commerce, majoring in Accounting and Financial Planning.
Having completed a Bachelor of Commerce (Accounting & Financial Planning), Stevie-Jade aims to educate youth about their finances and help people create future wealth.
Stevie-Jade first started working in Financial Planning in August 2009, whilst completing her last semester of university study, keen to get hands on experience before she graduated. In her first company, she spent 4 years diligently progressing from her entry-level role to eventually become an Associate Adviser, primarily working with the firms ‘complex’ and highly technical client cases under the guidance of a Senior Partner, before starting to provide advice in her own right.
In 2014, she obtained her Certified Financial Planner certification, one of the highest distinctions in the Financial Planning profession.
Passionate about the financial advice industry, Stevie-Jade spent time coaching financial planners at one of the Big Four banks, training and developing over 120 planners individually in the WA, SA and NT regions as well as inducting over 150 planners from all over Australia in national inductions.
Stevie-Jade joined the Tribeca team in 2020 and is excited to grow both professionally and personally with the team. In line with Tribeca’s purpose, she isn’t afraid to take a different approach to financial advice and actively strives to help her clients achieve their goals. Stevie-Jade’s unique experience of educating her peers has added a layer of purpose to her advice process to educate and empower those seeking her advice.
Her clients say they feel confident and in control of their financial futures.
In her spare time, you can find her spending time with family, reading or solving sudoku puzzles and cryptic crosswords.
- The services I provide are:
Superannuation investment and contribution advice - where is your Superannuation balance likely to end up? Is it enough and what can you do about it today.
Personal insurance advice including the required amount, types of cover and best way to structure to suit your individual needs.
Investment and wealth creation outside of the superannuation environment - in particular, I'm passionate about helping those who are just starting out on their wealth accumulation journey's whether it be first job, first home, or first child that's triggering the conversation.
Retirement and estate planning advice, the sooner the better, retirement planning is something everyone should think about in varying degrees. Let's make sure you are on track for a stellar retirement lifestyle without having to make massive sacrifices in the short term.
Cash flow and Debt Management advice, you can make small adjustments today that have a big impact in the long run.
Education and empowerment - I'm not here to judge or scold, I want to educate and partner with people to plan for the achievement of the things you want in life. I want to empower you to reach those life events without financial stress or worry. I want to make sure we are all financially healthy so that we can be mentally, physically and socially healthy too.
- How I can help Fresh members:
I am always willing and able to share my knowledge without expectation and fully respect any existing relationships you have with other financial planners, I love hearing when someone is already working with a financial planner because I believe you are already one step ahead than those who don't. The main thing is that people are getting good quality financial advice.
I understand that working with someone requires a certain personality 'fit' and at times I might not fit with a client or referral partner, so I'm more than happy to provide additional connections or referrals where that is the case - I think it is far more important to find the right people to work with and will happily provide that connection if I am not the right person for you.
I can help by being a second opinion or a source of information to educate people who aren't quite sure or ready to see a financial planner. I can also help by being transparent and engaged in my business relationships and networks so that I can make meaningful connections to anyone who needs it.
- The main business categories in my network are:
Mortgage Brokers and Accountants are the professionals I tend to work closely with because we tend to need each other to provide holistic financial services to our clients.
- My target market is:
I love working with people of all ages and stages because I genuinely want to help anyone who needs and wants to be helped. In particular, I really enjoy working with women and young families who are actively motivated and engaged to put themselves in a better position by working with the right financial professionals.
I feel I can make a bigger impact in people's lives when they are experiencing a lot of 'firsts', whether it be their first job, first home or first child. If you are unsure of your cashflow or how to start building wealth outside of Superannuation, or if you are wanting to understand how to manage new debts efficiently to reduce financial stress, or if you are wondering how on earth you are meant to build wealth, reduce debts AND manage the additional expenses of children - then I'd love to partner with you and help you make a plan to do just that.