Steel Lake Advisory Services is a financial planning firm based in Newcastle and Lake Macquarie, offering expert advice and tailored strategies to help individuals and families secure their financial futures. Founded by Principal and Senior Financial Advisor Jace Cordell in 2015, the business is dedicated to providing transparent and holistic financial guidance at all life stages. With a focus on helping clients achieve their financial goals and leaving a legacy for future generations, the team at Steel Lake Advisory Services works diligently to educate clients on investment options, retirement planning, tax minimisation, and insurance solutions.
Specialising in tax-effective superannuation strategies and wealth creation, Steel Lake Advisory Services assists clients in maximising their resources and minimising risks. The firm’s philosophy is rooted in building trusting and honest relationships with clients, ensuring they fully understand their financial strategies and are empowered to make informed decisions. Whether clients are looking to buy their dream home, grow their wealth, or plan for retirement, the experienced team at Steel Lake Advisory Services is committed to providing personalised service and advice tailored to each individual’s unique financial circumstances and goals.
Driven by a passion for making a positive impact on clients’ financial wellbeing and lifestyle, Steel Lake Advisory Services has expanded its reach beyond Newcastle and Lake Macquarie to serve clients across Australia and internationally. With a client-focused approach and a wide range of financial advisory services, including retirement planning, investments, and personal insurance, the firm remains dedicated to helping clients optimise their financial positions and protect their assets for the future. By offering expert guidance and practical solutions, Steel Lake Advisory Services empowers clients to take control of their finances and build a secure financial foundation for themselves and their families.