Angus Stephen Email and Phone Number
Angus Stephen work email
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Angus Stephen personal email
My passion is to engage with people to help them understand the risks they face, be shown the alternatives to mitigate those risks and then agree a strategy to address the risks. You have worked hard in your business to get to where you are - let's make sure we have a mechanism in place to crystallize that value when it is important for you to do so!Our role for you goes well beyond the initial consultation, analysis and implementation. We regard all our client relationships as long-term, encompassing regular reviews of your personal circumstances, providing further recommendations and implementing any agreed changes. Ultimately, it is about being there for you if and when you need to make a claim. Then our value to your family really escalates, as we help you navigate the complexities of life insurance claims requirements, to the best possible outcome. If you would like to improve your understanding of the risks you face and the options to address them, I'd love to catch up for a chat.
Sme Succession Partners: Life Insurance Solutions For Business Owners
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Director | Protecting Business Owners And Their Legacy | 20+ Years Life Insurance ExperienceSme Succession Partners: Life Insurance Solutions For Business OwnersSutton Forest, Nsw, Au
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Risk Insurance SpecialistBluepoint Consulting Pty Ltd Aug 2016 - PresentNorth Sydney, NswAn experienced adviser, Angus passionately believes in the value of a well-structured lifestyle based financial plan. Also, as a risk specialist, he can recommend a plan than can deliver peace of mind and superior financial outcomes when individuals or families experience the unexpected.This holistic view of a client’s requirements includes estate planning and assisting businesses with succession planning to facilitate the best possible financial outcome for the organisation’s Directors
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Consultant Life Risk AdviserDawson & Partners Mar 2015 - PresentGoulburn & CootamundraMy role compliments the broad range of services that Dawson & Partners already provide, and I provide these services on a contract basis. Risk management is all about helping you to identifying and quantifying the risk as the first step, and to let me know which is most important to you..We then consider what are the appropriate strategies - to self insure, have reserve assets or look to insure the risk.Importantly, we consider the time frame that you face a particular risk - maybe a 30 year mortgage, a 5 year vendor finance period or raising children to financial independence? What are the lifetime costs of the various alternatives? We can then look at addressing those distinct risks over the appropriate time frame and agree an appropriate strategy. Importantly, we want your agreement and understanding of why we have suggested the strategy and your buy in to the time frame. -
Senior AdviserCrescere Pty Limited Aug 2016 - Mar 2018A Commerce graduate of the University of New England and the holder of an Advanced Diploma of Financial Services (Financial Planning). He is a member of the Association of Financial Advisers. Provided bespoke life insurance advice to clients of partner accounting firms.
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Business Succession I Estate Planning I Life Risk SpecialistFiducian Financial Services Feb 2016 - Aug 2016Bowral & NowraIf, like me, you are in Business, much of your wealth can be tied up in the value of your business. Achieving a great outcome for your years of sweat equity is crucial, and that challenge is magnified when you are in business with other equity partners. We work to guide business owners through the process of putting agreements in place that act as a safety net - to protect your business, your family and your long term plans.
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Financial AdviserDartnall Advisers Mar 2013 - Mar 2015BerrimaI've gone full circle! After starting my career in the finance and advice industry then spending a decade in building, I have gone back to where it all started.It has been a decade of incredible change in how advice is delivered and the changes that have been embraced. I am really enjoying building great relationships with clients and colleagues - helping people to make better choices with their money.
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New Homes Sales ConsultantRawson Homes Jan 2012 - Feb 2013Homeworld South, Catherine Hills
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Estimating & Design ManagerAus-Truss Mittagong Apr 2010 - Dec 2011Mittagong
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Licenced BuilderAngus Constructions May 2005 - Apr 2010
Angus Stephen Skills
Angus Stephen Education Details
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Life Risk SpecialistFinancial Planning Association Of Australia -
Accredited Listed Product AdviserAsx Listed Products
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International Institute Of TechnologyFinancial Planning And Services
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International Institute Of TechnologyFinance/Mortgage Broking Management
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International Institute Of TechnologyFinancial Planning
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Tafe Sydney InstituteDistinction
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Honours -
Knox Grammar School
Frequently Asked Questions about Angus Stephen
What company does Angus Stephen work for?
Angus Stephen works for Sme Succession Partners: Life Insurance Solutions For Business Owners
What is Angus Stephen's role at the current company?
Angus Stephen's current role is Director | Protecting Business Owners and Their Legacy | 20+ Years Life Insurance Experience.
What is Angus Stephen's email address?
Angus Stephen's email address is an****@****.com.au
What schools did Angus Stephen attend?
Angus Stephen attended Life Risk Specialist, Accredited Listed Product Adviser, International Institute Of Technology, International Institute Of Technology, International Institute Of Technology, Tafe Sydney Institute, University Of New England (Au), Knox Grammar School.
What are some of Angus Stephen's interests?
Angus Stephen has interest in Rugby Union.
What skills is Angus Stephen known for?
Angus Stephen has skills like Finance, Risk Management, Investments, Portfolio Management, Income Protection, Business Strategy, Strategic Financial Planning, Financial Services, Retirement Planning, Financial Risk, Coaching, Financial Advisory.
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