Steve Crawford Email & Phone Number

Melbourne, Vic, Au

Melbourne, Victoria, Australia

Working with Financial Advisers on real world advice solutions that allow them to help more Aussies make better decisions around their money. To the average Aussie "Financial Advice" means more than just what ends up in an SOA. Forward focused Financial Advisers understand this, and aim to build their value proposition and client engagement process around more than what goes in their Statement of Advice.Apart from helping Financial Advisers understand the benefit of partnering with… Show more Working with Financial Advisers on real world advice solutions that allow them to help more Aussies make better decisions around their money. To the average Aussie "Financial Advice" means more than just what ends up in an SOA. Forward focused Financial Advisers understand this, and aim to build their value proposition and client engagement process around more than what goes in their Statement of Advice.Apart from helping Financial Advisers understand the benefit of partnering with CareSuper for their clients, my job is to help them explore all the different ways their clients can access "Advice" around their super & their money - and how they as the Advice Leader in their clients lives, can approach different ways to scale their advice, services and solutions to help more Aussies get the help and advice they need. Show less

Steve started The Advice Movement because he has a passion for modern Financial Advice - and no one was teaching anybody else how to do it... so he thought he would start a Movement to do just that.. and then bring in other Advice Leaders to teach others and lead the way to modern Financial Advice for ALL - not just the select few that can afford Traditional Advice.

Melbourne, Victoria, Australia

Steve created Your Spending Coach to help budding financial coaches learn the power of having great budgeting and cashflow conversations with their clients. Because Steve has had hundreds of these kinds of client conversations over the years, it makes him the ideal Coaches Coach, as he can share these experiences with you, to help you understand how to apply the lessons learnt back into your business.

Melbourne, Victoria

We help Young Professionals and Entrepreneurs have better holidays, buy their home's sooner, pay them off faster, understand where their money goes, the best way to use it to get them ahead, and how to protect what they've already earned.

Sydney, Australia

Part of the leadership group of a fantastic association that believes in great advice for more Australians. The Association of Financial Advisers (AFA) is the longest running professional financial adviser organisation in Australia and its members have been providing trusted advice to consumers for over 65 years. With six and a half decades’ success, the association's ongoing relevance is due to its philosophy of providing leadership and direction to advisers and their clients.… Show more Part of the leadership group of a fantastic association that believes in great advice for more Australians. The Association of Financial Advisers (AFA) is the longest running professional financial adviser organisation in Australia and its members have been providing trusted advice to consumers for over 65 years. With six and a half decades’ success, the association's ongoing relevance is due to its philosophy of providing leadership and direction to advisers and their clients. It is an association run by advisers for advisers - this means advisers set the agenda, decide which issues to tackle and shape the organisation's strategic plan. Show less

Captain of a team of young Financial Advice professionals who are passionate about helping all advisers build better businesses for their clients.