Stephen Farrell

Stephen Farrell Email and Phone Number

Money Nerd | Helping time-poor Tech Professionals achieve Financial Independence ASAP | Financial Adviser | Science & Health Enthusiast @ Guided Wealth
kew, victoria, australia
Stephen Farrell's Location
Melbourne, Victoria, Australia, Australia
Stephen Farrell's Contact Details

Stephen Farrell personal email

About Stephen Farrell

As an over-qualified Money Nerd, I've learned through my last 20 years of finance that most people over-complicate their personal finances and focus on the wrong areas. Often I get questions such as; should I buy shares or property? What's the best super fund? Should I pay off my mortgage or save for retirement? All valid questions, but...We need to ask the why before the how. What are you saving for? What does your retirement look like for you? When do you want these goals to happen? What's holding you back from achieving those things? The detail flows from there and that's where I can help.I'll use my experience, knowledge and proven systems to help you make the most of the now and maximise your potential future, whatever that means to you.Let's work together to create a great outcome. Reach out and say Hi today!

Stephen Farrell's Current Company Details
Guided Wealth

Guided Wealth

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Money Nerd | Helping time-poor Tech Professionals achieve Financial Independence ASAP | Financial Adviser | Science & Health Enthusiast
kew, victoria, australia
Employees:
5
Stephen Farrell Work Experience Details
  • Guided Wealth
    Owner
    Guided Wealth Jul 2008 - Present
    Guided Wealth is a full service, independent financial planning firm based locally in Kew, Victoria but servicing clients from across Australia.We are a fee-only advice business, which we believe provides the ultimate in objectivity for our clients, with 100% commission rebates of all financial products, including insurances.With specialty in young professionals and pre-retirees, we have an avid interest in Self Managed Super Funds & Business Key Person Risk Insurance, and believe strongly that everyone should take an active interest in their own financial goals. We aim to help people achieve peace of mind and live the lifestyle dreams through financial security.
  • Manningham Business Network
    President
    Manningham Business Network 2005 - Jun 2011
    I was fortunate to head up the Manningham Business Network until June 2011. I have been a Member of the group for about five years, with the first two years as Treasurer (yes, virtually right from the start) and the most recent few years as President. Now I have stepped down and just contribute as a Member when I can.I really enjoy working with the group and feel fortunate that I can help give back to my local business community in such an interesting and dynamic group. I would encourage anyone who has anything to do with Manningham to take a look at the Manningham Business Network, they are a really fantastic group.

Stephen Farrell Skills

Financial Advisory Strategic Financial Planning Investments Wealth Superannuation Retirement Planning Small Business Financial Planners Wealth Management Investment Strategies Investment Advisory Portfolio Management Wealth Accumulation Retirement Asset Allocation Business Process Improvement Smsf Young Professionals Estate Planning Pensions High Net Worth Individuals

Stephen Farrell Education Details

Frequently Asked Questions about Stephen Farrell

What company does Stephen Farrell work for?

Stephen Farrell works for Guided Wealth

What is Stephen Farrell's role at the current company?

Stephen Farrell's current role is Money Nerd | Helping time-poor Tech Professionals achieve Financial Independence ASAP | Financial Adviser | Science & Health Enthusiast.

What is Stephen Farrell's email address?

Stephen Farrell's email address is st****@****ail.com

What schools did Stephen Farrell attend?

Stephen Farrell attended Securities Institute Of Australia, Securities Institute Of Australia, University Of Melbourne.

What are some of Stephen Farrell's interests?

Stephen Farrell has interest in Gadgets, Technology, Books, Science Fiction, Financial Planning.

What skills is Stephen Farrell known for?

Stephen Farrell has skills like Financial Advisory, Strategic Financial Planning, Investments, Wealth, Superannuation, Retirement Planning, Small Business, Financial Planners, Wealth Management, Investment Strategies, Investment Advisory, Portfolio Management.

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