Stephen Layfield
Financial Adviser
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About
Stephen Layfield is an ASIC-registered financial adviser based in Croydon Hills, Victoria, dedicated to helping clients achieve their financial goals with tailored advice and personalized strategies. Stephen holds a Bachelor of Commerce from Monash University (1997) and completed his Diploma of Financial Planning through the Financial Advice Association Australia (2002). He also holds a Margin Lending Accreditation Program certificate from Deakin Prime/ Stockbrokers Association (2010). Stephen is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions. He specializes in retirement planning, ensuring clients can look forward to a comfortable and secure future. Stephen also provides guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Ready to take control of your financial future? Contact Stephen today to arrange a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Stephen Layfield offer?
Stephen Layfield provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. He can help you create a comprehensive financial plan tailored to your specific needs.
What qualifications does Stephen Layfield have?
Stephen Layfield holds a Bachelor of Commerce from Monash University (1997), a Diploma of Financial Planning from the Financial Advice Association Australia (2002), and a Margin Lending Accreditation Program certificate from Deakin Prime/ Stockbrokers Association (2010).
What is Stephen Layfield's approach to financial planning?
Stephen takes a client-centered approach, focusing on understanding your individual circumstances, goals, and risk tolerance. He then develops a personalized financial plan designed to help you achieve your objectives, providing ongoing support and guidance along the way.
How can Stephen help me plan for retirement?
Stephen specializes in retirement planning and can assist you in developing a strategy to maximize your superannuation, create income streams, and ensure a comfortable and financially secure retirement. He can help you navigate the complexities of retirement planning and make informed decisions.
What should I expect during my first meeting with Stephen?
During your initial consultation, Stephen will discuss your financial situation, goals, and priorities. He will explain his services in detail and answer any questions you may have. This meeting is an opportunity for you to get to know Stephen and determine if he is the right financial adviser for you.
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