How can we help you?
At Sterling Grange Financial Planning we understand that you are trusting us with your financial future, and we feel honoured to be part of your journey. We believe in personalised planning, where you can set and discover your own unique goals for each stage of your life and with professional advice can help make your financial goals a reality.
Meet our Advisers
Jake M. TaylorJake is a skilled financial services specialist focused on holistic advice with a successful track record since his beginnings in the industry in 2011. His expertise is in wealth generation and protection, providing exceptional client-centric services and tailored financial strategies. Jake seeks to build and maintain relationships with his clients so he can become their trusted adviser and be part of their ongoing financial success.
Carl FreshwaterCarl has over 15 years’ experience working with clients to meet their financial goals, starting in investment banking before moving to Financial Planning in 2008. He has dedicated himself to becoming a highly qualified financial adviser with qualifications and technical knowledge at the highest level to serve his clients’ needs. Carl is known for his quality and integral advice.
What you can expect as a client of Sterling Grange Financial Planning?
We believe knowledge and education is one of the greatest benefits we can provide to our clients, so they can take control of their finances and have long-term security.
Clients of Sterling Grange can expect to receive education to enhance their financial knowledge and understanding along the journey. We aim to minimise the stress and anxiety, which can often be associated with managing your personal finances. Understanding where you are today and what you want to achieve into the future, then putting in place meaningful planned steps can provide undeniable levels of confidence and certainty, which in turn goes a long way to eliminating stress and anxiety caused by the unknown.
Clients who benefit most from Sterling Grange’s advice include those who are time poor, they may have family commitments, business commitments or other priorities to focus their energies on. Life is busy so having the flexibility to outsource financial complexities can soon become a necessary or essential service.
Our aim is to empower clients to make sound financial decisions and enhance their financial outcomes and meet their objectives.