Steve Sloane - Financial Adviser

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Steve Sloane - Financial Adviser

Making finance easy for Aussies 💰
Financial Adviser ✅
Book a FREE 15min chat below! https://ap1.hubs.ly/y0nHCD0

23/06/2026

How to manage business capital wisely

Just finished a podcast with Billy Norman on the Winner’s Playbook about allocating capital as a business owner. Capital can come from banks, investors, or shareholders, but how you use it is critical.

Rule one: don’t waste it. Pay down debts, make smart investments, or distribute carefully.

Rule two: manage your stakeholders. Your staff, shareholders, and clients all matter. Smart capital management keeps your business growing and secure.

P.S. DM me if you want tips on managing business capital effectively.

19/06/2026

Yesterday, Martin Stone and I sat down with Mark Mantineo and Steven Jurcec from ClearView Wealth Limited to talk about advice, insurance, back-office support and how we can help more firms service more clients.

I’ve known Mark for several years and have always respected the way he operates.

Through ClearView Wealth Limited and OnePath, he has built a great reputation for supporting advice practices, but what really stands out most is that he is constantly looking for ways to do things better and never rests on the status quo.

That mindset is exactly what this industry needs.

Mark has also followed our journey and we're grateful for the continued support.

A really valuable catch-up, and one that reminded me how much opportunity there still is when the right people are aligned.

Thanks Mark and Steven.

16/06/2026

We’re hiring on the Gold Coast!

Link Wealth is growing in Queensland, and we’re looking for an experienced Financial Adviser to join the team.

This role would suit someone who genuinely enjoys working with clients, building long-term relationships and being part of a down-to-earth advice business that is still growing.

Know someone who might be a good fit? Send them the link or message me for a confidential chat.

Apply here: https://ap1.hubs.ly/y0ZJQH0

15/06/2026

Property investors, this one is worth tuning into.

The May 2026 Budget has raised plenty of questions around property, tax, borrowing and long-term strategy.

I’ll be joining Oliver Jackson from Living Property for a free live webinar to unpack what’s changed, what still works, and what investors should be thinking about next.

Building Wealth After the Budget
17 June 2026 | 12:00 PM AEST | Live on Zoom

Register here: https://ap1.hubs.ly/y0ZzFw0

11/06/2026

Just landed in Bintan, Indonesia, and wow, what a spot. Amazing people, top service, and a beer for $2.50.

Compare that to Melbourne, and it’s no wonder Australians feel the pinch. Same goods, way higher prices back home, it’s out of whack.

P.S. DM me if you want tips on protecting your wealth from high costs and taxes in Australia.

06/06/2026

The government has announced big budget changes, especially around capital gains tax, but now is not the time to panic.

Until legislation actually passes, nothing has changed. The smart move is to understand what has been proposed, wait for the detail, then sit down with your adviser and work through your strategy properly.

Reacting too early can create more problems than it solves.

P.S. If you want to understand how the proposed CGT changes could affect your property, business or investment strategy, send me a DM.

05/06/2026

Sometimes small gestures have a lasting impact.

Last month I attended the CFS High Performance Conference on the Gold Coast and joined a surf session with the crew.

However, I quickly realised that I was totally unprepared to surf. I had arrived without a board, which made it a little difficult to catch a wave.

Luckily Dr Katherine Hunt swept in and saved the day. She lent me her spare board.

This week I got a huge surprise when I opened my mail to see a surfboard leg rope in it and a lovely letter from Katherine.

It was a small gesture, but often those are the moments that stick.

There is no way I'm forgetting my board next time with this leg rope.

Thanks Katherine, it means a lot. Looking forward to our next surf.

04/06/2026

There is usually a fair bit you can learn over lunch, especially when the conversation is with people who have been around advice long enough to see the patterns.

Martin and I caught up with Matthew Scholten, CEO of SCM Financial Group and Director of Prime Super.

I’ve known Matthew for several years and have always appreciated how humble he is.

Since starting in financial services in 1987, he has built a successful advice business and continued to contribute across the industry and his community through all its highs and lows.

We also covered a fair bit about the changes in advice, and the challenges advisers are working through on the ground.

More importantly, we spoke about where things can improve and what good firms can keep doing to move in the right direction.

It was a great lunch and a pleasure catching up.

Thanks Matthew.

27/05/2026

A few days in Singapore has left me with plenty to think about.

The pace of change in the advice industry is easy to talk about from a distance, but it feels very different when you are sitting across the table from people who are actively shaping it.

I spent time with Jessica Lee and Sam Ye from Franklin Templeton, speaking about wealth distribution, the IFA space, and how advisers are being supported across the region. It was a great insight into the role global investment managers can play in giving advice businesses access to broader thinking and stronger support for clients.

I also caught up with Leong Kun from Synergy Financial Advisers. They have built their own end-to-end tech stack to support growth, adviser efficiency and a better client experience, which sparked some really interesting conversations around what future collaboration could look like.

That was one of the biggest takeaways from the trip.

Clients may not always see the work happening behind the scenes, but they absolutely feel the impact of it.

Better systems make the experience smoother. Better partnerships bring more ideas to the table. Better thinking helps advice businesses keep improving the way they support people through every stage of life.

That is what I’m bringing home from Singapore.

A lot to learn, a lot to build on, and some exciting conversations to continue.

Address

714-716 High Street, Kew East
East Kew, VIC
3102

Website

https://ap1.hubs.ly/y0nHCD0

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