Affordable and Personalised Financial Advice

Now a part of the Shanley Financial Planning group, our aim is to provide uncomplicated, affordable and personalised financial planning advice to the people of Newcastle, Lake Macquarie, the Hunter Valley, Central Coast and Sydney.

Financial Planning doesn’t need to be complex and costly. It doesn’t need to be clinical and daunting. You don’t need to already be “wealthy” to be able to benefit from our advice.

Whether you’re starting your wealth creation journey, are ready to retire or just looking for one off advice about a particular matter, we are ready and willing to help.

Starting out / Foundations

Everyone needs to start somewhere. Wherever it may be, we are able to help you put the right solutions in place.

Creating Wealth

“Wealth” means having enough income to live the life you desire. We’ll help you discover your goals and develop a plan to achieve them.

Retirement Planning

Whether you’re approaching retirement or are already there, we will assist you to put a plan in place to ensure you can enjoy your life after work.

Life / Income Insurance

We’ll help you put in place a suitable, cost effective insurance plan that will ensure there is no financial pain for you and your family if the worst happens.

Lending

Through our network of preferred mortgage brokers and lenders we will ensure you have the right loan products and features for your needs.

Aged Care Financial Planning

More and more Australians will rely on Aged Care benefits and facilities late in their lives as our population ages at a fast rate. Whether it’s your own aged care needs or those of a family member, we help you understand and plan.

Listen to The Money Men podcast by Luke Styles, Nick Shanley and Steve May

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Great service from Luke and the team nothing was a problem all questions answered and explained.
Tedd Scobie
9/21/2023
Luke and the team have been excellent, and have put a put a plan in place to ensure we are able to maintain our desired lifestyle when we retire. We have found peace of mind in knowing that we will be okay in our next stage of life.
Schon Browning
4/12/2023
My partner and I saw Like to assist with financial advice and superannuation. He was very approachable and helped us make the most of our money. Would definitely recommend
Kelly Sager
4/04/2023
Steve has been fantastic to deal with. He is extremely knowledgeable and efficient. I would certainly recommend Steve and his staff for any financial planning needs.
Jessica Campbell
12/05/2022
I feel confident my hard earned money is in good hands. I am able to ask lots of questions and the advice I receive is clear and well explained.
Nicola Johnston
8/14/2022
It was with a degree a trepidation when my wife and I searched for a financial advisor after having a less than enjoyable experience with our previous long term advisor. From the outset Steve and his team have been nothing but honest and professional. We have been impressed with Steve's cool, calm manner and we both now feel confident about our current and future financial position
Brett Patterson
7/03/2022
Steve and his team were welcoming and friendly and attended to our financial requirements with professional due diligence. We would recommend Steve May Financial Services to all who require his expertise.
Wanda Farrar
5/20/2022
I wish to say a big thank you to Steve May and staff they helped me through a really tough time showed compassion with my financial needs as I had no idea I can highly recommend them to anyone that needs financial guidance .
Chris Buchtmann
4/08/2022
Steve explained how the market works and what accounts would best suit us very clearly. He also made the process of changing accounts etc. easy to understand and he also answered all our answers thoroughly and at a level that we could understand.
His staff were also very helpful throughout the whole process.
We feel confident that our investments are safe and being looked after.
Marg Taylor
3/01/2022
Steve explained how the market works and what accounts would best suit us very clearly. He also made the process of changing accounts etc. easy to understand and he also answered all our answers thoroughly and at a level that we could understand. His staff were also very helpful throughout the whole process. We feel confident that our investments are safe and being looked after.
Marg Taylor
2/14/2022
The team are amazing and have been so helpful. I would recommend their services to anyone who is needing to get a solid financial plan in place for their future. Thanks so much for everything.
Alicia June
2/03/2022
Steve explained how the market works and what accounts would best suit us very clearly. He also made the process of changing accounts etc. easy to understand and he also answered all our answers thoroughly and at a level that we could understand.
His staff were also very helpful throughout the whole process.
We feel confident that our investments are safe and being looked after.
Marg Taylor
2/03/2022
Nothing is too much trouble for these people. Good people who I would ,and do, recommend.
Mark Richards
12/03/2021
Luke from Steve May Financial Services has been a great help with sorting out Super and Insurance options. I've been very happy with the service, and will continue using for financial advice.
Luke Parsonage
12/03/2021
Steve has been our saviour in all things financial. Friendly personable and honest and great at what he does. He and his team have a real family feel about them and love that they give back to the local community.
Sam Dorsett
10/03/2021
Steve & his staff are extremely friendly they made our transition into retirement very easy.We could not be any more satisfied. We highly recommend Steve May Financial
Peter Johns
8/21/2021
Highly recommend Luke Styles easy to talk too , understanding ,professional and knowledgeable , nothing is too much trouble , my situation may have been a little different than most but Luke Assisted me get through a difficult time I am extremely happy with the service I have received
Michele Towns
8/21/2021
A team of knowledgeable people, of you have anything you need answers to relating to finances or life insurance these are people to talk to. Couldnt give more stars or i would
Amber Rae
8/21/2021
The team at Steve May Financial are first rate. Professional advice and no high pressure. Solutions tailored to suit the individual people. Steve ensures we are comfortable with his advice.
Andrew McLean
8/21/2021
The service that was provided was outstanding. The advice we were given was very personalised and reassuring.
Gaye Coleman
8/21/2021