Professional and personal advice for Medical Professionals.

10 years ago Steve gave me an opportunity to get handle my super fund and personal finances. Over the years I’ve found him to be very professional in all of his dealings. I always follow his recommendations and he has been very successful for me investment wise.

I could not ask for a more honest and reliable person to guide me financially and the friends that I have guided Steve’s way feel much the same.

Thanks Steve, you’re a gentleman.

My wife and I have had Steve involved with the management, advice and direction of our super fund since 2005. More recently Steve’s involvement has increased with several meetings to discuss the pathway to and beyond retirement.

We have always been impressed with the personalised professional service and advice given to us. In particular Steve’s consideration and knowledge of our specific circumstances and future needs.

In that regard we have very confidently put our finances in his care and always valued his opinion of things as complex as “THE MARKET”. Prior to then it was the usual story of disappointment with various Advisor that we had tried etc…

Steve, we have no hesitation in recommending your services with complete trust and I look forward to a continued relationship with you.

Steve has been giving us superannuation and financial advice for over 4 years now.

We decided to set up a self-managed superfund in 2012. Steve's knowledge, attention to detail and clearly explained & researched strategies means we have found the running of the SMSF a considerably less daunting prospect.

Steve’s explanations of market changes and his eternal patience in putting into simple terms any concerns we have about our financial matters is greatly appreciated.

Steve is a kind, intelligent, tenacious, humorous, hardworking man. I am grateful and relieved that Steve is our professional but very caring wealth management advisor.

Steve has been my stockbroker since September 2012, firstly with Macquarie Bank and now with Sage Wealth Management. During this time my portfolio has risen substantially even though the Stock Market has been unpredictable to say the least.

He has always been there when I have needed his expertise and he goes to great lengths to explain why he may suggest certain investments or redemptions.

I am not one to watch the Stock Market Prices daily as I believe this is what I pay Steve for, he also brings a calming and rational influence if things are not going according to plan. I have no hesitation in recommending Steve’s services to anyone wishing to improve their financial position.

My financial relationship with Steve Glossop commenced in December 2000 where he was introduced to me to advise and manage my share portfolio. Like any, our relationship has been built on our development of mutual trust and the understanding of each other's goals in what we wanted to achieve.

Steve brought to the table his expertise to analyse local and overseas listed companies, his knowledge of key personnel running these companies and his ability to assess and understand my risk profile (which I cannot emphasise enough). There certainly have been some challenges over the years and there have also been some great opportunities which Steve has been able to identify to my financial benefit.

If you are looking for unbiased investment advice with a view to growth over a long period of time, then I highly recommend Steve Glossop.

Steve was introduced to us when he was at Macquarie in 2011 well before he started Sage and the blend of big company/start up experience is reassuring in his service proposition.

In my experience Steve provides both a professional and engaging relationship that instils confidence in what is a constantly changing financial landscape.

His astute gathering of pertinent intel and strategy extrapolation of it has produced a consistent and exemplary return on our investments and I would have no hesitation in recommending Steve to anyone.