Accredited. Approved. Trusted.
Meet Steve Lavelle
Good planning shouldn’t be complicated. Whether it’s for your family or your business, clear advice makes all the difference.
After years in financial services, I started this practice to offer something more personal - straightforward guidance on wills, trusts and estate planning, without jargon or pressure.
My role is simple: to listen, understand what matters to you, and help you make confident decisions about the future.
Personal Advice. Professional Standards.
I combine the personal service of a small practice with the knowledge and professionalism gained from years in financial services.
Every client receives clear, considered advice no jargon, no hidden costs, just practical planning that gives you confidence in every decision. Whether you’re preparing a will, setting up a trust or safeguarding your business, you’ll have my full attention from start to finish.
Experience You Can Rely On
250+
Clients Helped
15+
Years Experience
100%
Personal Service
100%
Transparency
How long does it take to set everything up?
Do I need to prepare anything before our first meeting?
Can you work alongside my financial advisor?
What areas do you cover?
Is there any obligation after the initial consultation?
How much do your services cost?