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About Us
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About Us

Get to Know Us

Who We Are

Welcome to Financial Roadmap, your trusted partner in navigating the complex world of personal finance. Founded on the principles of transparency, integrity, and client-centric service, we've been empowering individuals to take control of their financial futures for over eight years.

Our Philosophy

We operate under a unique 'three hats' philosophy. The first hat is all about understanding you—your current financial situation, your future aspirations, and your concerns. The second hat focuses on creating a bespoke, long-term financial plan tailored to your unique needs. The third hat is about implementing that plan through carefully selected financial products. This comprehensive approach ensures that we address every facet of your financial life, making us more than just financial advisors; we are your partners in financial success.

Why Choose Us?

  1. Personalised Financial Planning: We craft financial plans that are as unique as you are.

  2. Strategy Over Products: Our focus is on long-term strategy, not just selling financial products.

  3. Transparency and Integrity: We are committed to being upfront about our fees and have no hidden agendas.

  4. Expertise and Experience: With over thirty years in the field, we bring a wealth of knowledge to the table.

  5. Client-Centric Focus: Your needs, aspirations, and concerns are at the heart of everything we do.

Our Team

Led by Steve Clark, our team of financial experts is dedicated to providing you with the best advice and solutions. We are committed to continuous learning and staying up-to-date with the latest financial trends and regulations. This ensures that the advice you receive is both current and well-informed.

Our Mission

Our mission is to empower individuals to navigate their financial futures with confidence and clarity. We believe that proper financial planning is not a luxury but a necessity, and we are committed to making it accessible, transparent, and transformative for all.

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Our Clients

Our Clients

Who We Serve

At Financial Roadmap, we serve a diverse clientele ranging from young professionals just starting their financial journey to seasoned investors looking for advanced financial strategies. Our clients also include small business owners, retirees, and families planning for their financial future.

 

Regardless of where you are in your financial journey, we have the expertise to guide you towards your goals.

What Unites Our Clients

While our clients come from various backgrounds and financial situations, they all share a common desire: the need for a clear, personalised, and effective financial plan. They value transparency, integrity, and a service that puts their needs at the forefront.

What Our Clients Can Expect

  1. Personalised Service: A financial plan tailored specifically to your needs, goals, and circumstances.

  2. Expert Guidance: Access to a team of financial experts with over eight years of experience in the field.

  3. Transparency: Clear, upfront communication about our fees and services, with no hidden costs.

  4. Comprehensive Planning: A holistic approach to financial planning that goes beyond just recommending financial products.

  5. Ongoing Support: Regular reviews and updates to your financial plan, ensuring it remains aligned with your life changes and market conditions.

 

Client Testimonials

Don't just take our word for it; hear what our clients have to say:

 

"Financial Roadmap transformed the way I think about my finances. Their 'three hats' approach gave me the clarity I needed to make informed decisions."
— Sarah, Young Professional

 

"The team at Financial Roadmap has been instrumental in helping me plan for my retirement. Their advice is always spot-on, and I appreciate their transparency."
— David, Soon-to-be Retiree

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The Story of Sue: A Financial Roadmap Success Story

Sue, a long-time client of Financial Roadmap, had always dreamed of downshifting to a less demanding job to enjoy life more fully. After going through our comprehensive financial planning process, it became clear that she could indeed achieve this goal. However, our assessment also revealed a significant gap in her plan: it was entirely dependent on her continuing to work in good health.

Recognising the potential risks, we encouraged Sue and her husband to consider 'catastrophe scenarios,' such as Sue becoming unable to work due to illness or disability. When these scenarios were plugged into her financial roadmap, the results were eye-opening. The impact on her financial plans and dreams would be devastating.

Based on this insight, we recommended that Sue take out critical illness and income protection cover. Although initially hesitant, Sue eventually agreed, seeing the value in safeguarding her financial future.

Shortly after, Sue was diagnosed with an aggressive form of cancer. Thanks to the critical illness cover we had advised her to take, she received a substantial payment that is significantly aiding her through her treatment. She's also in a position to claim income protection benefits.

Today, Sue frequently expresses her gratitude for our foresight and advice, acknowledging that it has been a financial lifesaver in her time of need.

This story serves as a powerful testament to the importance of comprehensive financial planning and why Financial Roadmap stands as a leader in the field. It's not just about achieving financial goals; it's also about preparing for life's uncertainties.

Meet Steve Clark

Your Compassionate Guide on the Journey to Financial Clarity and Life Fulfilment

Welcome to Financial Roadmap, the home of your trusted guide through the complexities of financial planning, Steve Clark. Steve stands at the crossroads of integrity and innovation, championing values like social justice and curiosity, and embodies the principles of helpfulness, loyalty, and humility. At the heart of Steve’s approach is a commitment to familial security, fostering influential relationships, and embracing the joy and diversity life has to offer. His talent for crafting relatable narratives and his quick-witted humour make financial planning an engaging journey rather than a daunting task. Having navigated the corporate world and its mergers, Steve recognised the "Friday edge of the bed syndrome" many face – that creeping sense of unease and dissatisfaction with the work-life balance. This propelled him to venture out, armed with just a desk, a pen, an iPad, and a phone, to create a lifestyle business that prioritises personal fulfilment over profit. Steve's story is one of authenticity; from backpacking around the globe with Sue to making the brave decision to break away from the traditional career path, he exemplifies living life on your own terms. He understands that many are trapped in roles that do not fulfil them, having invested time and effort only to find themselves at a crossroads. As a life-centred planner, Steve helps his clients navigate these crossroads. His work is about more than just numbers; it's about writing the eulogy of one's financial life, ensuring it’s as rich and varied as the life you live. His approach is tailored to those in the 40 to 60 age bracket, who, like him, seek to ascend the corporate ladder while maintaining a balance that allows for deep, meaningful engagement with life's true passions. Steve is your trusted adviser, the person who makes complex financial concepts accessible and injects a dose of humour into the mix. He is the relationship manager who values the person behind the portfolio, the planner who helps you explore the 'what ifs' of life without losing sight of the 'what is'. With Steve, Financial Roadmap is not just about planning for the future; it's about enjoying the journey, ensuring security for your loved ones, and carving out a life that’s true to your values. Join Steve as he helps you navigate your financial path with a personal touch that turns planning into an art form.

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