SALA Financial Services

SALA Financial Services is a privately owned financial planning and wealth advice practice led by Stephen Inwood. From Fortitude Valley in Brisbane, with an additional meeting location in Main Beach on the Gold Coast, we work with individuals, families and business owners who want their financial decisions to reflect what matters in their lives. We focus on understanding the responsibilities attached to wealth as well as the opportunities it may create.

Our advice encompasses financial planning, investment strategy, asset allocation, superannuation and retirement. We help clients examine the purpose of existing holdings, the balance of investment risks and the practical consequences of drawing on assets later in life. Insurance and risk management also form part of the discussion, including the effects that interrupted income or an unexpected event could have on a family or a business.

Where wealth transfer and estate matters arise, we can help coordinate the financial aspects with appropriately qualified legal professionals. Our intention is to build an advice relationship that can be revisited as circumstances change. Clear explanations, an agreed scope of work and ongoing conversations support decisions that clients understand, whether they are building assets, moving towards retirement or helping the next generation.