• SALA Financial Services

    We provide access to sophisticated financial advice through a relationship driven approach to the client.

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  • Strategic Financial Planning

    Developing a comprehensive strategy comes through a complete understanding of your personal situation, objectives and concerns. We adopt a whole of balance sheet approach, which means we need to understand your cash flow, your expenditure, your tolerance to risk and your current asset base prior to developing a plan which is tailored specifically to your needs.

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  • Wealth Creation & Investments

    Our role is to carefully structure an investment strategy that takes into account your overall strategic plan, your objectives and your tolerance to risk, providing the best possible opportunity to achieve the desired outcome.

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Strategic Financial Planning

For all clients we believe that having the right financial strategy in place is the foundation to achieving their financial objectives.

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Wealth Creation & Investments

Wealth creation conjures different images for everybody. For many, life becomes so busy that they neglect to look after their own affairs.

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Superannuation & Rollovers

Retirement planning and superannuation can appear complex and confusing at times. Having the right strategy in place can make thousands of dollars difference in retirement lifestyle.

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Estate Planning

Effective Estate planning gives you the peace of mind knowing that the right funds are received by the right people at the right time.

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Personal and Business Insurance

Our role is to assess your appropriate level of insurance that will meet your needs and protect the assets you accumulate throughout your career and into retirement.

Welcome to SALA Financial Services Brisbane

SALA Financial Services is a Brisbane-based, boutique financial planning firm owned and managed by Stephen Inwood. SALA is a privately owned practice allowing us to provide our clients with a personalised and tailored financial planning service.

Our role is to respect and understand you as an individual and assist where possible to enhance your lifestyle through the achievement of your objectives. We work with individuals and families to ensure the preservation and growth of their financial assets and family heritage.

We provide access to sophisticated financial advice through a relationship driven approach to the client.

SALA Financial Services Brisbane

Key Service Areas

Client Projects

SALA Staff

Years experience

Office locations

Our Team

Stephen Inwood

B.Ed, MBA (Fin Planning), Dip FP, CFP. Director.

Steve has been part of the financial planning industry for 21 years. He started his own practice on the Gold Coast in 1988 through AMP before joining AMP’s management team for a period of time. During his time with AMP management he ran several Best Practice Programs in Regional Offices. His work with the Lismore team saw them progress to the number one unit in Australia following his time there.

From AMP he progressed to Suncorp where he managed the integration of Financial Planners into the Branch networks.

Over the last twelve years Steve has been a Director and Senior Planner in one of Australia’s leading Boutique Financial Planning firms. Over this period he managed a high net worth client base whilst being the HR and Marketing manager for the firm.  The firm recently took part in a National merger with other boutique firms from around Australia.  He was responsible for the physical merger of three firms in Brisbane.

Steve is a Certified Financial Planner and also holds a Masters Degree in Financial Planning. He has lectured for the Securities Institute and was a member of a National Board of Advice for an International Fund Manager.

Alison Inwood

Practice Manager

Alison has worked in the Financial Services Industry since 2003 and holds a Bachelor of Business and an MBA.

Specialising in management support to high net worth individuals and boutique specialist financial advisers.  Alison is also responsible and accountable for the management of client related tasks ensuring a consistent and professional client experience.

Outside of work Alison is a Justice of the Peace (Qld) and volunteers her time as a Pyjama Angel for the Pyjama Foundation.

James Marriott

Dip F.P, Dip Bus, JP QUAL. Associate Financial Planner.

Since 2013 James has worked in close partnership with Steve and Alison, and in January 2018 formally joined SALA Financial Services. He has worked as an Associate Financial Planner for several years and is an integral part of SALA’s strategy formulation and research capabilities.

James is completing his Bachelor of Business with a double Major in Economics and Finance at QUT. James is an Accredited Aged Care Professional and has completed further studies in Financial Planning (Diploma), Business Management (Diploma, JMC Academy), and Community Justice Services (Justice of the Peace).

Outside of work James is a Justice of the Peace in the State of Queensland and volunteers his time to assist the Queensland Police Service in a variety of matters as part of this role. He also volunteers his time working on the National Education Committee for the Association of Financial Advisers (AFA) which involves guest lectures in partnership with academics at the Queensland University of Technology (QUT) and the University of the Sunshine Coast (USC).