• 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 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

Steve

Steve is the Principal of Sala Financial Services Pty Ltd. He has a Master of Financial Planning and is a Certified Financial Planner. Steve has lectured for the Securities Institute and was a member of a National Board of Advice for an International Fund Manager.

Steve has been part of the financial planning industry for more than 30 years. He started his own planning 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.

From AMP he progressed to Suncorp where he managed the integration of Financial Planners into the Branch network.  In 1998 Steve returned to advising clients and joined a Boutique Financial Planning firms. Over the next 10 year  period he managed a high net worth client base. Steve established Sala Financial in 2009 to focus on delivering a high level of personal service to clients.

Abbey

Abbey has recently joined Sala as a Financial Planning Administration Assistant whilst studying a Bachelor of Business and Psychology with a major in Financial Planning at QUT.  Aside from working and studying which keeps her very busy she enjoys spending time with her friends on the weekend.

Jenni

Jenni is a highly engaged, charismatic professional with an extensive background in the hospitality industry with over ten years’ experience in events management, marketing and promotions. Jenni is responsible and accountable for the management of client related tasks ensuring a consistent and professional client experience. Outside of work, Jenni spends time with her daughter, enjoying the outdoors, cooking and visiting GOMA.

Alison

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 responsible and accountable for the internal compliance and policy and procedures for Sala Financial. Outside of work Alison is a Justice of the Peace (Qualified) and volunteers at the Mater Mothers Hospital.