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Stephenie Hallett

Provisional Financial Adviser

CFP® GDipFP       

Steph is a financial adviser with over 10 years of experience in the financial services industry, where she has worked across a range of roles. This background has given her a solid foundation in financial planning and a deep understanding of how to deliver practical, effective strategies that make a real difference. Now a qualified adviser with a Graduate Diploma in Financial Planning, Steph brings a warm, down-to-earth approach to helping clients feel informed and in control. She is especially passionate about supporting younger Australians, growing families, and those approaching or already in retirement who want to make the most of their financial future.

As a mum of two, Steph understands firsthand how busy life can get — and how important it is to make smart, sustainable decisions for your family’s future. Her goal is to take the stress out of financial planning by making it clear, approachable, and tailored to your life stage. Whether you’re looking to save more, invest wisely, plan for retirement, or manage your finances confidently in retirement, Steph is here to help you feel empowered and supported every step of the way.’

E:  steph@wealtharchitects.com.au
P: (03) 9801 7605

Locations

Wealth Architects Wantirna South Suite 2, 410 Burwood Hwy, Wantirna South, VIC 3152

Wealth Architects Mornington
Office 2, 26-28 Carbine Way, Mornington, VIC 3931

Wealth Architects Mornington
Suite 4, 35 Hope Street, Brunswick, VIC 3056

My Advice Specialties

Tax-Minimisation

Ownership structuring and tax optimisation

Retirement

Life, TPD, trauma and income protection

Investment

Business keyperson insurance

Estate equalisation and family security

See what our clients say:

Bonnie
BonnieClient of Wealth Architects Brisbane North
I would highly recommend Katrina Robbins and her team to anyone who wants to achieve a secure financial future for themselves and their families. Katrina is dedicated, reliable and knowledgeable. She demonstrates great insights into the Australian and International financial markets. Her financial advice has always been professional, well-considered and evidence-based. I would not have achieved my financial goals without Katrina's expertise and guidance.
Alan
AlanClient of Wealth Architects Melbourne
We've been dealing with Kim Siauw and his team from Wealth Architects for over 5 years. We've always received excellent service, advice, and communication. Kim and the team always take on board our needs and concerns, and provide excellent explanations and unbiased information. Highly recommended.
David
DavidClient of Wealth Architects Melbourne
We have been dealing with Wealth Architects for many years now and have found Kim and his team to be excellent. Always approachable, great advice and explanations allowing us to improve our portfolio. I have no hesitation in recommending Wealth Architects to look after your financial needs.

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