Experienced Financial Planner, Steve May, has joined Rethink Financial Group in the role of Senior Financial Planner and Head of Rethink Financial Planning.
Steve has 11 years’ experience in running his own business having started his own financial services firm, growing it to be a highly successful financial planning accounting and mortgage broking company.
At the beginning of 2015 Rethink expanded their service offering to also include accounting, law and personal development/life and business coaching. With the introduction of these new services, which traditionally tend to appeal to business clients, Rethink has seen a significant increase in the number of business clients being attracted to the company. Their recent annual client survey reported that in the last couple of years, 34% of new clients to the business were business owners themselves.
Little Big Boss, Cassandra Kavanagh says that since introducing the new professions into the business to create a multi-service company, they have become really skilled at supporting business clients from an accounting, legal and coaching perspective.
“We felt it was time to expand that business support to financial planning clients. Steve is the perfect fit to do that from a skill set point of view, but also culturally,” Cassandra said. “Steve is highly aligned to Rethink’s values and embraces the personal goal focus style of financial advice that we provide to clients.”
“Steve has been specifically chosen to grow Rethink’s financial planning division and support this recent increase in business clients that are being attracted to the Rethink group. He assists financial planning clients with a wide range of needs and goals from wealth creation, retirement planning, redundancy to personal risk protection and more, but he also has strong business skills to share with clients.”
Rethink’s recent client survey also revealed that the equal top priority for small business owners when choosing a professional service provider is understanding and cultural fit. 40% of respondents said ‘I wanted to find a company that got me, shared my beliefs and that I felt aligned to.’
Steve says that he’s extremely excited for the future.
“It’s great to be part of such a positive and energetic team and live out my vision of helping create a truly integrated professional multi-service business, that puts the client at the centre of everything we do,” Steve said.
Image | Steve May
Rethink Financial Group provide financial planning, accounting, self-managed super fund, legal, business and personal coaching and mortgage broking solutions to Newcastle, Lake Macquarie, Hunter Valley and Central Coast clients.
Our wealth of expert teams are available to assist people with every stage of life. By having all financial service professionals in the one group, it allows our clients to have a stronger relationship with their financial service provider and each profession to be across their every need, every step of the way. Ultimately giving our clients the best choices and support to create their most magnificent life.