At Stonebridge Financial Services, we provide structured, strategic advice designed to help you build, manage, and protect your wealth over the long term.
Stonebridge Financial Services is a brand new financial services company, created after the success of YV Financial Services in the Yarra Valley. Stonebridge Financial Services exists to service clients primarily in the eastern suburbs of Melbourne, with its convenient location in Ringwood.
At Stonebridge Financial Services, our aim is to initially provide our clients with a financial assessment and financial advice that is totally specific to them. We adopt a holistic approach when assessing their financial situation, taking into consideration their needs and objectives and their tolerance to risk, before preparing a plan that is suitable for them.
Some of the key areas we focus on are superannuation, risk insurance, investments, pre & post retirement strategies and estate planning.
Further to this, once a financial plan has been prepared and presented, our aim is to continue journeying with our clients as they progress through the different stages of life.
At Stonebridge Financial Services we pride ourselves on our personal touch and genuine care for our clients.
What sets us apart
While Stonebridge is a new name, our team brings decades of combined experience across financial planning, lending, and wealth strategy.
Based in Ringwood, we are positioned to support clients across Melbourne’s eastern suburbs, while continuing to serve the broader Yarra Valley region.
Our clients value clear advice, thoughtful strategy, and a long-term perspective.
We partner with you for the long term, providing clear, structured advice from your first meeting through to achieving your goals.
Every strategy is tailored to your circumstances, not a one-size-fits-all approach. And at every stage, we ensure you understand your options, so you can make confident, well-informed decisions.
A Collaborative Approach
We provide ongoing, structured advice, supporting you from initial strategy through to long-term outcomes.
Our approach is tailored, considered, and focused on helping you make clear, confident decisions at every stage.
Strategic, Trusted Advice
Our integrated team of advisers and specialists collaborates to deliver cohesive, end-to-end financial strategies tailored to your evolving needs.
At Stonebridge Financial Services, we provide clear, strategic advice designed to help you move forward with confidence, because the decisions you make today shape stronger outcomes for the future.
Meet the team
Steven
King
Director & Senior Financial Adviser
Steven is an Accredited Behavioral Finance Professional℠ (ABFP®) and a Chartered Retirement Planning Counselor℠ (CRPC®) with a Graduate Diploma of Financial Planning, uniquely qualified to help clients navigate both the emotional and technical aspects of financial decision-making. His dual expertise allows him to craft strategies that not only optimise financial outcomes but also align with clients’ values and long-term retirement goals.
Anita
King
Chief Operating Officer
With a background in education and a passion for processes, Anita brings a high level of detail and organisation to the practice. She loves to see the team bring the very best advice and support to all of their clients while making sure they enjoy their role and feel a valued part of the Stonebridge family.
When she’s not in the office, Anita keeps busy supporting her teenage children in their various school, sporting and social events, and is always up for a board game if there is a spare hour or two.
Joel
Matthews
Senior Financial Adviser
Joel holds a Master of Financial Planning and brings over 17 years of experience providing financial advice. He is an Accredited Behavioral Finance Professional (ABFP®), Chartered Retirement Planning Counselor℠ (CRPC®), and Associate Financial Planner (AFP®). As a husband and father of three, Joel understands the balance between today’s priorities and long-term financial planning, helping clients live well now while building a secure and independent retirement.
Luke
Knoll
Financial Adviser
Former educator turned adviser, Luke leverages diverse experiences to guide clients. An outdoor enthusiast, he shares fishing tales alongside financial advice.
Tarryn
Administration Officer
Bernadette
Administration Officer
Tracy
Administration Officer
Irene
Executive Assistant
Alexa
Client Services Officer
Yen
Paraplanner
Felix
Paraplanner
Will
IT & Administration Assistant
Whether you're just getting started or looking to refine your financial strategy, we're here to help.
Connect with one of our trusted advisers today.