0800 214692

Steve Oliver Financial Services

Helping Successful People Make Smart Decisions About Money

About Steve

Steve Oliver

Steve’s career in the Financial services Industry started in 1989.  During 30 years Steve has become a well known and respected Financial Advisor in Invercargill and Southland.

He was educated at Southland Boys High School and estudied Management and Accounting at Otago University.  

He has been part of many successful financial services businesses in Southland and in 2011 he stablished his own independent advisory business, Steve Oliver Financial services.

His philosphy of “helping successful people make smart decisions about money” has been the driving force behind this successful business.

About Steve Oliver Financial Services

Steve Oliver Financial services (SOFS) was stablished in 2011.  This independent advisory business is located in Invercargill, Southland.  SOFS is an insurance broking and financial advisory firm that serves the rural sector, SMEs and families in Southland.   Steve Oliver Financial Services specialises in:

  • Risk insurance,
  • Key person cover,
  • Income protection.
  • Mortgage replacement insurance,
  • Trauma insurance
  • Health insurance,
  • ACC cover
  • Investment and savings, and
  • KiwiSaver

Advice Areas

Life Insurance


Health Insurance

Total and Permanent Disablement Insurance

Income Protection Insurance

Trauma Insurance

Critical Illness (Trauma) Insurance

Managed Funds

Customers reviews

“For over 15 years, Steve Oliver and the team at Steve Oliver Financial Services have provided us with advice in respect of personal insurance policy (Life, TPD, Health), Kiwi Saver investments and wealth creation strategies. Steve takes the time to understand what our personal and financial goals are and matches the product mix, level of cover, and tolerance for risk to meet our needs. This also includes undertaking regular check-in’s to ensure we are on track to achieving our goals. Steve is an experienced adviser who can take the complex world of insurance/wealth creation and provides us with clear and concise advice. He is a trusted sounding board for our decision making process.”
I first met Steve surfing out at Colac Bay. An odd place to talk insurance however after sitting out behind the waves discussing it, he invited me in the following week to look over our insurance cover. We now have significantly wider cover for less than we were paying prior and are very happy with his results. Since then he has helped me with my rental property interests, his advice here helping to shape where and what I purchase, plus his financial background has been awesome with our Kiwisaver portfolios and I’m happily recommending him to my family. Shame his surfing skills don’t match his business skills, but I guess that leaves more waves for me.