steve@sofs.co.nz

0800 214692

my Mission

The Right Advice

 

At Steve Oliver Financial Services we pride ourselves in providing the right advice for our clients.  Our aim is to implement solutions based on each person’s unique circumstances and financial goals.  Our purpose is to protect our client’s interests and ensure they get the most comprehensive product and price to suit their objetives and needs.   

My Mission is to help successful people make smart decisions about Money each Day.

Your Trusted Advisor

Overview And Experience

I  began my career in 1989 as an account manager with UDC Finance where I specialised in commercial finance. In 1997 I joined the Southland Building Society, now SBS Bank, as a senior loans officer responsible for residential and commercial lending. I was appointed territory manager for Southland with Farmers Mutual Group, the rural insurance and investment company two years later.

In 2002 me and an associate established Piper Oliver Financial Services (POFS), a successful specialist risk insurance and investment advisory firm. POFS merged with another Southland advisory firm, AMP South (a risk insurance specialist), and together, they formed Investfirst, an investment advice company, both of which I was a director. AMP South and Investfirst won three ‘AMP Adviser Business of the Year’ awards during my tenure as a director of those firms.

I sold my interest in Investfirst in 2011 in order to establish an independent advisory business, Steve Oliver Financial Services (SOFS). 

I endeavour to live a balanced life and my goal is to help my clients achieve that as well. We do that, by keeping it simple and taking a pragmatic, commonsense approach to financial management. By getting the basics right first, we can ensure that clients can go on to build passive income, protect themselves and their businesses against the unforeseen, create wealth and ensure a prosperous future.

I have been married to Marcia for 17 years and we are the proud. Parent of three children; Sophie, Katie and Carter.

I previously owned a retail business, and currently have an interest in a residential property investment and a commercial property company. I am an active investor in property and equities.  I am a member and director of the Invercargill Rotary Club and last year became a member of the committee that established the inaugural Invercargill Wild Food Festival. My leisure interests include mountain biking, surfing and skiing. I follow soccer and sponsor the Old Boys AFC Football Club in Invercargill.

You Deserve The Best Advice

A Trusted Advisor

complaints Process

At Steve Oliver Financial Services we are committed to providing you with excellent customer
service and quality products. If you believe that we have not delivered in a particular area we
would like to hear your comments.
If you are not fully satisfied with the services provided by an adviser or employee of Steve Oliver
Financial Services, please contact that person directly so that they may deal with your complaint
through our internal complaints process.

The process

Complaint Received

We will acknowledge your complaint in writting within 2 business days of your notification.

We will investigate the matter fully and will attempt to resolve your complaint within 10 business days.

If we are unable to resolve your complaint within 10 days we will provide you with a written update as to the reason for the delay and the actions we are taking to resolve your complaint and timeframe of our response.

If we are unable to resolve your complaint, you may refer it to The Financial Dispute Resolution Service (FDRS)

Customer review

“Steve's practical approach to financial planning and ensuring we have the appropriate products to mitigate risk is invaluable. Steve can explain practical examples very well, and it is incredible the simple items that are picked up during the process that you can often take for granted. Steve delivery of comprehensive plans has given my family, and myself comfort going forward to take advantage of opportunities and mitigate any bumps in the road that life provides us. I have also used Steve’s services for my client base, to provide solutions and benefits to both business owners and their employees. I highly recommend touching base with Steve and the team to review your financial planning and insurance needs.”
James

memberships