Steve Obst is the new face at Eclipse Financial Services in Cannonvale, although by no means is he new to the business of helping people achieve a better lifestyle.
With a career spanning 26 years as a financial planner, Steve brings to the already impressive team of Eclipse a level of expertise garnered over two decades.
In his role, he helps people simplify their financial problems and give them some solutions, as well as educate them in ways they can better manage their finances, achieving their goals of owning a home, a car, or a better lifestyle.
“We deal with some of the intangibles, rather than just numbers and tax, for us it’s about lifestyle, what’s important to them, and how they can come up with solutions in terms of financial problems without just looking at a spreadsheet,” Steve said.
Since 1996, Steve has been on a “long journey in finance,” beginning work at the bank straight out of school in his hometown of Toowomba, which led him to settle in Townsville.
“I’ve been in North Queensland for such a long time that it’s really home for me,” Steve said.
His journey with Eclipse began 12 months ago, and there’s been no looking back after moving down from Townsville.
“I love the Whitsundays – having worked here previously in my old job, although a long time ago, I always had a soft spot for it,” he said.
“I love fishing and outdoor activities, so this is the place to be.”
He’s looking forward to joining up to some local sports clubs, as well as the local SES, and forging friendships with clients, which he said is a privilege of the job.
“In my previous role I’ve had clients for 15 years or more, and you share the good times and the bad times, with life in general, not just financially,” he said.
“Seeing their kids grow up, and them achieving their dreams.”
Steve said that initial meetings with him are not charged for and are more of a meet and greet where people have nothing to lose and everything to gain.
“That could be as simple as understanding their superannuation statement, and if they can walk away with a better understanding of something relevant to them, that’s what’s important.”
Steve Obst, Senior Financial Planner at Eclipse Financial Services
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