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Steve Roberts

Financial Planner, Progeny Wealth

Steve is an experienced financial planner with over 35 years of experience in financial services. He has been with the company for over 20 years, focusing on structuring clients’ assets based on a long-term strategy, building toward retirement, and offering encouragement along the way.

Steve understands that each client has a different way of looking at the future. His goal is to set things up in a way that makes them understandable, while also being within the client’s best interests. He is particularly enthusiastic about all aspects of pension flexibility and enjoys putting plans into place to help his clients draw assets efficiently as they move into retirement.

In his spare time, Steve is “a sporting addict who still believes he has a chance”. Much of his time revolves around training to be a 800m/1500m athlete.