Steven Larman, Financial Planner at Bailiwick Financial Planning, sits on a wooden stool near a large leafy plant in his bright Newstead office.

Steven Larman

Financial Planner and Director

CFP®, BBus(Acc), DipFP

AR Number: 239112

What appeals to me about financial planning is that it's about the present and the future. And it's about relationships. Getting to know clients, understanding their lives beyond their financials."

One thing I hear often from clients is that they feel relaxed about money for the first time. They're actually enjoying it, rather than hoarding it. Which is how it should be. Money is a tool to do the things you want to do, see the places you want to see, and look after the people you love.

I have a sailing boat that I spend as much time on as I can with my family. I've also picked up wingfoiling recently, which has been a humbling experience. And I follow boxing, which is possibly the most frustrating sport to follow.

Up close and personal with Steve

  • James Cook. I could do with some of his motivation to venture further afield! The sheer scale of what he accomplished is remarkable — the vast oceans he crossed, the coastlines he charted including the East Coast of Australia, New Zealand, and Alaska, and the navigational charts he produced that remained in use for over a century. On top of that, he effectively conquered scurvy among his crew and sailed further south than any explorer before him.

  • "Twenty years from now you will be more disappointed by the things that you didn't do than by the ones you did do." — H. Jackson Brown Jr.

  • Sailing Alone Around the World by Joshua Slocum.

  • Mevagissey, a small fishing village on the Cornish coast in England. No major city has ever really called to me. My wife's grandfather lived here and we've visited a number of times — it's the kind of place that's simply impossible not to love. The harbour, the pace of life, the scenery — I'd move there tomorrow if I could.

Steven Larman Financial Planner is in a white shirt sitting at a desk with papers and a laptop, holding a pen, in a modern office setting.

QUALIFICATIONS AND CREDENTIALS

  • Certified Financial Planner®

  • Bachelor of Business (Accounting)

  • Advanced Diploma in Financial Planning

  • Member of Financial Advice Association Australia

Logo of CFP and the text 'The sign of good advice, Certified Financial Planner'.
Logo of Financial Advice Association Australia (FAAA) with stylised letters.