Stephen has worked closely with John since 1994, and merged with the Hrkac Group in 2006 to bring the Financial Planning arm into the business. With his 36 years in the industry, Stephen initially began in the Insurance industry, from which the Financial Planning sector grew to what it is today.
A very different service in the beginning, the Financial Planning of today is one that helps people identify how to achieve their goals through careful diagnosis and strategy. Stephen loves the client facing aspect of his role, using his expert diagnosis skills to help solve a wide range of complex problems for our clients. As Managing Director of the Financial Planning division, Stephen has built the service to be holistic in nature so clients benefit from our Advisers understanding the whole picture before deciding on the right advice path.
A key principle, Stephen and John have built at the Hrkac Group is the family-based nature of the business. With four daughters and six grandchildren (plus another three on the way!), Stephen and his wife Shelly certainly embrace the big family energy. Remnants of their full nest, their two dogs and cat round out the family, with their daughter’s tropical parrot taking a special liking to Stephen, by choosing kindly not to bite him (and only him).
On the weekends, you’ll find Stephen frequenting his favourite Pastry Shop That Place, playing a game of Golf, enjoying a fine wine or tending to his family’s Apple Orchard. Hoping one day to have a recording studio in his spare room, Stephen has played the guitar for 40 years and says his desire is much higher than his ability.
Feeling proud to still be relevant in this ever-evolving industry, Stephen’s rich history gives him the special ability to build wonderful connections with our clients, helping them to achieve their own success.
Areas of Expertise