I help mortgage brokers and business owners build a business that runs on structure, not stress.

Before coaching, I spent 17 years inside Big 4 audit, GE Capital, ANZ and NAB. I saw why businesses stall. It’s rarely the product. It’s how the owner thinks, how the team is led, and the risks nobody watched.

So my coaching sits on three pillars: mindset, leadership and risk management. Most coaching stops at scripts and tactics. Mine starts with how you think, how you lead, and how you protect what you’ve built.

I’m a CPA and an International Multi-Award-Winning Business Coach. In 2026 I won the Silver Stevie for Mentor of the Year. I was also named National Winner at the Australian Achiever Awards, where my clients rated me 99.10% for satisfaction.

I work with brokerage owners and committed brokers across Australia, and HVAC business owners in the US. I coach through 1:1 sessions, CPD-accredited workshops and keynote speaking.

The result isn’t just more revenue. You lead with clarity. You treat risk as a skill, not a fear. And you build a business you’re proud to hand over one day.

The Three Pillars

Every engagement, whether it’s a program, workshop or 1:1 coaching, is built on these three pillars working together.

Mindset pillar icon

Mindset

Get the thinking right. Break through limiting beliefs, build clarity and develop the mental frameworks that sustain long-term growth.

Leadership pillar icon

Leadership

Lead with intent. Communicate, delegate, manage priorities and pull a team forward — even when the path isn’t obvious.

Risk Management pillar icon

Risk Management

Protect what you build. Identify, mitigate and leverage risks so your business can handle uncertainty instead of fearing it.

STEPHEN’S PHILOSOPHY

Business success starts with the leader

Not the buzzword kind of leadership. The kind that turns pressure into clarity and pulls a team forward when the path isn’t clear.

I believe three things:

  • Your business can’t outgrow your thinking.
  • Your team can’t outperform your leadership.
  • What you build is only as strong as how you protect it.

Miss one, and the other two don’t hold.

That’s why I don’t hand you a template. Every business has different problems. I build the plan around you, your team and what’s in your way.

Coaching isn’t a quick fix. My mission is to help you build a business that doesn’t need you to survive.

WHO COACHES THE COACH

I invest in my own coaching too. Among the coaches and mentors I’ve learned from: Scott Harris, Mike Agugliaro, Dave Cattle, Siri Lindley, Michelle Bridges and JT Foxx.

Credentials

Industry recognition for coaching excellence.

Silver Stevie Winner 2026 International Business Awards
2026 Australian Achiever Awards Winner for Excellence in Customer Service
2026 Broker Innovation Awards Finalist, Innovator of the Year Service Provider
Bronze Stevie Winner 2025 International Business Awards

Silver Stevie Winner

2026 Mentor of the Year, Top 2 globally

99.10% Satisfaction

2026 Australian Achiever Awards National Winner

CPA Qualified

17 years in audit and risk: Big 4, GE Capital, ANZ, NAB

Keynote Speaker

FBAA Elevate, aggregator conferences, industry events

MFAA & FBAA CPD

Workshops eligible for CPD points

International Coach

Clients in Australia, the US and Europe

Speaking

I’ve spoken at FBAA Elevate, aggregator conferences and leadership offsites. My talks help business owners and teams think clearer, lead stronger and manage risk with confidence.

Every talk is built around your audience, your industry and the result you want them to walk out with.

Stephen Soo keynote speaking on stage

The Business Mindset Shift

From stagnation to growth. Break free from limiting beliefs, embrace a growth mindset and build a thriving business.

Visionary Leadership

Inspiring teams to achieve more. Learn principles of transformational leadership that foster collaboration and accountability.

The Risk-Ready Business

Managing challenges, seizing opportunities. Equip yourself with tools to identify, mitigate and leverage risks for sustainable growth.

Profit by Design

Unlocking hidden opportunities. Explore practical strategies to redefine systems, optimise performance and boost profits.

What audiences say

“Stephen brings an infectious energy and optimism that truly lifts the room. His keynote was engaging, thought-provoking, and filled with practical insights that genuinely resonate. As a leader myself, I value tools and perspectives that empower individuals and teams, and Stephen delivers exactly that. He has a unique ability to challenge thinking while remaining encouraging and supportive. It's rare to find someone who not only inspires change but also equips you to make it happen. A fantastic advocate for growth, and a true champion to have on your side.”

BC
Beth Comino
CEO at Home Affordability Solutions

“TY TY TY brother, what an amazing keynote! You brought the 🔥 at Elevate – the insights, the energy and a mindset shift that hit hard. Walked away with practical strategies and a whole new perspective on growth. If you get the chance to hear him speak, don't miss it!”

NS
Nico Stuart
MD at Berkshire Financial Services

“I would highly recommend Stephen Soo for business performance coaching whether it is being for you as a small business owner or you are looking for a great keynote speaker. Stephen has a warm and interactive presentation style that engages with his audience as I have recently experienced with his events. He has great messages and thought processes which prompt those that are looking for more ways to improve their own performance with better results to make good progress in their business or personal lives. His natural personable approach makes Stephen quite easy to connect with and further engage with his craft for your own personal development and learning.”

MO
Marcus O'Brien
MD at Brass Aggregation

“Thanks Stephen Soo CPA. Your WA event was really good took away with a lot of insights to grow my business! Your energy and perspective really made an impact!”

JH
Jason Hokin
Founder at Stokin Finance Group

“Fantastic session Stephen and really appreciated the insights into a growth mindset and your personal journey. Inspiring 🙏”

BL
Bradley Linford
Partnership Manager of Loans Unlimited

“Hey Stephen, your session was great! I loved the activities, there was so much fun, great humour and your story was easy to connect with. I got a lot out of your session and have asked many people to hear you speak!”

MS
Mel Sawyer
Mortgage Broker at Down To Earth Mortgage Broking

“It's great to see all the positiveness from all the events you have done, you are an excellent and very effective communicator!”

MS
Mario Stepancic
Mortgage Broker at Think Lending

Let’s work together

Whether you’re looking for 1:1 coaching, a program, or a keynote speaker — let’s talk.