Lara Shearman | Home - Stepping Stones Financial Planning

"I can help you build on what you have today, so you can plan for a better tomorrow" - Lara

Lara Shearman has been a Financial Adviser since 2007 and aims to provide useful advice to as many people as possible, regardless of their age or life stage. Lara is a warm, caring and trustworthy person who ensures her clients feel supported and informed every step of the way.

Lara will simplify the financial advice process for you, as she helps you understand your options and how to make the best decisions for your circumstances.

Stepping Stones Financial Planning offers the full spectrum of financial advice and will support people seeking simple strategies and one off advice, through to complex and comprehensive advice requiring a structured approach, or ongoing service, portfolio monitoring and support. Our services include:

Investment advice and planning
Investment portfolio management services
Risk insurance and asset protection
Superannuation and SMSFs
Retirement planning
Estate planning
Aged care

Our strategies are tailored to help you grow and feel protected

Let’s work together to create a financial plan that suits you.

We value your feedback

I would like to thank you at this time for all of your help with my decision making. Had you not persisted with helping me, I would most probably still be at work and clearly it is the right time for me to retire and enjoy this phase of my life.

Peter

Lara was so warm, patient and informative. She broke down the information and helped me understand why to take the steps of having advice prepared. She properly explained her process and what she would be doing at each stage.

John and Rel

Robert and I trust your professional friendliness, judgement, guidance and most of all your willingness to ensure we leave our appointments understanding in full, any changes and implications with our investments.

Karen and Robert

We travel every year as you know and it means that we can travel stress-free, knowing that we can contact you at any time, either by phone or by email, with our questions.

Lynne

We would like to express our gratitude to you for your service to us on transitioning from work into retirement. You have gone over and above. You have been very professional, patient and forthcoming in helping us understand what needed to be done and explaining everything to us.

Ann and Anthony

We had been seeing a different planner for several years and when they retired, our friend suggested Lara. It was the first time we felt we had really understood our advice and that things were explained to us in a way that we could understand. We felt so comfortable and relieved.

Karl and Rene

Lara was able to come up with strategies that helped me in the now and built things back up, for later. She had ideas that I hadn’t even considered and developed a plan that helps me to know that I can retire in my early 60’s and still be comfortable and do the things that I want to.