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.

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