Stepping Stones Financial Planning
About Us
Stepping Stones Financial Planning is focused on helping people from any age or stage of life, including people in their early twenties through to retirees. And you don’t need to be wealthy or financially savvy to work with Lara – she is committed to helping people from all walks of life build on what they have now, so they are prepared for and able to enjoy tomorrow.
Lara’s qualifications include:
Lara is also a member of the Financial Advice Association Australia (FAAA) and abides by their code of professional conduct and ethics.
- A graduate diploma in financial planning
- A graduate certificate in applied finance
- A diploma in financial planning
Working with me is easy and usually starts with an initial meeting. This involves having a chat and finding out more about your needs, circumstances and financial and lifestyle goals. We’ll discuss the areas where I may be able to support you and ensure you understand the advice process and potential next steps. Even if you just need some reassurance or a sounding board for financial decision making, get in touch for a short meeting. Whatever you need, I am here to help.
