Stepping Stones Financial Planning

Our Services

I provide clients with a high quality, personalised service that is built on trust and ethical advice. My aim is to explain complex financial solutions and strategies in easy to understand terms, sharing my knowledge and empowering you to make smarter decisions about money. I would love to meet you for a coffee to find out more about how I can help you. If you would like to have an obligation free chat, please contact me.

“At Stepping Stones Financial Planning you will be treated like a member of the family and receive the same advice I would give to my Dad and Mum”

– Lara

Investment advice and planning

Investment advice and planning

I design investment strategies that are based on a thorough understanding of your circumstances, attitudes and objectives; and will only proceed when you are entirely comfortable with the investment strategy I recommend.

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Investment portfolio management services

Investment Portfolio management services

My investment portfolio management services are ideally suited to people who require intensive management of their portfolio but prefer not to be involved in the day to day administration of their investments. We will meet regularly to discuss and review the performance of your investments.

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Superannuation and SMSF's

Superannuation and SMSFs

I understand the complexities of the superannuation environment including self managed superannuation funds (SMSFs) and can help structure a superannuation strategy that is right for you.

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Risk insurance and asset protection

Risk Insurance and asset protection

I believe insurance is the cornerstone of a sound financial plan. As part of my holistic approach, we will discuss the various types of insurance cover I feel may be suitable for you based on your circumstances and obligations as I understand them.

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Retirement planning

Retirement Planning

With Australia’s ageing population and increasing pressure on government funding for health and welfare services, it has never been more important to make your own plans for life in retirement. At Stepping Stones Financial Planning, I help Australians from all walks of life to plan for and enjoy a secure and comfortable retirement.

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Estate planning

Estate Planning

An effective estate plan aims to maximise the value of the estate by reducing taxes and expenses while providing clarity around your wishes. I will guide you through everything you need to consider and ensure you have the things most important to you covered.

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Aged care

Aged Care

Aged care is a complex area with many factors to consider including the decision as to whether to sell the family home. At Stepping Stones Financial Planning, I understand the complexities of the aged care system including the various options for in home and residential care, associated costs, payment options and government support. I will provide an overview of the options available to you in a supportive, compassionate and respectful manner.

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Our Services

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