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 portfolio management services
Superannuation and SMSF's
Risk insurance and asset protection
Retirement planning
Estate planning
Aged care