Future Steps Financial Planning

Pathways to peace of mind.

Future Steps Financial Planning

Welcome to Future Steps Financial Planning.
At Future Steps we think of life as a journey to be enjoyed with its ups and downs, pit-stops, diversions and various destinations. We help clients step back and assess whether they are making the most of their opportunities and then create a pathway from where they are now to where they want to be.

At Future Steps we think of life as a journey to be enjoyed with its ups and downs, pit-stops, diversions and various destinations. We help clients step back and assess whether they are making the most of their opportunities and then create a pathway from where they are now to where they want to be.

What We Offer

Retirement Planning

Australians now have more opportunities and greater flexibility when it comes to Pre-Retirement, Retirement Planning and superannuation.

Cash Flow & Budgeting

Managing your cash flow wisely – what comes in and goes out – can have an enormous impact on your financial goals.

By taking charge of your money and making sure that you are spending less than you are earning, you will ease money stress and feel more secure and in control.

Personal Insurances

No matter how long it takes or how detailed the process, we are always happy to assist our clients in an insurance claim process.

Financial Planning

Financial wealth is just one component of wellbeing. We need money to lead the life we want, so it is important to plan and consider the following investment criteria.

You have to be comfortable with a Financial Advisor; trust is essential and we have always had a feeling of innate honesty, integrity, trust and competence in Natalie and her team. They are to be Highly Recommended.

Future Steps offers a complete package of financial advice and assistance. We would be lost without them and the time we have saved by not having to struggle with all that paperwork ourselves has been put to good use with quality family time now that the grandies have arrived. We cannot recommend them highly enough.

The girls in the office are brilliant. I highly recommend the team at Future Steps Financial Planning. Thank you.

To Natalie & Team, We would like to say a big thank you for all your work is setting us up for semi-retirement. Your professionalism and service you provide to your clients is outstanding.

We have found Future Steps to be professional and thorough to deal with in all aspects of Financial Planning. Together we have been able to set and achieve our family’s financial goals and our future goals are reviewed annually. Their attention to detail and friendly service is fantastic. We would not hesitate to recommend Natalie and the Future Steps team for all your Financial Planning Needs.

The Advice Process

Our objective is to provide advice relevant to your individual
circumstances and to assist you in reaching your personal and financial goals.

Initial Consultation

The initial consultation typically takes about 45 mins to an hour. We will discuss your financial goals and outline our services. This meeting is obligation-free and allows you to decide whether we can assist you to reach your goals.

Fact Find

A full overview of your current financial situation is obtained with you completing a comprehensive questionnaire. An appointment may need to be arranged to confirm figures and clarification of requirements if a complex strategy is required.