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.
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.