Services
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.
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.



Lisa Ucich-Marchenko
We initially contacted Nat from Future Steps to help us plan for the future. After having to close our business last year, it was an extremely scary & stressful time, but Nat has been there the whole way. The girls in the office are brilliant. I highly recommend their team. I also had her sort my kid’s future too. Thank you Future Steps Financial Planning!