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.

 

debt management

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.

life insurance

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 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.

Future Steps Financial Planning – Pathways to peace of mind.

Contact Future Steps Financial Planning now…

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!