Improving your relationship with money by providing clarity on the way forward. We’re better, together.
Our story
Steps Financial has been around since 2013 but developed into its current format when two experienced female advisers wanted to find a better way of doing things. A better way for their clients, and a better way as business owners.
After realising that their values and views combined really well, that their talents and skills complemented each other perfectly, they combined forces in 2021 and merged into the new Steps Financial. Since then, they have grown to a team of 6 support staff dedicated to helping clients, in their financial planning journey.
Our Team
Antoinette Mullins
As a qualified youth worker and trauma counsellor, Antoinette brings a different skillset to her role…
Tanya Oddo
Since Tanya completed her double degree in 1998, she has worked in the financial services industry…
Our Services:
“The team at Steps Financial are wonderful to work with! Their professionalism, expertise and user-friendly approach to assisting me with financial planning made the whole process clear, comfortable and secure. I highly recommend the company to anyone who needs a high calibre, ethical and proficient team for financial advice and management.”
KASSANDRA E, STEPS FINANCIAL CLIENT