Service Delivery Update
We focus on our existing clients from May to June, to ensure we meet end of financial year deadlines. The next appointment available for NEW clients, are from the 10th of August.
If your advice needs are time-critical and you have not already made an appointment, please understand that we cannot fit you in any earlier. We could refer you to other advisers or professionals who may be able to assist, so reach out if you need a referral.
Once you contact us via phone or email, we will send you some more information about our process and organise an initial online meeting using our Calendly link.
Both advisers work on all new clients, so you get the benefit of two experienced advisers. All first appointments will be with Antoinette, while Tanya gets involved in the strategy phase.
Contact us.
In our busy lives it’s just too easy to postpone self-care or projects that seem daunting. Our goal is to make this easier for our clients, so that might mean after-hours appointments or online meetings.
When you get in touch, tell us what would be most convenient for you & we can work something out together.
Steps Financial Office:
A: PO Box 2212 Normanhurst NSW 2076
P: 1300 681 955
Antoinette Mullins:
E: amullins@stepsfinancial.com.au
P: 0414 748 655
Tanya Oddo:
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