Important Update:
Our books are currently open for clients wishing to join our wait list until 10 February 2026. Clients who join the wait list by this date will have their first appointment with us in the current financial year. Following this, we will confirm the timing of the next steps based on your specific advice needs.
From May, our focus shifts to the busy end-of-financial-year period, during which we prioritise our existing clients.
If your advice needs are not time-sensitive, you’re welcome to join the wait list for future availability. Alternatively, if your situation is urgent, we can help connect you with a trusted adviser from our professional network.
Click the button below to explore your options, and learn more about our wait list time frames and process.
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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