How to book an appointment & what to expect?

To request an appointment, please click on the REQUEST A GOALS MEETING button below. We'll ask you to share your contact details and a little about yourself, your circumstances and what you'd like help with.

As appointments become available, we'll contact clients in order and send you a link to our online calendar so you can choose a time that suits you.  While initial clients benefit from the combined expertise and support of both Steps advisers, all initial client meetings are conducted by Antoinette Mullins.

Once your appointment is confirmed, we'll send you your meeting details and invite you to our secure client portal, where you'll complete a short Goals Meeting Questionnaire. This helps us make the most of our time together by understanding your circumstances and goals in advance, while giving you the opportunity to think about what's most important to you.

What happens after your Goals Meeting?

During your first meeting, we'll explain our advice process, expected timelines, and costs so you can decide whether we're the right fit for you.

Following the meeting, we'll provide a Terms of Engagement outlining the scope of work, expected timelines and fixed fee for preparing and implementing your financial plan.

Our upfront financial planning fees are typically between $8,000 and $10,000 plus GST, depending on the complexity of your situation and the advice required.

Once you decide to proceed, the research and strategy development phases generally take between three weeks and three months, depending on the scope of work involved.  We then move into the advice presentation and implementation stages.

At Steps, clear communication is important to us, so we'll keep you informed throughout the process and let you know exactly where things are up to.