About Us

Strategy Steps is an independent boutique business that is well recognised for its expertise across a range of financial planning needs. Strategies cover superannuation (including SMSFs), income streams, social security, aged care, life insurance, taxation, estate planning and portfolio construction.

The difference is the delivery of practical strategies that start from the client's perspective. This helps financial advisers meet the challenge to develop a sound value proposition for clients. 

With Strategy Steps, you can step up to the challenge through:

• Independence. With no agenda and no products to push, we provide unbiased assistance.
• Sole focus. Financial planning strategies are our business and our area of expertise.
• One stop. We have expertise across the financial planning spectrum so you have access to support through one point of contact.
• Practical assistance. Our approach is entirely practical. Technical issues are made simple and each strategy is broken down into easy to follow steps.
• Expertise. Experience, qualifications and intelligence are used to solve problems and benefit your business.
• Cost effective. A cost effective option for your business.

Whether you want to just keep up to date or have online support at your fingertips, all our materials are designed to be practical and easy-to-use.

Subscribe to our on-line Desk Caddie service. Or ask us about customised end-to-end services for your business that can include training, client materials including SOA wording as well as marketing and sales tools.