Accountants and tax agents (1)- Admin, marketing, web design and digital (3)
- Financial planners (1)
- Lawyers and mediators (4)
- Mortgage brokers (5)
Rating (average)
(1)
Business Name
Steps Financial are financial planning company who provides you our clients with a financial health assessment and recommendations to educate, empower and improve your financial circumstances both immediate and in the future.
We will guide you and be there with you step by step.
We will guide you and be there with you step by step.
Suburb
Normanhurst
Other Locations
Turramurra and fully digital, so can see clients anywhere.
Rating (average)
(4)
Business Name
Hi there. Lisa here.
Put simply, I am here to make your life easier! From the moment we first meet, I will be here to inform you, guide you and along with you, to make your financial dreams come true.
I have the rewarding role of guiding you in making one of the largest financial decisions you make in your lifetime - the purchase of a home. I take this pretty seriously (but also like for us to have some fun along the way)! I will help you understand how home loan lending works in Australia, the types of lenders and products that are out there and which ones will suit your circumstances best. I will guide you in the home loan application process and will manage your application right through to settlement.
But I won’t stop there! I will keep a watchful eye on your loan / lender and product and should things change in a way that doesn’t advantage you, I will be on the phone booking in our next appointment so we can re-assess the best way forward.
Put simply, I am here to make your life easier! From the moment we first meet, I will be here to inform you, guide you and along with you, to make your financial dreams come true.
I have the rewarding role of guiding you in making one of the largest financial decisions you make in your lifetime - the purchase of a home. I take this pretty seriously (but also like for us to have some fun along the way)! I will help you understand how home loan lending works in Australia, the types of lenders and products that are out there and which ones will suit your circumstances best. I will guide you in the home loan application process and will manage your application right through to settlement.
But I won’t stop there! I will keep a watchful eye on your loan / lender and product and should things change in a way that doesn’t advantage you, I will be on the phone booking in our next appointment so we can re-assess the best way forward.
Suburb
Sydney
Other Locations
It's the era of all things digital so BOOK ME IN and we can do via zoom from the comfort of your home at a time that works for you.
