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Improving your relationship with money by providing clarity on the way forward. We’re better, together.
Seeking Financial Advice for the first time, can be daunting. Some of our clients come to us, after having had a bad experience in the past, while others seek us out because they love our gentler approach.
Throughout our process, we use technology to make your life (and our job) easier. We believe in simple, straight-forward advice that’s relevant to you.
In working with Olivia and Tanya from Steps Financial, you quickly see the depth in knowledge of the finance industry. At the same time they communicate it in such a way to be both approachable and understandable.
We were made to feel comfortable in sharing our personal situation and what we wanted to achieve, primarily protecting our family. We can now sleep at night knowing if something were to happen, our children will still have a roof over their heads and food on the table.
We now look forward to continuing our journey with Tanya as she guides us in preparing our financial future in retirement.
I wouldn’t hesitate in recommending Olivia and Tanya from Steps Financial to my friends and family.