Future Steps Financial Planning

30/06/2026

🎉 **This year marks a very special milestone for Future Steps Financial Planning – 10 years!**

It's hard to believe that it's been a decade since I took over the practice following the retirement of my mentor, Greg Walkington. Looking back, I'm incredibly proud of how much we've grown and adapted through a period of significant change within the financial planning profession, all while remaining committed to providing quality advice and genuine care to our clients.

While I may be the face of the business, this milestone certainly hasn't been achieved alone. My heartfelt thanks go to Kirsten, Joanne, Jodi and Shelley for the dedication and care they've shown our clients over the years. A very special thank you also to my Paraplanner, Angela, my Bookkeeper, Michaela, and my Accountant, Mel, whose support behind the scenes has been invaluable.

Most importantly, thank you to our wonderful clients. Your trust, loyalty and the many referrals of your family and friends over the years have made this journey possible. It is a privilege to be part of your financial journey, and I'm truly grateful for the relationships we've built along the way.

Here's to the next chapter and many more years of helping people achieve their financial goals.

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16/10/2025

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If this article has sparked some thoughts about your own unique circumstances, please don’t hesitate to reach out to us to explore how we can help you plan or navigate your financial future with confidence.

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20/02/2025

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09/05/2024

Absolutely love this masterpiece created especially for us!!! Thank you Caricatures By Pete Player … love your work 🤩👏🏻