Helping you make the right decisions

The reassurance you need
June 26, 2019
INTERNAL STEPP – JULY 2019
July 8, 2019

One decision is all it takes. From entrepreneurial endeavours to meeting that someone special, they all hinge on our decisions in a single moment. The same is unfortunately also true for most moments where calamity strikes. One decision, right or wrong, can change your future for the better or for the worse.

Although we can’t help you find that someone special, Stepp’s Financial Planning services can help you manoeuvre your way through some of the most important decisions you will have to make.

Through a close analysis of your financial presence as well as your life outside of your finances, our advisors will help you create a financial plan that suits your needs and expectations while working entirely within the bounds of your provisions. From disability to retirement and, most importantly, financial security, our individually structured planning services will make sure you are prepared for every situation – including the more pleasant ones. We understand that financial planning is not only for unwanted inevitabilities in life but for making the most out of life right now.

Even though it may not be marked on the calendar, one decision you, unfortunately, do not have any say in, is your passing. It is, however, not a decision we leave out of our considerations when we draw up your financial plan. In the case of death, we ensure the drawing up of a will and estate planning, while also assisting in the transition of your assets.

Equally unpleasant as death to think about when one thinks about financial decisions is taxes. Another decision that also, unfortunately, lies out of our hands. Though with Stepp’s financial advice we help you obtain the most out of your finances while minimising your taxes.

The next decision is all yours.

This article is a general information sheet and should not be used or relied on as legal or other professional advice. No liability can be accepted for any errors or omissions nor for any loss or damage arising from reliance upon any information herein. Always contact your adviser for specific and detailed advice. Errors and omissions excepted (E&OE)