Your HomeGet all the information to stay independent in our own definition of ‘home’.- Your MoneyFund the retirement you’ve dreamed of.
- Your HealthMaintaining optimum health is essential to a healthy, peaceful, fulfilling retirement.
- Your LifestyleClose your eyes and imagine what the perfect retirement looks like for you? Whatever your vision is, we can help you achieve it.
- Create a ProfileFill in our profile document to receive personalised advice tailored to you.
- Purchase PackagesWe can assist you with how to structure your finances and support you to enjoy a more comfortable retirement in your own home.
Your Money
Have a question? Schedule a Chat
Schedule a Chat Fund the retirement you have dreamed of
The way we manage our finances is an important part of every retirement strategy. Having adequate funds available to support your dream lifestyle is important but so is understanding the lifestyle you can afford. One of the first decisions many retirees need to make is how active they wish to be in the management of their finances.
Should you choose to be more active, remember that, depending on the level of activity you select, if you choose to manage your own finances, this can be a significant time commitment but most of the day to day management can be delegated when partnering with a trusted adviser. One that can not only keep you updated with how your investments are performing, but involve you in any investment decisions and also provide the research to keep abreast of market information. This is something you may even enjoy now that you have more time.
Depending on the nature and extent of your assets, meeting with an adviser, usually a specialist investment adviser is a wise move.
Your Money Packages
Next Stepz Packages to help fund the retirement you've dreamed of
Your Money Packages Free Collaborative Estate Planning Consultation
This consultation assists us in setting up your estate planning needs.
Your Money Packages Residential Aged Care Transition Support
This package helps self-funded retirees transition into an aged care residence.
Fixed price confirmed on review of materials.
Your Money Articles
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Perhaps fortunately in some circumstances, you are able to make a valid will without having to obtain advice from a lawyer. This has probably become more frequent due to the rapid increase in availability of a variety of ‘do...
Financial opportunities when downsizing or selling your family home
This question rates #1: Retirement and Money
What we do
With next stepz Retirement is not a destination, it’s a journey
At Next Stepz we believe that the best retirement is a planned retirement. Depending on your age and stage, this may mean knowing how to keep fit, just a bit more help around the house, or wanting a more complete solution, such as a retirement community or aged care facility.
We tailor a complete solution for your retirement needs.
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Personalised Service
A complete solution for your retirement needs.
A new opportunity
For self-funded retirees with Next Stepz
Stay active and independent for longer, on your terms. Enjoy the retirement lifestyle you’ve worked for.
An underserviced sector
Next Stepz is here to help
Next Stepz gives you the best professional advice for your individual retirement options.
Expect the best
Why Next Stepz?
Next Stepz is a professional service, providing you with the choice and quality you’ve come to expect from life.
Schedule A Chat
Schedule a one-on-one chat to help determine how we can best help you.
Personalised Service
A complete solution for your retirement needs.
A new opportunity
For self-funded retirees with Next Stepz
Stay active and independent for longer, on your terms. Enjoy the retirement lifestyle you’ve worked for.
An underserviced sector
Next Stepz is here to help
Next Stepz gives you the best professional advice for your individual retirement options.
Expect the best
Why Next Stepz?
Next Stepz is a professional service, providing you with the choice and quality you’ve come to expect from life.