Create a Profile

What is this for and why would I fill it in?

Completing the Next Stepz Profile Document helps Next Stepz gather insights into your current situation and areas of interest. Taking the time to complete this form helps us address your immediate challenges quickly and accurately, whilst also assisting us to understand your longer term retirement dreams.

Benefits of completing the profile document?

The information you provide helps Next Stepz ensure we customise and tailor options and solutions for you in a more efficient way. As a thank you, we offer a discount on the initial consultation fee.

While completing the Profile document can help streamline our service and advice, Next Stepz will always follow up with a personal consultation.  Our experience suggests that some of our clients prefer to use the Profile document as an efficient way of setting out their priorities and goals; however it is just one way of engaging with Next Stepz. If you would prefer, you can schedule a chat or send us an enquiry on-line. We are a person-to-person business,totally dedicated to providing tailored solutions, not cookie cutter answers.  We believe every person’s situation requires a unique approach and customised solutions.

Whether by completing the Profile Document or contacting us directly,  we are confident that Next Stepz can help set you on the retirement path that meets your dreams and goals.