What we do

Retirement is not a destination, it is a journey

Resources for every stage of retirement

At Next Stepz we believe that the best retirement is a planned retirement. That is, just as you spent some time during your working life preparing for retirement, now that you’ve retired, you need to plan for your new future.

Depending on your age and stage, this may mean knowing how to keep fit, needing maybe just a bit more help around the house, or wanting a more complete solution, such as a retirement community or aged care facility.

At Next Stepz we recognise three broad stages of retirement.

Recently retired

Recently retired

This is the perfect time to talk to us. You’re probably fit and reasonably healthy with no pressing needs or concerns and still goals you’d like to achieve! Now is the opportunity to look ahead and anticipate future events. At this stage, you have the luxury of time to examine options, plenty of choice and the chance to understand the decision-making process.

Starting now you can set up a plan, based on your available financial resources, to provide you with the best possible lifestyle without the pressure of a health or family crisis.

Next Stepz can give you a unique understanding of the services available at whatever stage you are at and help preserve your independence and enjoyment of life for as long as possible.

Feeling your age

There comes a time when we all realise that we no longer have the energy or the physical abilities we had when we were young. Often, this is accompanied by a realisation that we cannot, or would prefer not to, do all the things we once did without a second thought.

This may be the time when some extra help around the house could be useful, or a change in exercise regime or even assistance in caring for a partner. Every situation is different and we can help define your needs, assess the options and guide you on how to make the most appropriate choices.

Increasingly fragile

This is the time in your life to sit back, relax and let other people look after you and there are many options to consider. However, with choice and diversity can come confusion which is the last thing you need at this stage. Often crucial decisions can be taken under pressure to fulfil a pressing need.

The key questions that need to be asked are:

What can I afford?

What facilities and care levels are important to me?

Which retirement village or aged care facility will best suit my needs and aspirations?

Next Stepz can assist by providing you with expert financial and legal guidance as well as a choice of the best villages and facilities to match your needs.

You, your children, family and Next Stepz

You, your children, family and Next Stepz

Depending on your situation, you may prefer to talk to us without children or other family members present. We are happy to accommodate your wishes, and can also liaise with children and family members, communicating and explaining any information you would like them to know. Alternatively, we are happy to participate in family meetings, or deal directly with other family members, if circumstances or your preferences require it.

Your Home

Your Home

Your Money

Your Money

Your Health

Your Health

Your Lifestyle

Your Lifestyle

The four pillars of Next Stepz

As you’ll see from this website, our services are arranged into four pillars; Home, Money, Health and Lifestyle. Naturally, these are interconnected, each having areas of crossover with the others. However, using the four pillars is an efficient and effective method of determining your goals and the options you have to achieve them.

A transparent fee for service business model

At Next Stepz our aim is to help you optimise your retirement and aged care lifestyle by understanding the available options and making informed decisions as to which best suit your needs and aspirations.

You will be informed of any fees and charges before they occur and we will be financially transparent at all times.

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