Step By Step Financial Planning Services
At Step By Step Financial Planning we want to inform, support and service our clients in
meeting their financial commitments and goals, so they can live the life they desire and deserve.
Life is unique and so are your circumstances. Whether you are a graduate starting out in your first job, a couple who is expecting their first child or somebody who is planning for retirement in the near future. We want to help you find a solution that meets your needs. We want to earn the opportunity to help you and carefully plan for goals such as maximising your wealth or putting in place a protection plan, so you are able to enjoy life with less worries on your mind.
Some of the services we offer:
Home Loans *
Purchase, Investment and Refinance.
Insurance
Income Protection, Life Insurance, Trauma, Total Permanent & Disablement
Superannuation
Grow Retirement Nest Egg.
Investment
Growing Wealth.
Financial Planning
Building a Life Plan.
What Our Clients Expect
Financial decisions are invaluable, especially yours.
Our approach is to treat your financial affairs with the utmost care. At Step By Step Financial Planning, we believe that trust, honesty and transparency are paramount and the foundation for a lasting relationship and ensuring the advice you receive is impartial and of high quality.
SBSFP has four core principles it will abide by at all times, to strengthen the provision of our services.
Client’s Interest First.
Your success is our aim.
Our clients’ interest are our first and foremost priority. Step By Step Financial Planning’s success is a function of being able to meet our clients’ goals and objectives. It is simple, without our clients, we would not exist.
Honest, Transparency and Objectivity.
Honesty is our best policy.
We treat our clients how we would like to be treated. All our services and communications are provided in a transparent manner. We accept situations as they are and thereby interpret them objectively. We intend to convey them to you as it is. This does not mean we are careless with our clients’ affairs, the contrary is true and we take extreme care when dealing with your financial matters.
Professional Development.
Practise makes perfect.
Servicing our clients’ financial affairs requires up-to-date knowledge. In order to meet these requirements, Step By Step Financial Planning commits to ongoing training and education for its staff members to ensure our clients receive the best from us.
Privacy & Confidentiality.
We protect your interest.
We only collect information about you that is necessary to provide you with the advice you are seeking. It is our legal obligation to keep your personal information confidential and we will only allow access to your details by a third party as authorised by you and when it is required to complete our agreed services.
About Step By Step Financial Planning
Our large service offering, skill and expertise in financial services ensure that our clients meet their goals.
Step By Step Financial Planning was established with the aim to provide Australians with access to superannuation, insurance, retirement planning solutions and financial advice. Our goal is to help you plan for the lifestyle you wish to live, today.
We have recognised that financial management is often overlooked due to many reasons including the lack of time, complex use of jargon or simply not knowing when the time is right, to start looking at your financial position. SBSFP’s mission is to change these habits and to help individuals, no matter where you are in life. The best time to start is, now.
Step By Step Financial Planning has expert knowledge to help you grow and protect your wealth, to ensure that you can do what you are set out to do, and that is to live a comfortable lifestyle.
About Chi Chau
Chi enjoys training weights and loves spending time with his wife and son, family and friends. He is actively engaged in personal development and tending his garden and appreciates the joys in life. Now to the business Chi…
Chi is the founder of Step By Step Financial Planning and a licenced financial advisor. He has an advanced diploma in financial services (financial planning) and a bachelor of business (economics) and has been in the financial services industry since 2005. He is an authorised representative (383101) of Millennium3 Financial Services Pty Ltd.
Chi’s personal mission is to inform, support and service individuals about their personal wealth. Personal financial management that is untouched, can prevent people from reaching their goals and dreams and as a result feel stressed, frustrated and unfulfilled in life. Chi wishes to change that by using his skills, knowledge and experience to service the needs of his clients for an improved financial situation and help them reach a balanced lifestyle.
Please contact Chi to schedule an obligation-free appointment to discuss your financial goals and objectives.
Let’s Connect
Remember our first consultation is FREE
Email: admin@sbsfp.com.au
Phone: 02 9600 5269
Mob: 0450 121 881
Address: Suite 36, Level 2,
215-219 George Street
Liverpool NSW 2170