Stepping Stones Financial Planning Pty Revenue

Financial Services • PO Box 9436, Traralgon, Australia • 1-10 Employees

Stepping Stones Financial Planning Pty revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Stepping Stones Financial Planning Pty

Lara Shearman

Director & Financial Planner

Company overview

Headquarters	PO Box 9436, Traralgon, Vic 3844, AU
Website	steppingstonesfp.net.au
NAICS	52
Keywords	Personal Insurance, Investments, Pensions, Superannuation, Financial Planning, Retirement, Redundancy, Defined Benefit, Centrelink
Employees	1-10

Stepping Stones Financial Planning Pty Email Formats

Stepping Stones Financial Planning Pty uses 1 email format. The most common is {first name} (e.g., john@steppingstonesfp.net.au), used 100% of the time.

Format	Example	Percentage
{first name}	john@steppingstonesfp.net.au	100%

About Stepping Stones Financial Planning Pty

Stepping Stones offers the full spectrum of Financial Advice. We support people seeking simple solutions, basic strategies and one-off advice. We are specialists in complex and comprehensive advice requiring a structured approach to ongoing service, portfolio monitoring and Centrelink support. We aim to simplify the advice process and tailor solutions to your circumstances, ensuring that you understand the advice provided to you and feel confident in your financial future. Some areas that we may be able to assist: ~ Establishing/ consolidating superannuation ~ Superannuation - contribution types ~ Salary sacrifice ~ Strategies leading to retirement ~ Preparing for redundancy ~ Rebuilding financially, after life changing events such as separation & financial settlements ~ Building your savings ~ Investment strategies ~ Protection from unexpected events and illness, in the form of personal insurances ~ Applying for Centrelink/ DVA ~ Managing an inheritance ~ Estate Planning If you wish to understand how we may be of service to you, there is no cost for your initial consultation. We are not affiliated with any superannuation funds or product providers. Stepping Stones Financial Planning Pty Ltd is a Corporate Authorised Representative (No. 1302872) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No. 223135

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Stepping Stones Financial Planning Pty has never raised funding before.

Frequently asked questions

Stepping Stones Financial Planning Pty is located in PO Box 9436, Traralgon, AU.

Stepping Stones Financial Planning Pty generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Stepping Stones Financial Planning Pty has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Stepping Stones Financial Planning Pty has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Stepping Stones Financial Planning Pty

Lara Shearman

Director & Financial Planner

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