Welcome to STEP Financial Services

What we do

At STEP we offer a variety of financial services designed to look after your assets, protect your future income and increase your wealth.  We provide a holistic approach to managing your finances – giving you one point of contact, a professional level of service and comprehensive advice.

How we can help you

We pride ourselves on: 
 Adding value to our clients’ portfolios by creating, managing and protecting their wealth.
 Providing a ‘one stop shop’ for quality advice to protect our clients’ family, lifestyle and future.
 Treating our clients with professionalism, integrity and respect.
 Having an established presence in the financial services industry since 1977. 

Speak to one of our team of Advisers about:

	Financial Planning We’ll help you define your financial goals and then work out the best way to achieve them.
	Insurance (general, life, income and business)  Protect your lifestyle with our wide range of insurance options from a panel of leading insurance companies.
	Investing We’ll help you put your money to work to create income or grow your wealth.
	Home Loans and Commercial Lending Whatever your lending needs – personal or business – we can provide help and advice.
	KiwiSaver We can help you understand KiwiSaver - no matter what your situation

Where to start

Call (04) 902 7000 or email advice@stepfinancial.co.nz