The Financial Stepping Stones

Create a more fulfilled life by building a cashflow structure that not only allows you to build wealth for the future but enjoy life now. 

The Financial Stepping Stones system is a roadmap for wealth that starts by teaching you good money habits.  This is the basis for any financial plan, as having good money habits gives you freedom and choice. It builds surplus income that can be allocated according to your goals and what is important to you.  Our unique calculators also allow you to see the impact of good money habits over 10 years and what big impacts can be made by making small changes now.   

Included in this calculator:

Discover what is important to you by defining your specific values and investment goals.  

Create your ultimate cashflow strategy in line with your personal goals.

Work out your budget and use these figures to analyse your target vs actual spending habits.

Automate your cashflow strategy through the use of the bucketing strategy.

Learn how to snowball your debts quickly.

See the impact the use of an offset account can make on reducing your home loan.

Ultimately visualize the impact of good money management with the following tools:

• Debt snowball projections
• Cashflow projections
• Investment projections
• Home loan offset calculator strategy
• Super projections

You will also be offered the opportunity to meet with a financial adviser to discuss the results of your budget and cashlow strategy.