With you EveryStep of the Way

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Our Services

Financial Planning

Investments

Business Advice

Estate Planning

Risk Insurance

Aged Care

Accounting

Centrelink

Superannuation

Legal Services

Tax Planning

Retirement

Self Managed Super Fund

Debt Management

Property

Lending

About Us

What does it mean to be with you EveryStep of the Way? To Us, it means:

Honesty

Honesty is the Bedrock of your relationship with us. With a commitment to transparency to you even when the going gets tough and the truth is hard to hear.

Progress

Nothing gives us more satisfaction than watching you grow and prosper. With hard work, using the latest technology, (which makes us more efficient) and open communication, we strive to put you in a better financial position than when we first met.

Committed to You

We pride ourselves on the fact that we are not affiliated with any bank. This allows us to concentrate all of our energy, time & resources into providing you with the best possible service, products and outcomes. At EveryStep Financial Solutions we genuinely enjoy building strong relationships with you. We truly care and are interested in your day-to-day life. Our ultimate goal is to enhance your life, by improving on your current financial situation.

Loyalty

Our loyalty starts and ends with you. We will always have your best interest at heart and be there for EveryStep of the Way along life’s journey. We understand that providing us with your personal information is a huge honour and places great trust in us. You can take comfort in the knowledge, that your personal information will always remain confidential and secure with us.

Meet Our Team

The Team

Diego
Director, Senior Accountant, Mortgage Broker and Financial Planner
Teresa
Office Manager
Sonia
Self Managed Superfund Specialist
Shahn
Wealth Management Assistant
Sophia
Wealth Management Assistant
Chantel
Accounting Clerk
Jane
Accounting Clerk
Madi
Receptionist

What Our Clients Are Saying About Us

  • “Diego and the team at EveryStep are so helpful and genuine. He was able to ease my concerns about pursuing a loan for my first home purchase. Dispelling many of the preconceived notions I had around how much I had to save and that obtaining a loan was much more achievable that I expected. He took the time to fully understand my personal circumstances which gave me piece of mind that he understood what I wanted to achieve.”
    Amy S

  • “The entire team of EveryStep have been helpful throughout my journey.  No question was ever too hard and all enquiries were quickly and honestly addressed.  It is reassuring when dealing with financial matters to find a team so helpful. Financial matters are difficult enough without undue stress.  Diego and his team helped me “EveryStep” of the way.”
    Claudia D

  • “At Everystep Financial Solutions, under the guidance of Diego, Teresa and their team I have experienced their expertise and knowledge in superannuation, mortgage broking and accountancy. Whilst it is convenient having all my financial needs dealt with in the same place, it is the old fashioned ethos of honesty and integrity that makes them stand out from other providers.”
    Gab S

  • You are not made to feel like, just another client, both management and staff alike at all times have made me feel I am a special client .
    I would and do recommend Diego for either personal investors or business owners to contact EveryStep for all aspects of investments administrative needs.
    Teresa and Nicole

Useful Resources

Client Manuals

We have developed an extensive collection of guide series for clients. They comprise a unique collection of  financial planning and accounting materials for any one interested in managing their finances as effectively and efficiently as possible.

Client Newsletter

Our newsletter is published on a monthly basis and designed to keep you up to date with news and important information relevant to accounting, business, investments, superannuation and taxation. Sign up for our newsletter today.

Diary Notes

Our diary notes cover topics relevant to client needs. We address topics such as taxation, superannuation, business issues, financial planning, intergenerational planning, investments and more. Most visitors find these notes highly relevant to their situations.

Recent Diary Notes