BOOK YOUR APPOINTMENT ONLINE

Are you a new or existing client? Click on the links to book a day and time that suits you. 

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For New Clients

 

As a new client, we offer a 15 minute initial phone call to have a quick chat to make sure we are a good fit. 

Once we have had this chat, OR you are an existing Tax client of either Vivid Advisers or Schnelle Partners, go ahead and book a Deep Dive meeting with Sarah Black.

 

For Existing Clients of either Vivid Advisers or The Next Step..

Are you due for your review, or do you have a query outside your scheduled review? 

You will have an option to book with Sarah Black or Lucy Saric. 

If you are due for your annual review, choose 'Review Meeting' or 'Query outside review' for either 15, 30 or 60 minutes. 

© 2021 by The Next Step Financial Group Pty Ltd.  

Our Financial Services Guide (FSG) can be accessed here

The Next Step Financial Group Pty Ltd ABN 50 163 965 946 is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not account of your individual needs, objectives, or personal circumstances.