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About Next Step PMD

Next Step PMD is a Melbourne based full service financial planning practice with a team of experienced advisers who will work with you to achieve your financial and lifestyle goals.

Wealth Creation

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Our services

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Cash flow management

Build financial security now to enjoy your lifestyle in the future

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Retirement planning

Create strategies to help you maximise your retirement savings

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Risk insurance

Ensure you’re financially secure with our wealth protection strategies

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Self-managed superannuation funds

Provides you with control on how you invest your super benefits

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Articles

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Heart and head: managing an inheritance

Receiving an inheritance brings greater responsibility than receiving any other form of financial windfall. It’s a delicate, emotional pat, and one you should tread carefully.

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Changes to super from 1 July 2024

We look at the changes to super rates and rules from 1 July 2024, including the increase to the Superannuation Guarantee (SG) rate and super contribution caps.

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Music, maestro!

It’s never too late to learn a musical instrument. And, as well as picking up a new skill, learning a musical instrument can have a whole host of other benefits too.

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