Turning your financial vision into reality

Find out more

Tools

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.

Aged Care

Request a call
Accordion icon

Contact our friendly team today

Required fields are marked with an asterisk (*).

Our services

View all

Cash flow management

Build financial security now to enjoy your lifestyle in the future

Read more

Retirement planning

Create strategies to help you maximise your retirement savings

Read more

Risk insurance

Ensure you’re financially secure with our wealth protection strategies

Read more

Self-managed superannuation funds

Provides you with control on how you invest your super benefits

Read more

Articles

View all articles
article thumbnail image

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.

Read more

article thumbnail image

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.

Read more

article thumbnail image

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.

Read more