knowIT Group purchased Strategy Steps, an online financial planning services hub, in October 2016.
Strategy Steps has become a widely respected expert at delivering strategic solutions for financial planners, lawyers, accountants and fund managers catering for a wide variety of clients.
Its speciality is the analysis of legislation and the impacts on financial planning strategies.
Strategy Step’s difference
Strategy Steps’ expertise spans superannuation, self-managed superannuation, social security, income streams, taxation, aged care, life insurance, portfolio construction and estate planning.
Its services have been delivered through a subscription to its Desk Caddie® service which today is accessed by about 4000 financial planners across Australia.
Strategy Steps also actively delivers training sessions and consultancy services across the wealth industry.