Lara Shearman
About Me
Lara Shearman has been a Financial Adviser since 2007 and aims to provide useful advice, to as many people as possible regardless of your age or life stage.
Lara is a warm, caring and trustworthy person who intends to ensure that her clients feel supported and informed every step of the way.
Lara will simplify the Financial Advice process, as she enjoys helping people understand their options and make the best decisions for their circumstances.
Stepping Stones offers the full spectrum of Financial Advice.
We are based in Traralgon and proudly service the Latrobe Valley.
We support people seeking simple solutions, basic strategies and one-off advice.
We are specialists in complex and comprehensive advice requiring a structured approach to ongoing service, portfolio monitoring and Centrelink support. We tailor solutions to your circumstances, ensuring that you understand the advice provided to you and feel confident in your financial future.
We are not affiliated with any superannuation funds or product providers.
If you wish to understand how we may be of service to you, there is no cost for your initial consultation.
Areas of Focus
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 18 Years
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Licensed By Capstone Financial Planning Pty Ltd