Finsteps Pty Ltd is a financial planning firm based in Sydney. We are passionate about helping people achieve their financial and lifestyle goals.
We are ready
Finsteps is a financial planning firm based in Sydney. We are passionate about helping people achieve their financial and lifestyle goals.
We seek to develop a long term relationship that keeps you on track to achieving your financial goals, embracing cost efficient financial solutions, and more.
We bring value to you by providing: Organization, Accountability, Objectivity, Proactivity, Education and Partnership.
Our values
Integrity – Jonathan values long term relationships over short term gains, and commits to always doing the right thing by you.
Professionalism – drawing on Jonathan’s wide financial experience, education and skills, he is committed to finding the best solution for you.
Education – as a finalist of the 2017 AFA Award for Excellence in Education, Jonathan was recognised for his passion at educating his clients, local and global communities with this invaluable life skill. He always seeks to bring technical knowledge and objectivity into financial decision making.
Customer Service – by delivering on my promises, communicating and keeping you informed of things that affect your financial plan.
“Jonathan, I really appreciate our professional friendship over all these years”.
Ray S, Bowral, NSW
Jonathan Chong, LLB, FChFP, Adv Dip FS, Dip FMBM
Director and Practice Principal of FINSTEPS PTY LTD.
“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.”
—-— Robert Kiyosaki
Niches
Medicos, Lawyers and Busy Professionals– Growing up in a family of doctors, Jonathan has a deep understanding of their unique financial needs.
Families, separations and divorce, blended families - As a dad, Jonathan is well aware of the value good financial planning can bring to individuals and families going through life’s changing circumstances.