Effective as of February 2025:

The current waiting time for an initial Goals Meeting (Step 1) is 7 months.

If you are comfortable with this wait, please let us know that you wish to be put on the waiting list, and what your advice needs are. We will be in touch around September 2025 to organise your first meeting (meeting will be booked within 1 month) and we will begin by contacting the top person on the waiting list, and so on until our meetings are filled again.

By September, if there are not enough meetings for everyone on the list, we will communicate with everyone on this list. Strong communication is important to us at Steps, so we will ensure you are updated about the timeline.

What can you expect once you have a Goals Meeting booked?

During the initial appointment, we are upfront about our advice process, cost and timeline for providing the advice. Research Phase usually take between 1 and 4 months (Step 2 and 3), then the Advice Phase can begin (Step 4) and finally, Implementation (Step 5).

If you want advice sooner, we have developed a strong network of advisers, who are ready to meet. These are all self-employed advisers and business owners, who are highly skilled and part of our network, and we have already received positive feedback from other clients after meeting with them. We do not accept or pay referral fees, so do not get anything by referring you to them.