Stepp Broker Solutions
Ensuring peace of mind
as part of a fulfilled life
We are always on the lookout for vibrant brokers who share our vision and core values. If your brokerage is looking for new opportunities to grow, we can help you to take a Stepp in the right direction. When becoming a part of the Stepp community, your brokerage will experience incredible increases in profitability, through our unmatched business mentorship, strategic management and guidance.
Stepps to Success - Your Journey Towards Fulfilment
The bonsai tree is a powerful symbol of harmony, balance, and patience, values that we cultivate as we navigate the road to success. We are here to support you in every Stepp to Success, on a trust journey as we work together towards fulfilment.
At the heart of it all lies the act of planting a seed. Duncan and his team, with unwavering dedication, delicately sow that seed, paving the way for your transformative journey towards growth and accomplishment.
Stepp 1
Just like the bonsai needs a pot to grow, we’ll help you set up your legal structure – the foundation you need to succeed. Our team of experts will ensure that you have a solid base for your journey of growth.
Legal Solutions
- Draft Trust Deeds and Registration of Trust
- Consult with client to determine need
- Gather required information and documents
- Draw up the required documents
- Make changes if needed
- Register Trust at Master’s Office
- Amendment of Trust Deed
- Amendment of Trustees
- Drafting of general commercial contracts
- Consulting
- Setting up of new companies
- Drafting of Shareholder Agreements
- Drawing up or amend company MOI’s
- Director amendments
- Company name change
For more information get in TOUCH with an Advisor
Stepp 2
Human Resources Solutions
Soil provides nourishment for the bonsai, as do people and human resources who give you strength to grow. We understand the importance of community and we’re here to be your tribe, your support system.
- In-house with own processes
- Online academy
- CPD Training
- Life, personal & entry-level skills
- Occupational health & safety
- Fundamental, management & HR skills
- Personal development programmes
- Shadowmatch: Mapping
For more information get in TOUCH with an Advisor
Stepp 3
Equip, Enable, Empower
We’ll equip you with the tools you need to plant yourself perfectly, much like the bonsai tree is pruned and trimmed to maintain its shape. We’ll help you understand risk and provide the resources you need to make informed decisions.
- Multi-quoting platform with in-house system on multiple facilities
- Customer relationship management system
- Database management
- Marketing portal
For more information get in TOUCH with an Advisor
Stepp 4
Branding & Marketing Solutions
Water is essential for growth, and we offer a marketing and branding support structure that serves as the water that you need to flourish, connecting you with your audience and providing support to build your brand.
-
Strategic Planning Sessions
Needs analysis, brand audits, discussing various marketing and branding angles, and tools required to support sales.
-
Marketing and branding Campaigns
Compiling a campaign/program plan (can be monthly, quarterly, yearly or per specific campaign
- Facilitating the design production process of marketing and branding material for specific needs
- Full time Branding & Marketing support from dedicated Marketing team based in Headquarters.
For more information get in TOUCH with the marketing team
Stepp 5
Business Financial Mentorship
We understand that, like a bonsai, you need fertiliser to thrive, at STEPP we offer you financial support along the way allowing you to blossom and reach new heights.
- Strategic Planning
- Financial Controls
- Budgeting
- Strategic decision making
For more information get in TOUCH with an Advisor
Stepp 6
Stepp Core Values
- Trust Journey
- Utmost good faith
- Unique relationships towards financial fulfilment
- Highly skilled, excellent, and knowledgeable advice
- Passionate about our valued Stepp Community
For more information get in TOUCH with an Advisor
