May 01, 2025

Welcome — and thank you for visiting

We’re excited to share some big news:
Next Step PMD Financial Planning has joined forces with Calder Wealth Management.

You’ve been redirected here as part of this transition, and whether you’re an existing client or visiting for the first time, we want to warmly welcome you.

What’s changing — and what’s not

While we’ve joined the Calder Wealth Management family, the heart of what we do remains the same.
Our team hasn’t moved — we’re still right where you left us, and we’re still here for you.

What’s new is that you now have access to even more: more services, more resources, and a broader network of expertise — all designed to support your financial wellbeing at every stage of life.

Why Calder Wealth Management?

Calder Wealth Management shares our values: integrity, clarity, and a commitment to personalised service. Their approach aligns perfectly with ours - helping clients make confident, informed financial decisions through every chapter of life.

Here’s what you can expect:

• A broader, integrated service offering
  From retirement planning to investment strategy, estate planning, and tax advice - all under one roof.

• Personalised advice that respects your goals
  Your financial path is unique. We take the time to understand your situation and tailor advice accordingly.

• Deep experience, clear guidance
  With decades of industry knowledge, the Calder team brings insight, transparency and trust to every conversation.

What this means for you

In short - it’s good news.
You’ll continue to work with the same people you know and trust, now with the backing of a firm that brings even more to the table.

If you’re new here, welcome. Whether you’ve arrived via Next Step PMD or are discovering Calder Wealth Management for the first time, we invite you to explore our website and learn more about how we can support your financial goals.

We’re here to ensure the transition feels easy and familiar for all our clients. If you have any questions, please don’t hesitate to reach out.

Ready to get started?

Contact us to book a no-obligation chat with one of our advisors.

We’re so pleased to continue supporting you — now as part of Calder Wealth Management.

Warm regards,
The Next Step PMD & Calder Wealth Management Team