Want to hear a secret?

Financial Planning is not just for the over 55s.

It takes time to build wealth and security, so finding the right financial planner early can change your life. At Step Up Financial Group, our experienced, caring team of financial planners and advisers helps Australians of all ages grow and protect their wealth.

Why start at 55 when you can start now?
Learn More

Grow your wealth. Protect your wealth.

Here at Step Up Financial Group, it is our absolute passion to help you grow your wealth – and protect your wealth.

We call it ‘stepping up and taking control’ because there really is nothing romantic about struggling financially. The small changes you make now will pay off later and allow you to enjoy the lifestyle you deserve in retirement.

Let us help you Step Up and take control of YOUR financial future. Contact us now to make an appointment. 

Learn More About Us

The Step Up Financial team of experts


Our fully qualified, experienced financial planning team members have a proven track record of helping educate and empower hundreds of Australians in the Central West region to take control of their financial future.

But it takes more than just a qualification and over two decades in the industry.

It takes passion and perseverance, humour and humility to thrive in a region that has seen great growth but has also suffered the ravages of drought and all it brings.

And we’re a little different to the rest… we take a holistic approach to financial planning. We understand life isn’t all about money, but money affects all aspects of your life.

“You can change your circumstances; you’re in control.”

Meet Our Team

The Step Up Financial Process

“Risk comes from not knowing what you’re doing.” ~ Warren Buffet

If you don’t have a clear plan, are concerned, confused or unsure about your financial goals, we can help you step up and take control with our 5-step financial process.

Read More

Step Up Financial Blog

Your annual super health check in five easy steps

Your superannuation is your financial freedom in retirement. While it may not feel important now, an annual super health check can take less than 30 mins, and it will keep you on track for a secure financial future.

How to help your children buy a home

There are different ways to help your children buy a home and it’s important to consider your own financial circumstances before taking the next step.

Keep calm: you can survive market volatility with a plan

The health of an economy is often based on stock market volatility. As the stock market rises and falls within short timeframes, investors get nervous. It’s the unpredictable nature of market volatility that creates anxiety and fear amongst the masses and the media.

Need more information? Get in touch with Step Up Financial

    • 107 Moulder Street,
      Orange, NSW 2800

      PO Box 2499
      Orange, NSW 2800

    • (02) 6362 5445