Fiercely committed to your wealth success
Step Up Financial, now owned by Australian Financial Planning Group (AFPG), is fiercely committed to your wealth success. We’ve been servicing country NSW from our offices in Orange for decades, and we are proud to assist the people of our region in reaching their financial goals.
The community is vital to us, and successful individuals help foster a thriving community. We bring a caring, understanding, and knowledge-based approach to our financial advice.
We listen, get to your circumstances and goals, and supply financial advice that best suits your needs and ambitions.
We believe in inspiring, educating and empowering our clients to achieve financial security – not just in retirement but throughout their lives.
Financial planning is essential... at every age
Financial Planning is not just for the over 55s.
At Step Up Financial & AFPG, our experienced team of financial planners helps Australians of all ages grow and protect their wealth. It takes time to build wealth and security, and finding the right financial planner will make a substantial difference to your wealth goals.
We collaborate with you to provide expert financial guidance on budgeting, insurance, investments, and retirement planning. It is never too early or too late to get the best advice.
Achieving financial freedom is possible
You can start your wealth accumulation journey right now. And clarity is critical to your wealth accumulation journey.
It is essential to understand where you are financially situated now and where you want to be in five years, 10 years and beyond.
Having a clear and achievable goal sets the foundations for a responsible financial plan that can be flexible and adjust to your changing life circumstances.
This is where the Step Up Financial & AFPG team becomes an invaluable resource. We have the necessary experience, expertise, and, most importantly, the passion to create tailored, success-oriented financial plans that move as you do.
We take the time to enhance your financial literacy and provide the tools you need to take control of your finances and build an aspirational future for yourself and your family.
Seeing our clients’ wealth grow and the freedom and control that come with it is exceptionally rewarding. It continues to motivate us to challenge ourselves and help more people live their best lives through financial security.
We are here to help
We help clients at all stages of life, from wealth accumulators aged 25 – 45 to pre-retirees aged 45 – 65 and retirees 65+.
Our clients represent people from all industries and walks of life. Business owners, employees, families, singles, young couples and empty nesters.
Our clients are good at what they do; however, financial management and planning are specialised skills.
Without help, good financial control is time-consuming and not always as successful as one would hope. Our team members have a head for numbers and understand the financial landscape and how to use it to your advantage.
“Because there’s nothing romantic about poverty.” ~ Julie Nipperess
When you are ready to begin to take control of your financial future, Step Up Financial & AFPG are here to help you create an achievable, flexible, and successful wealth accumulation strategy. We provide more than just essential advice. We educate, inspire, and empower you through financial literacy and financial tools that make sense and get results.
How we help you
We can provide expert financial advice as fully qualified, experienced financial planners. We are a full-service financial planning firm specialising in professional budgeting strategies, debt management, superannuation, retirement planning, asset financing, direct share portfolios and research, investing strategies, personal and business insurance, estate planning and aged care advisory.
How do we do it?
We use a unique, insightful five-step process to help you step up and take control.
It starts with listening and uncovering…
…and continues with discovering, planning, strategising and unearthing opportunities.
We help you launch the plan to grow your wealth, protect your wealth, and keep you in control.
When experience counts
Our financial planning team has a proven track record of helping educate and empower hundreds of Australians to take control of their financial future.
We are locals and understand the unique challenges of our region. We have the experience and expertise to assist people from the land to the town and the city.
Our experience, passion for helping, and deep care for the community have led so many people to turn to Step Up Financial & AFPG and take control of their financial future.
We can help you Step Up to your financial potential
Using the Step Up Financial & AFPG process, we work with you to launch a carefully created plan that will grow your wealth, protect your finances, and keep you in control.
Step Up and take control of your financial future by contacting our local team of experienced financial planners today.