Blog

Woman lying in bed sleepless at night

Money worries keeping you up at night?

Posted on September 28, 2020 by Step Up

Financial stress can be debilitating. But there are solutions to every situation, and although there are no overnight fixes or ‘get rich quick’ magic formulas, a financial \planner will set you on the right track.

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Personal financial planning concept

Why you should talk to your financial planner at least once a year

Posted on September 10, 2020 by Step Up

An ‘annual review’ with your financial planner or money coach is a valuable chance to make sure you’re making the most of every opportunity to take control of your financial future.

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Father and son planting a tree

Let’s talk about ‘Ethical Investing’

Posted on September 1, 2020 by Step Up

Twenty years or so ago, ‘Ethical Investing’ was just a buzzword, now it’s driving much of the demand from people looking to put their money into things that matter.

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Woman relaxing on the bed and reading a book

When can I retire?

Posted on August 24, 2020 by Step Up

Planning for retirement is a complex process and one that should be thoroughly discussed with a professional financial planner.

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Woman using a calculator for computing her billing

Tax yourself!

Posted on August 12, 2020 by Step Up

At this time of year, everyone is talking about, or thinking about tax. So I thought I’d write about it. But, before you roll your eyes … this is not an article about your obligations to the Australian Tax Office – it’s an innovative savings strategy.

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Managing money in a crisis slider

Managing money in a crisis: A 4-step plan for success.

Posted on August 4, 2020 by Step Up

There are certainly some positive signs of recovery, but with the virus still active and life far from being back to any sense of normality, (some borders are still closed, masks are mandatory in Melbourne, many businesses remain very cautious about the future) … it could be some months yet.

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