Step Up Budgeting

Wait! Stop!

Don’t run for the hills…

We know what you’re thinking. ‘B’ is for budget. And ‘B’ is for ‘Boring!’

And sure, maybe you’re not a money geek (like we are – we DO get excited by numbers) but here’s our promise – you will too, when you realise that budgeting offers the keys to your bright financial future.

At Step Up, we’ve developed a FREE downloadable worksheet, to make budgeting easy.


And here’s what we recommend:

Put aside some quiet time. Pour yourself your favourite drink, make a snack, and then write down everything you think you spend.

After you’ve done this, cobble together three months’ worth of bank statements and go over in detail what you really, actually, honestly spend.

Then compare the results!

This is it. The moment of truth…

…and the moment you gain control of your spending.

Practice of budgeting

See those places where you’re spending unwisely?

See those places you’re haemorrhaging cash? Why is this happening? More importantly, what are you going to do about it?

The simple practice of budgeting connects you with your money like nothing else can. It enables you to see clearly what you earn – and more importantly – what you spend.

Because frankly, if you earn $75,000 a year and you spend MORE than that, eventually, you’ll be no better off than someone on a fixed welfare payment struggling to make ends meet.

And what’s more, the only difference between you and the financial freedom you dream of is having this comprehensive budget information. Because then you can ensure that your spending is in check; you’re saving what you can.

Then, you can take the next step, and that’s making your savings work for you, so they grow over the long term.

What does a financial planner do?

As fully qualified, experienced financial planners, we’re able to provide you with expert property investment advice. We also provide other financial services, including advice on:

And we encourage your pathway based on your own individual circumstances and values.

Are you ready to Step Up and take control of YOUR financial future?

Using the Step Up Financial Process, we help you launch the plan that will grow your wealth, protect your wealth and keep you in control.

Step up and take control of your financial future by contacting our local team of experienced financial planners today.

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