Direct share portfolios and research

Idea of investing

Are you one of those people who likes the idea of investing in shares but feel you don’t have enough nous?

We’re here to help you in starting and growing your direct share portfolio.

There’s really no right or wrong way to invest. In fact, at Step Up, we encourage people to choose stocks and shares in companies they find inspiring, or to invest in industries they’re passionate about.

But the share market has its ups and downs. Navigating it can be a full-time job. The Step Up team members are experts at this – we live and breathe the market so you don’t have to.

Expert in investments

Research, keeping on top of news, trends and other information that can affect individual companies or sectors, plus software that gives us moment-by-moment movements are tools of the professional financial planner’s trade so we can stay abreast of your investments.

It doesn’t mean you lose total control.

At Step Up, our team of financial planners partner with clients. It’s your investment; we just help you to manage it wisely and make decisions that keep moving you forward.

What does a financial planner do?

As fully qualified, experienced financial planners, we’re able to help you start and grow your direct share portfolio. 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