Financial Planning Articles

The power of trust: should you consider creating a trust fund for your finances?

Posted on January 20, 2023 by Australian Financial Planning Group

Do you need a trust fund to support your finances? Take a look at our guide to trust funds, including how they work and who they’re beneficial for.

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Budgeting: 2023 Financial Goals

Posted on January 10, 2023 by Australian Financial Planning Group

We also cannot believe we’re already in a brand new year. But that brings a clean slate and a chance to get your financial ducks in a row and prepare for the year ahead. Here are some ideas when planning your 2023 financial goals.

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Happy clients sitting at desk in real estate agent's office and reading papers that he gave them

An essential guide to estate planning at any age

Posted on January 8, 2023 by Australian Financial Planning Group

It’s incredibly difficult to consider our own mortality and the life that continues after we pass on, but when it comes to personal finance, estate planning is a necessary factor to consider.

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Senior couple walking on the beach holding hands at sunrise,

How much should I have saved to retire? The four key questions to ask yourself now

Posted on December 22, 2022 by Australian Financial Planning Group

Planning for retirement can be a daunting task, especially when it comes to figuring out how much money you’ll need to save. But by asking these four key questions, you can create a retirement plan that takes into account your goals, expenses, income sources and the impact of future inflation.

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Budgeting: 2022 Christmas ideas on a budget

Posted on December 12, 2022 by Australian Financial Planning Group

Amidst an incredibly tough economic climate, overspending on Christmas gifts is still a reality. Here are some 2022 Christmas gift ideas on a budget that focus on the people, not the price tag.

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Bag with dollar sign, stacked coins and miniature house

How to effectively finance your assets

Posted on December 3, 2022 by Australian Financial Planning Group

Looking to effectively finance assets for your small business? Learn about the different financing options available to you, and how to make the right choice that suits your small business needs.

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Need more information? Get in touch with Step Up Financial, now part of Australian Financial Planning Group


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