Financial Planning Articles

Mother and children happily sitting on a grass

Unpacking personal insurance and how it can protect you

Posted on November 26, 2022 by Australian Financial Planning Group

Personal insurance is essential in safeguarding you and your family’s financial future by providing a safety net against unexpected events. Let’s unpack personal insurance and find out more about how it can help you.

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Easter Budget Buster Ideas 2023

Posted on October 29, 2022 by Australian Financial Planning Group

Ouch! ANOTHER interest rate hike by the RBA (Reserve Bank of Australia) and Easter 2023 around the corner – here are our 2023 Easter budget buster ideas for the April holiday break, regardless of whether you’re single or a large family.

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How to help your kids become financially responsible

Posted on October 2, 2022 by Australian Financial Planning Group

If there is one lesson we can pass on to the next generation, it would be how to be responsible with their money. Here are some ways to help kids become financially responsible and budget tips to offer your young adult in their first job.

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Getting on the property ladder in a tough financial climate

Posted on September 30, 2022 by Australian Financial Planning Group

Getting onto the property ladder in a tough financial climate is hard, but it may also be the best time to make a strategic financial decision. We discover some silver linings, look at the market, and offer some strategies to consider when making your decision.

 

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Stacked coins and bible

Your 2023 budget bible

Posted on September 3, 2022 by Australian Financial Planning Group

In the wake of seven rate hikes by the RBA (Reserve Bank of Australia) in 2022, all-time high property and commodity prices plus increased living costs that have stretched consumers further than ever before, here’s our 2023 budget bible to help you plan your monthly budget.

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Retirement planning: the best investment for retirees

Posted on August 31, 2022 by Australian Financial Planning Group

The current financial climate is like riding a rollercoaster. What is up today is down tomorrow, and when you think the ride’s about to stop, the Reserve Bank announces another interest rate increase. Here are some of our best investments for retirees planning their retirement strategy.

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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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