Financial Planning Articles

Piggy bank with stethoscope

Your annual super health check in five easy steps

Posted on December 21, 2021 by Australian Financial Planning Group

Your superannuation is your financial freedom in retirement. While it may not feel important now, an annual super health check can take less than 30 mins, and it will keep you on track for a secure financial future.

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Step Up Financial: Year in review

Posted on December 14, 2021 by Australian Financial Planning Group

We are proud to continue supporting our clients, even through the most difficult years. Our year in review shares some of our successes of 2021.

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How to help your children buy a home

Posted on December 8, 2021 by Australian Financial Planning Group

There are different ways to help your children buy a home and it’s important to consider your own financial circumstances before taking the next step.

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Keep calm: you can survive market volatility with a plan

Posted on November 28, 2021 by Australian Financial Planning Group

The health of an economy is often based on stock market volatility. As the stock market rises and falls within short timeframes, investors get nervous. It’s the unpredictable nature of market volatility that creates anxiety and fear amongst the masses and the media.

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Loan Approved stamped on a pad with rubber stamp beside

Here’s why a combined fixed and variable loan just makes sense

Posted on November 10, 2021 by Australian Financial Planning Group

A new loan can be a life-changing commitment. Here’s why a combined fixed and variable loan just makes sense.

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Post-holiday debt? How to cure your financial hangover

Posted on October 30, 2021 by Australian Financial Planning Group

Have you got a financial hangover after the Christmas season? Here are some tips and tricks to manage your post-holiday debt.

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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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