Financial Planning Articles

New financial year, new money mindset

Posted on June 10, 2021 by Australian Financial Planning Group

Make the new financial year, YOUR year! Simply change your ‘money mindset’ with 5 simple steps.

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Step Up best way to boost your bank balance

The best way to boost your bank balance

Posted on May 28, 2021 by Australian Financial Planning Group

Do you want to save more? Quit tapping and boost your bank balance!
We’re so used to swiping our credit cards and tapping our phones that we’re losing our connection with money.

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How the best financial planners can change your life

Posted on May 11, 2021 by Australian Financial Planning Group

If you are considering a big life change, then chances are you’ll need money to fund it. Financial planners can help change your life and put the right plans in place.

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Changes to superannuation – here’s what you need to know

Posted on April 28, 2021 by Australian Financial Planning Group

Changes are coming to superannuation. A financial planner can help you put in place the right strategies to make sure you can retire happily, without worrying about money.

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A little boy wearing sunglasses while sitting and holding a money

Get your kids into the sharemarket the easy way

Posted on April 8, 2021 by Australian Financial Planning Group

Building wealth takes time, and so it stands to reason that the younger you start, the more easily you get ahead. Get your kids into the sharemarket and help secure their financial future.

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DIY Investing: Why most ‘go it alone’ investors fail

Posted on March 22, 2021 by Australian Financial Planning Group

The recent Wall Street flurry over ‘GameStop’ is a perfect example of why most ‘go-it-alone’ investors fail. You should always seek professional advice, unless you’re willing to potentially lose more than you stand to gain.

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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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