Financial Planning Articles

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Investments: Considerations to make when choosing to invest or pay off a mortgage

Posted on January 8, 2022 by Australian Financial Planning Group

There is no doubt that successful property investment advice can yield significant returns. Still, before making this decision, it is essential to commission the correct financial services to analyse whether investing in property or paying off your mortgage is a better option for you.

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


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