Financial Planning Articles

Tax time is just around the corner, and for younger adults, let’s say 18-35 year olds, the tax refund is often viewed as a bonus.

If you’ve contemplated topping up your super, now is the time to do it, particularly if you’re self-employed or a contractor with irregular income.

The last twelve months have seen its fair share of ups and downs. Despite global volatility in financial markets, the Australian economy has performed reasonably well.

Step Up Financial Group joins the Australian Financial Planning Group (AFPG). What does this mean for you?

When it comes to financial planning, most people fall into one of two camps: they feel in control or completely overwhelmed. If you’re in the latter group, don’t worry—you’re not alone!

As Australia approaches a federal election this year, it’s crucial to consider how potential political shifts may impact your financial planning.