Financial Planning Articles

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Retiring on your own terms

Posted on November 6, 2025 by Australian Financial Planning Group

The days of hitting 67, packing up the tools or the desk and heading off into the sunset are no longer the norm. Recent studies have shown that over 60% of Australians intend to continue working after the official retirement age.

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The financial challenges of country living

Posted on October 1, 2025 by Australian Financial Planning Group

The country lifestyle is a drawcard; however, moving to or living in a regional centre is not without its financial challenges.

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Good debt – Bad debt – Financial advice matters

Posted on September 30, 2025 by Julie Nipperess

There is good debt and bad debt. Debt is part of everyday life. Seeking qualified financial advice helps distinguish the good from the bad.

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Smart tax moves ahead of June 2026

Posted on September 8, 2025 by Australian Financial Planning Group

For most younger Australians, tax planning and considering tax minimisation occur a month or two before the June 30th deadline. Starting now, you will see more in your pocket come tax time 2026

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Set achievable savings and investment goals

Posted on September 8, 2025 by Australian Financial Planning Group

The last quarter of the year is the best time for financial planning. With our help, families can tailor their savings and investment budgets.

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A financial advisor is essential for estate planning

Posted on September 4, 2025 by Australian Financial Planning Group

When people think about starting or refreshing their financial plans, estate planning can often be overlooked.

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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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