Financial Planning Articles

Woman lying in bed sleepless at night

Money worries keeping you up at night?

Posted on September 28, 2020 by Australian Financial Planning Group

Financial stress can be debilitating. But there are solutions to every situation, and although there are no overnight fixes or ‘get rich quick’ magic formulas, a financial \planner will set you on the right track.

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Personal financial planning concept

Why you should talk to your financial planner at least once a year

Posted on September 10, 2020 by Australian Financial Planning Group

An ‘annual review’ with your financial planner or money coach is a valuable chance to make sure you’re making the most of every opportunity to take control of your financial future.

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Father and son planting a tree

Let’s talk about ‘Ethical Investing’

Posted on August 31, 2020 by Australian Financial Planning Group

Twenty years or so ago, ‘Ethical Investing’ was just a buzzword, now it’s driving much of the demand from people looking to put their money into things that matter.

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Woman relaxing on the bed and reading a book

When can I retire?

Posted on August 4, 2020 by Australian Financial Planning Group

Planning for retirement is a complex process and one that should be thoroughly discussed with a professional financial planner.

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Woman using a calculator for computing her billing

Tax yourself!

Posted on July 22, 2020 by Australian Financial Planning Group

At this time of year, everyone is talking about, or thinking about tax. So I thought I’d write about it. But, before you roll your eyes … this is not an article about your obligations to the Australian Tax Office – it’s an innovative savings strategy.

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Super word written on wooden cubes

Covid-19 superannuation access – only for those who really need it

Posted on July 8, 2020 by Australian Financial Planning Group

The ATO has announced it will be checking on all Covid-19 superannuation drawdowns to make sure that no one has cheated the system, and hefty fines are in place.

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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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