Financial Planning Articles

Building Financial Resilience

Posted on June 7, 2024 by Australian Financial Planning Group

Building financial resilience will help you meet financial challenges and ensure your retirement plans stay on track in volatile financial climates.

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Holiday opening times

Posted on May 22, 2024 by Australian Financial Planning Group

As 2024 comes to an end, we’d like to thank our wonderful clients and hardworking team for a year full of growth and achievements. It’s been a privilege to guide so many of you toward your financial goals, and we’re excited to continue helping you step up in 2025.

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Enjoy the holidays without breaking the bank

Posted on May 8, 2024 by Australian Financial Planning Group

It has been a tough year for many. Here are some ideas to help you enjoy the holidays with the family without breaking the bank.

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Ins and outs of investing in property for retirement

Posted on April 25, 2024 by Australian Financial Planning Group

Planning for a financially secure retirement involves several decisions, one of which is to invest in property. Here, we examine the ins and outs of a property investment strategy.

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What is a budget planner?

Posted on March 29, 2024 by Australian Financial Planning Group

Setting out a budget is more challenging than one thinks. Budgeting for daily expenses is one thing; however, when you want and need to save for the long term, having a prepared, realistic, and documented household budget will make saving achievable.

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Women looking at her cellphone while working.

When is a good time to start an SMSF?

Posted on March 9, 2024 by Australian Financial Planning Group

Is there a right and wrong time to start a SMSF? There are a few basic foundations to examine before committing to a Self Managed Super Fund (SMSF)..

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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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