Financial Planning Articles

Financial planning for GEN Z

Posted on July 5, 2024 by Australian Financial Planning Group

It’s fair that many Gen Zers believe owning a home or setting up for retirement is a pipe dream. With our help, it’s achievable. The sooner you start your financial planning journey, the better off you’ll be.

READ MORE
Tax Refund - Australia - wooden letters with eyeglasses, money and calculator

Putting your tax refund to work

Posted on June 19, 2024 by Australian Financial Planning Group

The arrival of a tax refund can be a tempting opportunity to get something you’ve been wanting. Before you splurge, stop and assess the current climate. This little windfall is a once-a-year event, and you can put the extra money to work.

READ MORE

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.

READ MORE

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.

READ MORE

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.

READ MORE

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.

READ MORE

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


    • 107 Moulder Street,
      Orange, NSW 2800

      PO Box 2499
      Orange, NSW 2800

    • (02) 6362 5445

    What’s new?
    Sign up to our newsletter.