Financial Planning Articles

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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The budget affects on superannuation

Posted on February 29, 2024 by Australian Financial Planning Group

The budget is out, and we look forward to tax cuts from July 1. But was there anything interesting affecting superannuation? In this article, we examine the effects of budget on superannuation.

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Growth stocks Vs dividend stocks – Which is best for you?

Posted on February 3, 2024 by Australian Financial Planning Group

Deciding between growth stocks and dividend stocks is fundamental in defining an approach to building wealth. What is the best option for you?

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Creating a well funded retirement

Posted on January 22, 2024 by Australian Financial Planning Group

Creating a well funded retirement starts with a structured and achievable financial plan. It is more than setting aside some money.

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A financial planner or financial advisor?

Posted on January 8, 2024 by Australian Financial Planning Group

A financial planner or financial advisor, what is the difference, and which is best for your circumstances? It is a question that many clients ask themselves. So, why use a financial planner instead of a financial advisor?

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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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