Financial Planning Articles

Protecting yourself from cybercrime

Posted on December 10, 2023 by Australian Financial Planning Group

Cybercrime is taking its toll on many Australians, and too many have been financial victims of this hideous and heartbreaking scourge.

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Health visitor and a senior woman during home visit.

Financial considerations along the aged care journey

Posted on November 30, 2023 by Australian Financial Planning Group

Confronting the intricacies of ageing and the necessity for aged care for our parents and grandparents is an undeniably heart-wrenching challenge, whether it’s a looming realisation or a sudden, forced reality. And, of course, there are the financial considerations along the aged care journey.

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Happy senior couple having fun with bicycle at flea market

Financial planning for retirement

Posted on November 24, 2023 by Australian Financial Planning Group

It is easy to overlook the horizon, but failing to plan is planning to fail. Financial planning for retirement is an essential process we help our clients with.

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End-of-year financial checkup

Posted on November 2, 2023 by Australian Financial Planning Group

Just as regular medical checkups keep our bodies in peak condition, a routine ‘end-of-year financial checkup’ is the prescription for a healthy financial future. So, put on your financial stethoscope – it’s time to ensure you’re in excellent shape and give yourself the gift of lasting financial security.

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Happy middle aged couple looking at the map while sightseeing

How a financial planner can map your retirement

Posted on October 28, 2023 by Australian Financial Planning Group

Retirement planning is a long game that requires specialist knowledge and guidance. In this article, learn how a financial planner can help you map your retirement.

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The quest for a saving structure

Posted on October 2, 2023 by Australian Financial Planning Group

Like many Australians, are you on a quest for a savings structure that will help you achieve a financially secure future?

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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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