Financial Planning Articles

Most younger Australians need basic financial management skills when they start working. Having a fundamental knowledge of budgets, savings and planning for the future is not a high priority for many straight out of school, TAFE, or University; however, it is the best time to start.

Making retirement planning easy and accessible to everyday Australians is a key pillar of Step Up Financial Group’s services.

For younger people, mastering money can be a burden. However, it can be done. This article looks at a few simple steps to help you get ahead.

For many, owning their own home is the truest indicator of financial freedom and is something that is appearing less and less achievable for many younger generations. But if you’ve got the means to wipe your mortgage clear using your superannuation, should you go for it?

SMSFs are a fantastic way to empower people to take control of their savings, holding all the power of investment in their hands as opposed to leaving it up to the superfund. But is managing an SMSF the best choice for you?

Financial planning in your forties and fifties will significantly impact your retirement. We show you how to maximise your super and investments.