Securing your financial future:
45 – 65 years

So, you have established yourself in your career and your home and are busy making mortgage repayments and getting your kids through their education. While it can seem like clearing your mortgage and preparing for retirement are a long way off, these years are essential for securing your financial future.

Couple walking with their dog

Are you ready to secure your financial future?

It’s easy to tell.

  • Are you somewhere between the ages of 45 and 65?
  • Are you established in your career?
  • Do you have a young or maturing family and are supporting your kids through education/moving out/becoming independent?
  • Do you have a mortgage or loan that you want to clear?
  • Are you wondering whether you have enough money to support you in retirement?
Happy mature couple walking in countryside on sunny day

Step Up… Get Ahead

Now is the time. It’s never too early to set you and your family up with financial security and prepare yourself for retirement.

It may be 10 years away or more, but look how fast you got to this age. We hear it from our clients all the time, “Life happened in the blink of an eye!”

But what does retirement look like for you? Travel? Tree change? Walks on the beach? Spending time with your grandkids?

If you’re aged between 45 and 65, here’s the good news: 65 is the new 45, if you look after yourself. And by looking after yourself, it doesn’t just mean regular facials, gym classes and coffee dates.

It means making sure you have a strong, secure financial plan and control of the most valuable part of your life: your future.

Right now is the perfect time to start planning for your retirement.

Strategies for success

These years are where you turn up the dial on your savings. And in doing so, you’ll need more financial assistance, like when, where and how you transition to retirement; how to leave a lasting legacy for your children; and how to enjoy your hard-won success.

Seniors and granddaughter on beach

It’s time to ask yourself a few hard questions like:

  • How do I make the most of my money?
  • How can I secure my family’s financial future?
  • How will I know it’s the right time to retire?
  • How long will my funds last?
  • Will my financial situation enable me to maintain my current lifestyle in retirement?
  • Have I done enough?

We can help you find the answers.

We often find clients come to us dissatisfied with previous financial planners and are not always in the position they’d like to be in.

Here at Step Up Financial Group, we’re fiercely proud to be helping people secure their financial future. Our deep understanding of the region and its people means we’re able to offer you a unique outlook and tailor-made pre-retiree financial plan.

Lavender field at sunset

The possibilities are endless

We have many clients who want to pay for their children’s university but don’t think they can, or who want to retire but don’t think they have enough to sustain them.

After coming to see us, many realise that they can achieve a lot more than they first thought. Sometimes this is due to education and awareness of entitlements they weren’t aware of…

And sometimes it can be putting into place an exciting plan to kick-start your retirement.

Our decades of experience in the region mean we’re able to integrate financial planning, advice and investment management, and develop targeted strategies for each individual customer and their unique experiences.

At Step Up Financial Group, it is our absolute passion to help individuals and couples to secure their financial future.

So, are you ready to Step Up and take control?

Contact Julie and the team today.

Need more information? Get in touch with Step Up Financial

    • 107 Moulder Street,
      Orange, NSW 2800

      PO Box 2499
      Orange, NSW 2800

    • (02) 6362 5445