Investments

Personal investments

Endless choices


There is a myriad of options you can choose for investments.

Managed fund? Share portfolio? Property?

Invest in a small-business incubator?

Investments are as personal and individual as you are. What’s important is that you get the right financial structures in place, and you understand the pros and cons and the risks involved.

Diversify

Making the right choice


There is no such thing as a ‘sure thing’ when it comes to investments, but you can diversify to minimise risk.

And this is something we highly recommend here at Step Up. Put simply, diversification means ensuring your investments are varied, and you don’t have all your ‘eggs in one basket,’ so to speak.

All investments go through cycles – upswings and downswings – and diversification mitigates risk by ensuring that when one of your investments is not performing so well, others will be. Then your overall returns will still be steady.

Our team of financial planners can help you navigate the world of investments so that you can relax knowing your money is working for you.

What does a financial planner do?


As fully qualified, experienced financial planners, we’re able to help you understand and manage your investments more effectively. We also provide other financial services, including advice on:

And we encourage your pathway based on your own individual circumstances and values.

Are you ready to Step Up and take control of YOUR financial future?


Using the Step Up Financial Process, we help you launch the plan that will grow your wealth, protect your wealth and keep you in control.

Step up and take control of your financial future by contacting our local team of experienced financial planners 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