The Step Up Process

“Risk comes from not knowing what you’re doing.” ~ Warren Buffet

If you don’t have a clear plan and are concerned, confused or unsure about your financial goals, we can help you step up and take control of your financial future with our 5-step financial process.

  • 1. Uncover

    Our partnership starts with an introductory session with one of our financial advisers and planners, where we take a deep dive into your life to uncover who you are. We talk about where you are right now in life and where you’d like to be. We talk about goals, dreams and aspirations and take a snapshot of your life with our ‘You and Yours’ snapshot, which really does create the foundation for financial change.

    It’s the first step in our financial process… and a big step towards taking control of your financial future.

  • 2. Strategise

    From your unique ‘You and Yours’ detailed snapshot, we assess cash flow, goals, time-frame, assets and insurances, thinking deeply about your individual risk profiles and investment attitudes. 

    Using these insights, we create a strategy for wealth accumulation and wealth protection. At the end of this strategy meeting, clients often say they feel confident, calm and excited about the road ahead.

  • 3. Opportunity

    Life is about making – and taking – opportunities.

    The third step of our financial process involves working together to create opportunities for you to reach your goals. This is where your financial plan will become your most valuable asset.

    Your strategy could include recommendations on budgeting, savings and investment plans, direct share portfolios, cash management, personal insurance and wealth protection cover (including income protection insurance, trauma, critical illness and life insurance), superannuation and retirement  (including an SMSF). 

     

  • 4. Launch

    Once you’ve signed an Authority to Proceed, we start to implement your plan. We understand you’re time-poor, so our experienced and caring team of financial advisers works hard to take the stress and complexities away by managing all the paperwork… supporting and providing you with the tools you need to step up and take control.

    The clarity and peace of mind you’ll get from knowing you are managing your money and stepping up really are priceless.

  • 5. Review

    Our partnership with you continues as we journey together towards a strong, secure financial future. We meet for half-yearly or annual reviews – or whenever you require it.

    We ask the hard questions.

    Are you on track? Are you where you need to be? Where you planned to be? What do we need to change, to get back on track?

    With so many distractions and noise in our world, it’s vital to take time out and get some clarity around where we are and where we want to be. 

    “You’ve got to start early… and you’ve got to step up.” ~ Julie Nipperess

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