Property Investment Advice

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There are several considerations when investing in property: financial structuring, purchasing and borrowing power, taxation, yield and rental returns, and the tax implications of capital gains.

At Step Up Financial, our team of financial planners has the necessary expertise to advise and guide you in your property investment decision-making process. Whether it’s working out your borrowing power, navigating loan schemes, or trusts, we help ensure your property investment financial plan is optimised for success.

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Get the best advice


Each property investment strategy has its own advantages, risks and considerations. Investors should conduct thorough research, seek professional advice and align their strategy with their financial goals and risk tolerance. It’s also essential that they stay informed about any changes in tax laws or regulations that may impact property investment.

At Step Up Financial, we provide expert and qualified advice for clients considering property investment as part of their financial planning strategy.

This advice includes the pros and cons of negative and positive gearing, one-time payments, commercial, industrial and regional property investment, REITs and self-managed super funds.

Before considering property as part of your investment strategy, talk to one of our financial planners and get all the facts and the best advice.

How we help you


As fully qualified, experienced financial planners, we can provide you with expert property investment advice. We are a full-service financial planning firm specialising in professional budgeting strategies, debt management, superannuation, retirement planning, asset financing, direct share portfolios and research, investing strategies, personal insurance, estate planning and aged care advisory.

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

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