At Step Up Financial Group, our mission has always been to provide clients with tailored, expert financial advice to support their financial and retirement goals. We have taken a significant step forward as part of our commitment to delivering the best possible service. We are pleased to announce that Step Up Financial Group has joined the Australian Financial Planning Group (AFPG), a highly regarded financial services firm with a strong presence across Australia.
AFPG has built a stellar reputation over two decades for providing comprehensive and client-focused financial advice. With offices in Sydney, Melbourne, Newcastle, and now Orange, AFPG is a privately owned Australian financial services business that maintains operational autonomy from major institutions. This ensures that client interests always come first, an approach that aligns with our values at Step Up Financial Group.
What this means for our clients
We understand that change can sometimes raise questions, but we want to reassure you that this transition is a positive development for all our valued clients. While our name will change to Australian Financial Planning Group (AFPG) – Orange, our core values, personalised service, and commitment to your financial success will remain unchanged.
Our office in Orange will continue to operate as usual, with the same dedicated team, phone number, and client-first philosophy you have come to trust. This means that the friendly, compassionate, and expert financial advice you rely on will continue and be enhanced by the additional resources and expertise that AFPG brings.
The benefits of joining AFPG
By joining forces with AFPG, we gain access to an expanded network of financial experts, cutting-edge financial planning tools, and a wealth of experience that will allow us to provide even greater support and opportunities for our clients. Some key benefits include:
Enhanced financial expertise: With a team of over sixty staff and sixteen experienced Financial Advisers, AFPG brings an additional layer of knowledge and strategic financial insight to our clients.
Broader service offering: We now offer a wider range of financial planning solutions, investment strategies, retirement planning, and mortgage broking services tailored to your specific needs.
Continued personalised service: Despite this growth, our commitment to a personalised approach remains unchanged. We will continue to provide the same hands-on, compassionate service that has defined Step Up Financial Group.
Looking ahead
As we embark on this exciting new chapter, our priority remains to support you on your financial journey with expert guidance, unwavering integrity, and a personalised approach. This partnership with AFPG is a step towards an even stronger future for our clients, ensuring you continue receiving the best financial advice and services available.
We are excited about this next stage in our journey and look forward to continuing to serve you under the AFPG name.
We can help
Step Up Financial Group, now AFPG is a team of qualified financial specialists. We help hundreds of Australians create financial stability and resilience every year while building toward a confident retirement. Contact us today for experienced, compassionate, and professional financial planning advice.