Who We Help

We help a broad range of clients who are wanting financial stability and secure retirement.

 At Step Up Financial Solutions we offer the right strategies to help grow your money.

Overwhelming debt levels, worried about your financial structure, poor superannuataion set up, no income protection for you and or your family, and worried about what you will retire on? If these are questions that you have asked yourself, than we can help. We can provide you with a financial structure to help guide you to a secure financial future. With our transparent fees and cost structure, trustworthy advice and over 30+ years of financial management experience, you can put your worries in our hands.

We have spent years helping everyday Australian’s make the most of their financial situation. From the farmer who is worried about drought proofing their overdraft, the parents preparing to send the kids to boarding school, the nearly retired couple and the university student preparing to buy their first house. The team at Step Up Financial Solutions can assist you at any stage of life.  

With Step Up Financial Solutions the answer is simple. Make an appointment, whether you’re are an individual, family, business owner or retiree, and let us be with you every step of the way in getting your financial game plan sorted.

Talk to us today. Please fill in our Contact Form or call on 1300 88 28 48.

Securing Your Financial Future

Planning Private School Education

So you want to send your kids to boarding school? A major factor in deciding whether or not to send a child to a boarding school is the cost. On average tuition fees in 2020 are from $7,800 to $25,800 / year with boarding fees from $17,200 to $23,880 / year. So on average between $25,000 & $50,000 per year for a full boarding student depending on the school they attend. Your childs education need not be a financial burden. Make an appointment today.

Drought proofing the overdraft

What happens when I run out of feed or the crops fail and I have to plant again next year? How do I stop the overdraft from blowing out until the bad times are over? These questions have been asked by land holders many times in the past and will be asked again when the next drought hits. 

It’s time to think outside the box when it comes to setting up your finances with a mind to storing funds for the hard times. Contact us today and see how we can help. 

income protection insurance

Ill or Injured? Do you have the right insurance?

What if you got sick or injured and couldn’t work? Would you be able to support you and you family if your income was cut whilst you recover?

At Step Up Financial Solutions we can assist you in protecting you or your family’s financial security, by setting up the right income protection insurance. If you haven’t covered the most important asset, that being you, then we need to talk. Learn more……

income protection insurance

Can you afford to retire?

There may come a time when your body says its had enough and you will have to retire, or you may decide you would like to see what lies beyond our fair land boundaries and travel the world.

No matter if your journey to retirement be long or short, strategic retirement planning is key in securing the retirement you want.

There are quite a few tax incentives available to encourage people to fund their retiremnet. Learn more…..

“We made an appointment to discuss our financial affairs with Stuart and the rest is history as they say”. Ken & Joanne

Phone

1300 88 28 48

Email

admin@stepupfinancial.com.au

Head Office

10 Nilmar Avenue
Wodonga, Victoria, 3690

Quick Contact

Fill out the form below and we will get in touch to discuss how we can take you and your business further.

Step Up Financial Solutions Pty Ltd ACN 613 926 515 is a Corporate Authorised Representative (No. 1249784) of Matrix Planning Solutions (ABN 45 087 470 200 AFSL and ACL No. 238256).

Step Up Financial Solutions Limited. This website is intended to provide general information only and the information has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. In particular, you should seek independent financial advice and you should read the relevant Product Disclosure Statement (PDS) before making any decision about a product. Past performance is not a reliable indicator of future performance. For information relating to tax, please consult an independent tax expert before acting on such information. Matrix Planning Solutions Privacy Policy