Step Up Financial Solutions has built a reputation as one of the most respected financial planning advisory businesses in Albury Wodonga.
We will help you find security and stability with a financial road map for the future.
Whether it’s paying off debt, buying a house, starting a family or planning your dream retirement, the team at Step Up Financial Solutions will help get you there.
Our focus is to help you control your financial future, by providing trustworthy advice with a transparency of fees and costs. Call to secure you financial future today.
Stuart Geyer
Founder // Qualified Financial Planner
Stuart Geyer is a Financial Planner and Founder of Step Up Financial Solutions. Stuart has worked for over 30 years in the Insurance and Finance Industry and brings a wealth of knowledge and experience.
An authorised representative of Matrix Planning Solutions Ltd, he is a member of the Financial Planning Association, and holds qualifications in:
- Advanced Diploma of Financial Planning
- Diploma of Financial Services (Finance / Mortgage Broking)
- Tier 1 Margin Lending – Personal Advice
- Self Managed Superannuation
- Direct Equities
ASIC Authorised Representative #1249784
Stuart is based at head office in Albury / Wodonga and services Southern NSW and Victoria. Services are available Australia Wide.
Brogan Broadway
Co-Owner // Qualified Financial Planner
Brogan Broadway has been with the business since the beginning and is a Co- Owner. Brogan is a Financial Planner and our resident Compliance Officer and specialises in Insurance scenarios. Brogan enjoys working with young families to ensure they get a great start in life.
An authorised representative of Matrix Planning Solutions Ltd, she holds qualifications in:
- Advanced Diploma of Financial Planning
- Direct Equities
ASIC Authorised Representative #1257241
Brogan is based at head office in Albury / Wodonga and services Southern NSW and Victoria. Services are available Australia Wide and we can meet with you by video or phone.
Kerry
Client Relationship Manager
Kerry is one of our wonderful Client Relationship Managers that ensures the office keeps running smoothly.
Kerry specialises in all things Centrelink related and enjoys the soothing tones of the Centrelink hold music.
Kerry works at the head office in Albury / Wodonga and can assist Australia wide by video or phone.
Kylie Geyer
Office Manager
Kylie is our fantastic Office Manager who ensures everything runs as it should. Kylie specialises in making sure Stuart doesn’t spend to much money and has over 30 years experience in this area. Kylie hold qualifications in:
- Diploma of Management (BSB51107) with “Upskilled” – completed in 2012.
Kylie works at the head office in Albury / Wodonga and can assist Australia wide by video or phone.
Our Passion
We are passionate about helping you set up your financial future regardless of your stage of life. We offer a holistic approach to our financial services and we get to know you and explore your goals; then we strategise the best way to help reach them.
With over 30 years experience in the finance and insurance industry our knowledge and understanding of what it takes to help you create wealth strategies is based on holistic strategies.
Step Up Financial Solutions have certainly stepped up our financial affairs for the better. Stuart and his friendly team are always on hand with their expertise and guidance.
My wife and I joined Step Up Financial Solutions back in 2009 to help pay off our house a bit quicker and to reduce our debt, they helped us pay off the loan in 5 years! Since then they have helped us with our yearly budget tracking and increased our investments while decreasing our debt.
We are both extremely happy with the friendly, knowledgeable and reliable service that they have brought to us over the past year’s and look forward to may more years working with them. Thanks so much Stu & Team.