Step Up Financial Group

Knowledgeable guidance from a caring team is the theme that runs through the feedback for Step Up Financial Group in Orange. Julie Nipperess is named again and again, with reviewers describing her as approachable, deeply informed and genuinely invested in the people she works with. Several customers credit her with helping them take control of their finances, saying the advice went well beyond a single transaction and covered a wide range of decisions as well as longer-term planning. The professionalism of the wider team is mentioned repeatedly, and the practice is described as both capable and warm in its dealings.

Clients note that they have stayed with Julie over many years, following her when the business changed hands, which points to a strong and lasting working relationship. Reviewers also highlight how clearly she explains what needs to be done to safeguard future needs, and how comfortable they felt raising their circumstances with her. Getting financial affairs organised and future-proofed is the outcome that recurs most often in the accounts, delivered with patience, expertise and a personal touch that leaves clients speaking warmly of the experience.