Built to do things differently.
StepUp Wealth was founded on a simple belief: Australians deserve a mortgage broker who puts education and transparency above everything else.
Built for people who ask better questions
The traditional mortgage broking industry has a problem: too much jargon, too little transparency, and too many brokers who prioritise their commission over their client's outcome. Tech and digital professionals know how to spot this.
StepUp Wealth was built for clients who do their own research, ask hard questions, and expect straight answers. We're a digital-first brokerage that works the way you do: remotely, efficiently, and without the fluff.
What we stand for
Education First
We believe an informed client makes better decisions. We invest time in explaining the 'why' behind every recommendation - not just the 'what'.
Radical Transparency
We disclose everything - our commissions, the lender's fees, the true cost of your loan. No hidden agendas, ever.
Long-Term Relationships
Our goal isn't just to settle your loan. It's to be your trusted financial partner for every property decision you make over the next decade.
Digital by Design
We built StepUp Wealth to be 100% online from day one - not as an afterthought. This means faster service, lower overheads, and better outcomes for clients.
How we got here
StepUp Wealth founded in Sydney with a mission to make mortgage broking transparent and accessible.
Expanded to serve clients across all Australian states and territories - 100% remotely.
Launched the Education Hub, providing free guides and resources to first home buyers and investors.
Joined the FBAA and expanded our lender panel to 40+ lenders, giving clients more choice.
Continued growing our team and refining our digital-first process to deliver faster, smarter outcomes.
Fully licensed. Fully accountable.
Step Up Wealth Pty Ltd is a Credit Representative (537114) authorised under Australian Credit Licence 388570, held by Vision Aggregation. We are a proud member of the FBAA.