Dream Big. Live It Up.

Up Wealth provide financial advice and wealth management services to clients across the Sydney, ACT and NSW South Coast regions. We're in the business of delivering financial confidence for business owners, high-income professionals, self-funded retirees and federal government employees. For the big life-shaping decisions and everyday moments in between.

Money is the enabler for:

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the life you want to live

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the legacy you want to leave

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and the people you spend your time with.

Up Wealth financial planner South Coast NSW professionally dressed standing and one seated outdoors near a body of water with trees and hills in the background.
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About Up

Since 2014, we've been taking the stress out of money so our clients can get on with the business of living.

Most people we work with arrive with some version of "we're doing okay, but are we actually on track?" They've worked hard and built wealth as opportunities came up. Property here. Shares there. A super fund or two.

Over time, it gets messy. And when the big life decisions need to be made, the stakes are high and the options are overwhelming. 

We untangle the complexity. We see the blind spots. We find the opportunities.

The weight of uncertainty lifts. And our clients get to choose how they spend their life.

The big trips. The bucket list. The renovation that you've been talking about for 5 years. The day you walk into work and tell them you're done. The grandkids' education. The cellar you've always wanted. The slow Friday afternoons.

"Our clients have the confidence to say 'yes' to what matters most to them, knowing their long-term future is secure."

Up Wealth financial planner South Coast NSW staff sitting at a round table, engaged in conversation in pre-retirement financial strategy and smiling, in a cafe or restaurant with plants and large windows in the background.

Our Approach

Our approach is grounded in genuine relationships, fiercely caring about the outcomes, and making an enduring difference in our clients' lives.

We live by our values in everything we do.

What to expect from Up

Up Wealth Values

  • Solid lime green background representing growth, clarity, optimism, and forward-thinking financial advice for individuals and families across NSW from Up Wealth Management.

    Client focus

  • Solid bright green background representing authenticity, confidence, and staying true to your values. Up Wealth Management believes in being ourselves while providing genuine, client-focused financial advice.

    Be ourselves

  • Solid bright green background representing simplicity, clarity, and meaningful financial advice from Up Wealth Management.

    Keep it simple, make it meaningful

  • Solid green background representing growth, development, and investing in people. Up Wealth Management is committed to building strong relationships, supporting its team, and delivering trusted wealth management services across the NSW South Coast.

    Invest in our people & brand

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    Pioneer

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    Work hard & have fun

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    Have speed

OUR TEAM

We hire great people with diverse strengths. Some of our advisers have decades of life lessons under their belt, the new-wave of talent bring fresh thinking and youthful energy.

Our support team has an interesting and impressive breadth of experience and skills.

Together, we're all focused on delivering a best-in-class experience for every client.

MEET THE TEAM >

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WHAT WE DO

We give advice on the financial decisions that shape your life.

We get your whole financial life working together, coordinating with a trusted network of handpicked professionals (accountants, lawyers, mortgage brokers) so nothing slips through the cracks.

HOW WE HELP >

Up Wealth financial advisers financial planning for high-income professionals people sitting at a meeting table with a large screen behind them displaying a graph.

Credentials

  • Established in 2014

  • 100% adviser owned

  • Authorised Representatives of Consultum AFSL 230323

  • Multi-generational client relationships.

  • Offices in Sydney and Canberra, serving clients across Sydney, ACT and NSW South Coast

  • 8 Financial Advisers with combined advising experience of 100 years

  • A FAAA Aged Care Specialist Adviser

  • Member of Financial Advice Association Australia

Let's Chat