Get In Touch With Up

Helping clients across Sydney, ACT and NSW South Coast

Book a chat

Before we catch up for a quick chat, let's make sure we're a fit.

We work best with:

  • Professionals and business owners with income to invest

  • People 5 to 10 years out from retirement

  • Self-funded retirees

  • Federal public servants and defence with PSS, CSS, DFRDB or MSBS

Sound like you?

Complete our quick enquiry form and we'll give you a 20-min call for a no-pressure conversation about your situation.

Find us

Canberra

Suite 5.01, Level 5,
5 Constitution Ave,
Canberra City ACT 2601

GPO BOX 415,
Canberra City ACT 2601

(02) 6295 7716

 

Sydney

Suite 6.01, Level 6,
55 Clarence Street,
Sydney NSW 2000

GPO BOX 3281,
Sydney NSW 2001

(02) 8376 0350

 

NSW South Coast

Suite 5.01, Level 5,
5 Constitution Ave,
Canberra City ACT 2601

GPO BOX 415,
Canberra City ACT 2601

(02) 6295 7716

 

FAQs

Frequently asked questions

  • There's no magic number, but advice works best when there's something to work with. You're likely a good fit if one of these sounds like you:

    • You have around $500K or more in super and investments

    • Your household earns $300K or more

    • You've got $50K+ in surplus cash flow each year ready to put to work

  • Our fees are fixed and transparent. There's a fee for your initial plan and setup, and an ongoing fee for the work we do for you year to year.

    Fees are based on the complexity of your situation and the value of the advice, not on how much money you have. Before you commit to anything, we'll send you a proposal that lays out exactly what we'll do, how we'll do it, and what it'll cost. No surprises.

  • No. We don't sell products. We give advice.

    We don't work on commission. We don't push investments. We don't get paid more for recommending one thing over another. Our only job is to help you make good decisions with your money. That's it.

    If something's not right for you, we'll say so. If you don't need something, we won't recommend it.

  • A Certified Financial Planner (CFP®) has met the highest education, examination and experience standards in the profession. It's an internationally recognised qualification, and it means your adviser has committed to ongoing professional development and a strict code of ethics. Not every financial planner holds it.

    At Up Wealth, Mark Connell, Brett Billington and Tammy Marshman all hold the CFP® designation. Learn more at the Financial Advice Association Australia.

  • Whatever works for you. Many of our clients come into our Canberra or Sydney offices for the bigger meetings, then handle ongoing reviews on Microsoft Teams. Others are entirely virtual from day one. If you're on the South Coast, our advisers drive down and meet in person.

  • No. Our advisers meet clients in person at serviced offices along the coast.

    We help clients across the NSW South Coast including Batemans Bay, Batehaven, Surf Beach, Long Beach, Catalina, Moruya, Tuross Head, Narooma, Bermagui, Tathra, Bega, Tura Beach, Merimbula, Pambula, Eden, Ulladulla, Mollymook, Milton, Burrill Lake, Sussex Inlet, Huskisson, Vincentia and Jervis Bay.