Iman Omerika

Iman works closely with Up Wealth's advisers and clients to make the advice process feel supported, clear, and human, especially during the moments when clients need it most.

I’ve always been driven to help people, which is what led me to financial planning. It’s incredibly rewarding to support clients through some of the most challenging times in their lives and help them move forward with clarity and confidence.

Often, clients come to us during difficult periods, sometimes following a sudden loss, facing financial decisions they’ve never had to consider before. In those early stages, it’s not about complex strategies but about guidance, simplifying the process, building understanding and helping them feel comfortable every step of the way.

The most fulfilling part is seeing that transformation over time. Clients who once felt uncertain, start to move forward with confidence creating new opportunities for themselves. Being part of that journey and easing both the emotional and administrative burden is what makes this work so fulfilling.

Outside of work, I love spending time with my family and friends, travelling, going to pilates and heading to footy games!

Originally from Sarajevo, Bosnia and Herzegovina, I’ve lived across several countries. Those experiences have shaped my perspective and appreciation for different cultures, while also giving me the opportunity to learn multiple languages along the way.