Experience Up

Money is the Enabler. To help people live the life they want to live.

Our approach is centred on understanding what you want from life, expanding your thinking on what's possible, and building a plan that evolves with you.

Flowchart outlining Up Wealth Management's six-step financial planning process: Catch Up (Introductory Call), Open Up (Initial Meeting), Look Up (Advice Meeting), Set Up (Implementation), Round Up (Confirmation Meeting), and Support (Ongoing Support)

A 20-minute no-pressure conversation to understand what money matters are on your mind and figure out if we're the right fit to work together.
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We get to know you, your money, and what you want the next chapter to look like.
We'll talk about:
- Where you are now, financially and personally
- The life you're working towards in the next five, ten, twenty years
- What's on your bucket list
- The money worries sitting in the back of your head
60-90 minutes - in person or virtual.
We crunch the numbers and give you a clear action plan with the financial structure and steps to address all your priorities and what-ifs.
Your Up Wealth Plan includes:
1. Your priorities - what's important and why
2. Our recommendations - the strategies, structures and products best suited to your situation
3. Financial projections - how your cash, investments, super and tax position could look over time
4. Practical next steps - what needs to happen and who's handling it
60-90 minutes - in person or virtual.

We make your plan a reality.
What happens behind the scenes:
1. We lodge all the paperwork and deal with the funds, banks, investments and insurers
2. We follow up with all parties and keep you updated on the progress
3. We coordinate with your accountant, solicitor and other experts when needed
4. We keep you updated
Typically 2-6 months depending on complexity.
When everything's in place, we'll meet with you to:
1. Run through everything that's been implemented
2. Get you set up with any online systems and portals
3. Answer any questions that have come up
4. Confirm what happens next, including the date of your next review
60-90 minutes - in person or virtual.
Life moves. Things change. Rules shift. We make sure your Up Wealth plan moves with you.
Scheduled Planning Meetings (annual or bi-annual)
Celebrate the wins, revisit priorities, rebalance investments if needed, and fine-tune the plan to match what's changed in your life.
Email and Phone Support
When questions come up between reviews, or you need a sounding board, we're a call or email away.

Three retired men with surfboards standing on a Canberra beach at sunset, enjoying an active retirement lifestyle supported by professional financial advice from Up Wealth Management.

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.