Where money meets life

Wealth on purpose with expert advice, kept simple

We sit at the centre of your financial world

We see how all your financial pieces fit together and blind spots you may not be aware of.

We call in the right specialists - accountants, mortgage brokers and lawyers and coordinate all the moving pieces so you can get on with the business of living.

Icon of a compass represent pre-retirement financial strategy needle inside a circular outline, green on a black background for Up Wealth Management wealth management NSW South Coast.

Pre-Retirement Planning

Know when work becomes optional.

The final stretch before retirement is when financial decisions make a huge impact. We build the strategy and set-up the structure that maximises what you've got, to turn hopeful "maybes" into confident "we cans".

Icon represents redundancy financial planning as Earth with continents in black on a green circular background at Up Wealth Management wealth management NSW South Coast.

Post-Retirement Advice

Spend without the quiet worry.

Enjoy the life you've earned without the nagging "will it last" question in the back of your mind. We'll help you balance income, lifestyle and legacy, so you live well now without worrying about later.

Light green pie chart represent estate planning advice Australia with five segments, one segment slightly thinner at Up Wealth Management wealth management NSW South Coast.

Investing

A portfolio built for your life, not the latest hot tip.

We work out the right mix of investments for your situation, your timeline, and how you actually feel about risk. The kind of investing that lets you sleep at night and compounds quietly for decades.

Outline drawing of two decorated Easter eggs as financial advice for life transitions zone with horizontal zigzag and curved line patterns, and the other with circular spots.

Superannuation

A future you will be grateful for.

For most people, super will end up being the largest single source of retirement income. We help you make more of it through smart contributions, the right structure, and strategies that suit your stage of life.

White geometric pattern featuring the CSC initials, representing a structured and strategic approach to wealth management and financial advice made simple by Up Wealth Management.

Commonwealth Super Defined Benefit Advice

Make sense of PSS, CSS, DFRDB and MSBS.

We know the federal government super schemes inside out. The rules, the opportunities, and the timing decisions that define when and how you retire. With offices in Canberra, we're the local specialists for public servants and defence force personnel.

Learn more
Outline of a financial document featuring a dollar sign and data table, representing personalised financial advice, strategic planning, and wealth management solutions from Up Wealth Management.

Tax Advice & Structuring

Keep more of what you've earned.

We work alongside your accountant to make sure your income, investments and entities are set-up the right way to grow your wealth without giving away more than you need to.

Green shield icon divided into four sections, representing protection, security, and strategic superannuation planning to help Australians build and protect their retirement wealth.

Wealth Protection

Cover the curveballs life throws.

Life doesn't always go to plan. We help you put the right insurance in place across your personal and business worlds, so one unexpected event doesn't derail your family's future.

Green outlined clock with hands at 4 o'clock, symbolising growth over time, upward momentum, and the long-term benefits of strategic financial planning and wealth management.

Estate & Wealth Transfer

Pass it on. Quietly. Cleanly. Well.

We help you put the right structures in place so your wealth passes to the right people, at the right time according to your wishes.

Two overlapping heart outlines representing Up Wealth's commitment to protecting what matters most through income protection financial planning.

Aged Care Planning

The right call when it matters most.

Aged care decisions usually arrive fast, expensive, and emotional. We help you understand the options, the costs, and how to fund it.

Venn diagram with two overlapping circles and three horizontal sections in the intersection

Life Transitions

Big moments. Big decisions.

A redundancy. An inheritance. A separation. A sudden windfall or a sudden shock. Big moments come with big financial decisions. We help you make financial sense of your situation, so you can make considered choices at this crucial time.