Up Wealth Management

Up Wealth Management are a standout. A very smart team and best in class. Ensuring clients come first. Adaptive and innovative, I've watched Up Wealth go from strength to strength over the years, which is a testimony to their hard work, professionalism and perseverance.

Aaron and Iman from Upwealth have assisted my wife and I plan for our retirement in all sorts of ways. Aaron makes the complexities of having multiple Super accounts understandable in a way that we could clearly understand and he gave a sense of calm about the entire process. We could not recomend UpWealth more highly

We've worked with Brett Billington and Up Wealth for over 10 years, and are consistently impressed by the quality of the support and advice we receive. We highly value the generosity and expertise we experience in all our interactions with Up Wealth, not only for our own financial management and planning, but in more recent years in supporting our almost-adult children to learn and grow their financial knowledge and capacity.

We first engaged with Up Wealth and specifically Brett to sort out our Super. We were in dire need having lost most of our self managed funds to fraud. Up Wealth, particularly Brett, listened, was non judgmental, meet us where we were, set a plan for us to follow. 15 years later with Brett's guidance and plan we have been able to retire this year, something we thought would be a dream. Having the knowledge and guidance of a financial advisor such as Brett and Up Wealth has been the best decision we've made. We highly recommend Up Wealth and our service from Brett has been phenomenal.

My husband and I have been working with Brett Billington for the past five years and couldn't recommend him more highly. He knows our situation inside and out, has supported us through some big decisions, and always makes us feel confident that we're on the right track. Brett has helped us align our financial goals as a couple while building wealth, minimising tax, and planning for the future. At the same time, he reminds us to enjoy life and make the most of the journey. We're incredibly grateful for his advice, support, and genuine care. The team at Upwealth has been fantastic.

My wife and I were introduced to Up Wealth Management by my sister and brother-in-law when we were looking for financial advice ahead of retirement. At our first meeting, Mark Connell, Managing Director, introduced us to Jamie Denham. From the outset, Jamie impressed us with her professionalism, knowledge and genuine interest in understanding our goals. She has provided thoughtful, well-structured advice on superannuation, retirement and estate planning, as well as testamentary trusts. She explains complex financial matters in a way that is easy to understand and always takes the time to ensure we feel informed and confident about the decisions we're making. We would have no hesitation in recommending Jamie and the team at Up Wealth Management to anyone looking for expert, personalised financial advice.

I have been a client of Up Wealth Management for several years, initially with Mark Connell and in more recent years with Dean Cowdroy as my adviser in Sydney. Through his knowledge, quality of advice and warm personality, I have come to regard Dean as one of the most trusted and valued people in my life. Dean and his colleagues have greatly assisted me in retirement planning, tax management and, more recently, in estate planning. As a result, I have not hesitated in referring close family and friends to Dean for advice and assistance. Up Wealth is a well resourced firm with a large team of experienced people who can advise on most aspects of wealth management. Everyone I have dealt with at Up, from the most senior to junior, are true professionals who are genuinely dedicated to enhancing the financial and personal well being of their clients.