UP Private Wealth

18/05/2023

Girls XVs rugby 💪🏽. Nice work team. You’ll go well for the upcoming SE QLD tournament. It’s nice to be able to give back to community rugby.

28/02/2023

Five years has gone by quickly. It’s been an enriching experience both personally and professionally being able to work with some great business owners in our Alex Heads chapter.

19/10/2022

Joining BNI helps with making business connections and finding quality referrals.

Every wondered what BNI is all about? Then head along to BNI Business Sunrise Visitors Day Thursday 27th October at Alex Surf Club 7am. Here are a few of our current members testimonials about networking and business. Enjoy. 📹 Arkadius Rejman Armada.studio https://youtu.be/hqrQLCDoYdc

17/07/2022

📃🤔 Have you thought about planning your retirement? It’s never too soon to start planning and making informed choices about life after work! Join Cesar, from UP Private Wealth, to gain insight into key financial topics such as superannuation, investment and risk concepts and estate planning.

📍 Cooroy Library Tuesday 19 July 1.30-2.30pm CANCELLED
📍 Noosaville Library Friday 21 July 1.30-2.30pm
Book here 👉 https://bit.ly/3z7fYAk

13/05/2022

Super for Employees Who are Under 18 years Old

13/05/2022

2021 started a little slow but has definitely finished with a bang! During our first quarter we said good bye to our friends at The Common Collective and in March The Ageing Sea moved to our newly constructed studio in Buderim. The new location has allowed us room for expansion and we are now able p

13/05/2022

Bitcoin has lost $800 billion since its peak last year with the risk that more losses are to come. It is a world that relies on the greater fool theory: that there is ...

06/05/2022

ATTENTION MEDICOS!
😎😎 Did you know that mortgages for medical professionals are considered low risk when it comes to lending - that means you may be eligible for great benefits, like no Lenders Mortgage Insurance. Give us a call for more information on 1300556110.

Great to catch up with some Interns today at Sunshine Coast University Hospital - assisting with general information about Loans for Medicos.

21/12/2021

2021 has been one of those very unusual years. All assets have done very well and many of our clients have taken the opportunity to top up their retirement fund or pay off debts.

This is a great time of year to reflect on where you are at and put plans in place.

Wishing you a Happy Christmas and a healthy and wealthy 2022.

2021 has been one of those very unusual years. All assets have done very well and many of our clients have taken the opportunity to top up their retirement fund. All of this has happened despite a global pandemic.

14/11/2021

For Bruce and Lisa, the pandemic has been very tough, not only living through the protracted Melbourne lockdowns. Their usually successful aviation supply business has been severely impacted and they are drawing on savings to pay their 40 employees.

Things are starting to improve but Bruce and Lisa are struggling to find the motivation required to get things going again. They idea of retirement has suddenly become appealing – but can they do it?

For Bruce and Lisa, the pandemic has been very tough, not only living through the protracted Melbourne lockdowns. Their usually successful aviation supply business has been severely impacted Things are starting to improve but Bruce and Lisa were struggling to find the motivation required to get thin

15/10/2021

Often clients come to us because they don’t know what they need to do to get themselves in a stronger financial position. Their intentions are good, but they lack the time or knowledge to make it happen.

Recently referred clients, Tracey and Mitch are prime example of this. The couple are both teachers. They are in their mid 30s, have no children, a good disposable income and not much debt. They wanted to know where they could be in ten years’ time and what they needed to do to get there.

Find out how we helped.

Often clients come to us because they don’t know what they need to do to get themselves in a stronger financial position. Their intentions are good, but they lack the time or knowledge to make it happen. Recently referred clients, Tracey and Mitch are prime example of this. They are in their mid 3