Up Funds Management
is a distinguished Australian wealth management group, offering a comprehensive range of services including full-service stockbroking, financial planning, and funds management. Established in 2013, the company has a rich heritage and a long-standing reputation for excellence in the financial sector.
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Download the latest information about Upfunds in our 2024 Investment Prospectus.
Embark on a journey to financial excellence with our detailed Investment Prospectus for 2024. This essential document is your gateway to understanding the current investment landscape, offering a thorough analysis of prospective financial avenues and market trends. Alongside, our Term Deposit Rate Sheet provides you with the most up-to-date interest rates, ensuring you have all the necessary tools to maximize your returns. Don't miss out—download today and take the first step towards amplifying your investment potential.
Download our secure mobile banking app today and manage your investments from anywhere in the world.
Experience the ultimate convenience in managing your investments with our secure mobile banking app. Designed for the savvy investor on-the-go, download our app today and gain the freedom to monitor and manage your financial portfolio from any corner of the globe, anytime.
The focus here is on three key aspects: growing wealth, managing wealth, and safeguarding wealth for clients.
We offer expert portfolio construction, vigilant market analysis, and the establishment of comprehensive risk management protocols. Our approach not only aims to amplify your assets but also to adapt to evolving financial landscapes, ensuring that your wealth not only stands the test of time but thrives within it. Growing and protecting your wealth is our priority.
These services are customized to meet the unique needs of individual investors.
Our Portfolio Administration Services offer a comprehensive solution for managing and optimizing your investment portfolio. We provide meticulous oversight and detailed reporting, ensuring your investments are aligned with your financial goals and risk tolerance. Our expert team actively monitors market trends and adjusts strategies accordingly, delivering a personalized approach to maximize returns and minimize risks. Entrust your portfolio to us for seamless management and peace of mind in your financial journey.
Since its inception in 2013, Up Funds Management has been providing full-service stockbroking.
Our Stockbroking Services offer a dynamic and informed approach to navigating the stock market. With access to the latest market insights and trends, our experienced brokers are dedicated to executing trades with precision and efficiency. We provide personalized advice tailored to your individual investment goals, ensuring a strategic and well-informed investment journey. Whether you're a seasoned investor or new to the market, our stockbroking services are designed to optimize your portfolio's performance and drive financial success.
Our mission
Building Wealth Across Generations
At UP Funds Management, we are committed to securing your financial future. Our mission is to empower you with comprehensive wealth management solutions that resonate with your aspirations. From the solidity of bonds and term deposits to the growth potential of stockbroking, we navigate the complexities of the financial markets to bring you a curated selection of services tailored to your needs.
We understand that true wealth management extends beyond mere transactions—it's about building a trusted partnership for the long haul. Our dedication to financial planning is reflected in the meticulous attention we give to each aspect of your portfolio, ensuring it aligns with your life goals and risk preferences.
In the ever-evolving landscape of finance, we stand as your steadfast ally, leveraging cutting-edge strategies and in-depth expertise to maximize your returns and safeguard your assets. Because at UP Funds Management, we believe your wealth is more than just numbers; it's the foundation of your legacy.
"Up Funds Management is renowned for its prudent investment advice and in-depth market analysis, playing a pivotal role in wealth building for numerous investors over generations."
"Our seasoned advisors employ cutting-edge strategies and personalized service to ensure your assets flourish. Experience expert wealth management and watch your returns grow."
"Our clients enjoy peace of mind, knowing their investments are thriving under vigilant, proactive stewardship. Reach out to us, and let your wealth benefit from our legacy of success."
Corporate Services
Up Funds Management excels in providing top-tier services in equity capital markets and mergers and acquisitions.
These services include financial planning, managing capital structure, sourcing and allocating funds, investment decisions, and risk management. Corporate finance experts aim to maximize shareholder value through long-term and short-term financial planning and various capital-raising strategies. Other aspects involve handling mergers and acquisitions, issuing equity and debt securities, and ensuring efficient capital deployment.
The company offers a personalized service to both corporate and institutional funds management clients.
These services are tailored to meet the unique investment needs and objectives of large entities such as mutual funds, pension funds, and insurance companies. The company provides expert advice on stock selection, portfolio construction, and market insights, leveraging extensive research and in-depth analysis. Its institutional broking services also include executing large volume trades with efficiency and discretion, minimizing market impact and optimizing trade execution.
Contact us
Connect with an adviser from Up Funds Management today and start shaping your financial future.
'Shaping Generational Financial Fortunes'
10 years +
Proud History & Heritage
270
Advisers
$18bn+ AUM
Assets Under Management
About
investments
private wealth
corporate
UP Funds Management PTY Limited
525 Collins Street, Melbourne, Victoria 3000
Tel: +61 3 7044 7500
Email: info@upfundsau.com
ABN: 51 164 061 876
AFS License Number: 482848
ACN: 164 061 876
Financial Disclaimer:
Up Funds Management PTY Limited ("Up Funds Management") does not offer Cryptocurrency products and is unable to provide any information on Cryptocurrency products. We strongly recommend consulting with a qualified financial professional or advisor when considering investments in any type of asset or security, including Cryptocurrency products.
Furthermore, if you are contacted by any entity or company claiming to be Up Fund Management, particular Upfunds Pty Ltd, please be aware that this is not associated with or representative of Up Funds Management. We advise caution and encourage you to verify the authenticity of any such communications or offers independently. Up Funds Management is committed to ensuring the security and trust of our clients, and we do not endorse or have any affiliation with entities operating under similar names.
Investment decisions should be made after thorough research and consultation with a financial expert to assess your individual financial goals, risk tolerance, and investment strategy. Up Funds Management is not responsible for any financial decisions made without professional advice and is not liable for any actions taken in response to fraudulent or unauthorized communications from other parties.
Up Funds Management PTY Limited All rights reserved.