Wealth Management
A Legacy of Distinction
Providing a Comprehensive Range of Private Wealth Investment and Management Solutions
Grow Wealth. Sustain Wealth. Safeguard Wealth.
What we do
Building Wealth for Generations
In today's complex financial landscape, investors are presented with a multitude of investment options. These range from common stocks, bonds, hybrid securities, and exchange-traded funds to real estate and term deposits. Additionally, investors must make strategic decisions regarding the use of superannuation and the potential application of leverage and derivatives.
Navigating through these diverse investment choices can be daunting. Without proper guidance, there's a risk of making suboptimal investment decisions.
For over a decade, Up Funds Management has been guiding private investors in their investment choices. Over the years, we have honed an investment approach that lays a strong foundation for building, managing, and safeguarding wealth.
Discover Private Wealth Management
Stockbroking
Access to Australian & International Equities
Portfolio Construction
Strong portfolio development starts with strategic asset distribution.
Superannuation & SMSF
Maximizing superannuation for achieving retirement objectives.
"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."
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.