Dream It. Plan It. Nail It.

Choose your adventure and let's turn those financial dreams into actionable goals.

What are financial goals?

Dreaming of sandy beaches or the keys to your first home? Maybe you're looking to invest in your greatest asset-yourself. Whatever your dream, we're here to turn it into an achievable goal.

I'll plan it out later

Travel The World

Turn your dream holiday into your next adventure. Explore the world and see how you can make it a reality.

Buy A Home

Is it time to upgrade your living space? Let's make the first move towards securing your dream home.

Get An Education

Investing in yourself or your loved ones' education is the ultimate power move. Let's explore how you can unlock a world of opportunities.

Build A Safety Net

Life is full of surprises-ensure you're prepared. A solid safety net means peace of mind, no matter what comes your way.

Tax Free Saving

Leverage this incredibly efficient tax-saving vehicle to reach your financial milestones faster.

Save For Retirement

Plan for a retirement filled with joy and freedom. Starting early is the key to a comfortable, worry-free future.

Goal-Based Investments That Suit You

At FinMeUp, we're redefining investing. It's not just about the risk-it's about understanding what you're saving for and when you need it. Tailored investments that align with your dreams and timeline.

All Your Investments In One Place

Monitor all your investments, not just those with FinMeUp. Our innovative platform securely connects to your accounts, providing a comprehensive view of your financial portfolio at a glance.

Get Guidance From Financial Advisors

You're in the driver's seat of your financial journey, but our advisors are on standby. Get personal advice to make decisions that align with your lifestyle.

Start Investing From R500 Per Month

Think you're not ready to start investing? With FinMeUp, you begin building your investment portfolio with as little as R500 per month. It's about making progress, no matter how you the start.

How It Works

1.  Set your first financial goal

Identify your financial goal using one of our predetermined categories. Once selected use our calculator to determine how and when you want to achieve the goal.

2.  Complete and sign your documentation online

Once you are ready to start investing we will structure an investment consisting of active and passive unit trust portfolios. Your investment will be made without having to sign and fax documentation.

3.  Track your goal

You will be able to view your investment at any time and we will continuously track and monitor how close you are to achieving your goal to live the life of your dreams.

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