We get it – sometimes traditional financial advisors don’t quite hit the mark.
We believe trust comes from real conversations and working together to reach your goals. That’s where a Companion steps in. So, how about a free chat over coffee?
Let’s make finance feel personal.
1. We started a financial education content platform, being financial advisors was just a value add to our community, now it’s our core business.
2. We love tech. From our Quiz, BeSmarta, Wealth platform, Finimals and Goals. Even the odd GPT or two.
3. We love our community. Our Wealth division is for everyone, can’t start yet, refer someone and earn when they invest.
At FinMeUp, we believe in empowering you with knowledge, strategy, and ongoing support.
Your Financial Companion is more than an advisor; they're your partner in financial growth, dedicated to ensuring your journey is as rewarding as it is successful.
Simple and easy, meet your Financial Companion and start tailoring your wealth strategy.
Book My SessionProvide your details, and our team will contact you to discuss how we can help you reach your goals.
Contact MeIt’s a financial advisor that gets personal about your goals and meets you where you are at.
We charge a fee between 0.5 and 1% depending on your goals and requirements.
Because we really put a lot of effort into giving a great service and we need to pay the bills. We love what we’re doing, so we want to do this for the next 50 years.
Sure, we encourage a Hybrid-Model, but if you don’t have the time or don’t know where to start let’s have a chat and we will assist you.
Yes, FinMeUp is regulated as a juristic representative under ZAQ Wealth. An Authorised Financial Services Provider | FSP No. 51310.
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FinMeUp is regulated as a juristic representative under ZAQ Wealth. An Authorised Financial Services Provider | FSP No. 51310
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