UP Financial Planners

 

Financial advice - achieve goals
This is an image of a financial planning family. Getting good advice allows them to achieve their goals.

Cesar Uylangco and Kellie Payne have established UP Financial Planners on the Sunshine Coast and Moreton Bay as they are both passionate about providing financial advice and support to their clients.

“Our vision is to discover our clients’ specific financial planning requirements and provide friendly, supportive and expert solutions to help them achieve their goals and make some smart choices around their financial strategies.”

“We are very privileged to travel the journey with our clients and help them secure their financial freedom with confidence. Our clients rely on us to be their source for financial planning information; and provide that piece of mind.”

“We find each unique relationship to be enriching which we support by our personable and professional level of service.”

“As a practice, we endeavour to help our clients realise their dreams.”

If you want to review your financial planning goals and objectives and get some quality advice, contact us at admin@upfp.com.au.

Our values are:

Family – We are blessed to have family and should care for others as we care for our family

Friendly – to accept everyone’s situation is different

Support and Serve – to listen to our clients’ ideas and dreams and help them to succeed

Caring – to be there for our clients during the tough times

Honesty – to ensure we provide honest answers to all questions

Understanding – to listen first then provide information in an easy to comprehend way

Knowledge –having a passion for all aspects of financial planning

The financial planning services we offer to our clients are:

  • Investment strategies including gearing and savings plans, ASX Listed Securities
  • Budget and cash flow planning
  • Debt management
  • Superannuation advice, including salary sacrifice and consolidation strategies
  • Personal insurance strategies
  • Centrelink / DVA advice
  • Retirement planning advice
  • Aged Care advice
  • Estate planning advice
  • Advice on ownership and structures eg. Discretionary and Trusts, Self-Managed Superannuation
  • Portfolio review services
  • Ongoing advisory services
  • Referrals to specialists eg. accountants, solicitors