Proven Strategies for Individual Investors Growth
Investing should be available to all. It is time we create an easiness around money by facing the beast and having a good time.
Wealth is what happens when you have no worries about your money and have the freedom.
PACEUPInvest® provides you with the tools to have a healthy financial relationship and celebrate your wins along the way.
Start wherever you are, we are here to help you.
Financial Planning
Looking for a Comprehensive Financial Planning for you? We have you covered.
After a thorough review of all your relevant data provided and objectives and mutually agreed-upon assumptions, the independent Advisor will ananlyse
your financial situation including, but not limited to: networth, (assets and liabilities), corporate benefits, cash flow strategies (current and projected),
retirement planning, risk management, investment portfolio, insurance needs, specific financial needs as determined by you, and tax and estate planning
considerations.
Upon completion of the analysis, the independent Advisor will make recommendations including suggested objectives.
The Advisor will provide you with a written report of all analysis and recommendations. The independent advisor is bound by fiduciary responsibilities.
An investment policy statement will be created. Cash flow modelling analysis, Suitability, Risk Capacity, Risk Tolerance, Knowledge and Experience,
behavioural insights and ESG assessements will be carried out to ensure a personalized investment portfolio creation.
Book an initial 20mins consultation now.
Services
Learning
Knowledge is Power! Access quick tips, workshops, courses, masterclasses and guides to learn at your own pace, or with others created by our team of financial planners, financial advisors and coaches.
Learn MoreInvesting
Invest according to your lifestyle, values and needs.
It is all about YOU!
We will help you understand risk in developing your personalised portfolio.
Access personalised coaching or financial advisory. Access group coaching.
Community
Our community brings you all together so that they can share, support, build knowledge and the necessary confidence, to ultimately be more involved with their finances.
Learn MoreMembership Pricing
Free
0
/ Month- Meet like-minded people and connect
- Access to all blogs
- Access to some e-learning
- 15 mins free initial consultation
- Invitation to events
Essential
7.99
/ Month- 10% off Personalised Financial Coaching
- 10% off courses
- Access to investment risk and suitability assessment
- Access to online workshops, and video resources from our team of financial planners
- Access to pre-recorded masterclass
- Access to monthly live Q&A sessions
Plus
17.99
/ Month- 25% off Financial Coaching
- Everything in the Essential Package
- Get a personalized investment plan
- On-demand learning to help you with money, and investing decisions
Premium
49.99
/ Month- 50% off Personalised Financial Coaching
- Access to PaceUP Invest Academy
- Access to exclusive webinars and masterclasses
- One-hour monthly access to group financial coaching
- Everything in the Plus Package