Proven Strategies for Individual Investors Growth
Financial literacy and Investing should be available to all. It is time we create an easiness around money and having a good time.
Wealth is what happens when you have no worries about your money and have 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 Comprehensive, Holistic Financial Planning? 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 analyse 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, tax and estate planning considerations,
and specific financial needs as determined by you.
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,
who is bound by fiduciary responsibilities, will create an Investment Policy Statement. Cash flow modelling analysis,
Suitability, Risk Capacity, Risk Tolerance, Knowledge and Experience, behavioural insights, and
ESG assessments will be carried out to ensure a personalized investment portfolio creation of asset classes across
geographies for proper portfolio diversification.
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 you can share, support, and build knowledge and the necessary confidence in a safe place, to ultimately be more involved with your 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
- Access to Playground for investing
- Invitation to events
- Access to basic Gen Chat for personal Finance
Essential
7.99
/ Month- 30 minutes free consultation
- Free E book on Financial Literacy and Resilience
- 10% off e courses
- Access to Generative AI chat in your own natural language to ask questions and upload your own data
- Access to personalised 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- 15% off Financial Personalised Financial Coaching and Financial Advisory
- Free e book on Financial Literacy and Resilience
- Use our in-house AI agents to perform your tasks
- Use our AI to simulate your personalised portfolio according to your attributes.
- Get a personalised investment plan.
- On-demand learning to help you with money and investing decisions.
- Everything in the Essential Package
Premium
49.99
/ Month- 50% off Personalised Financial Coaching and Financial Advisory
- Free One-hour monthly access to group financial coaching
- Monthly activity and financial literacy for your kids (ages 6-17)
- Access to exclusive webinars and masterclasses
- Everything in the Plus Package