Up is a life planning tool that helps you build your own financial plan. With Up, you can proactively explore a wide range of financial goals such as buying a property, retiring or sending your child to college and build a plan to make them happen. You can also simulate risks and build solutions to protect yourself and your family.
Why Choose UP?
Interactive
It’s interactive and highly visual- allowing you to explore multiple scenarios for achieving your retirement goals and see for yourself what you really need to get there.
Different Options
You can also look at different options for funding your retirement dream and choose the strategy that’s best for your unique situation. And it covers all aspects of your finances – from investments, insurance, and property, right down to your detailed living expenses.
Real Time
You can explore different financial goals and dreams in real time to see what you need to build the future you want and how to get there
Comprehensive
It gives you a comprehensive view of your finances, so you can see how each individual element impacts your overall plan
Simulate Events
You can simulate events that could affect your financial future and see what you can do to protect yourself