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Realise your dreams.

Holistic Financial Advice You Can Trust.

 
 

UP Financial Planners was established by Cesar Uylangco in 2017. Helping clients from Queensland and New South Wales make smart choices about their future, Cesar is passionate about providing holistic financial advice.

Cesar’s vision is to discover his clients’ specific financial planning requirements and provide friendly, supportive and expert solutions to help them achieve their goals and make smart choices around their financial strategies.

He feels privileged to travel the journey with his clients to help secure their financial freedom with confidence. His clients rely on him to be their source for financial planning advice; and to provide piece of mind.

Cesar finds each unique relationship to be enriching which he supports by his personable and professional level of service.

With a core focus to help his clients realise their dreams, Cesar is your expert personal financial adviser who will be there for you every step of the way.

If you want to review your financial planning goals and objectives and get some expert and quality advice, contact Cesar today at cesar@upfp.com.au

 

Phone

Office 07 5406 0340

Location

The Corporate Centre
Level 1, Advice Suite 3
13 Norval Court
Maroochydore QLD 4558


OUR VALUES

Intelligent and Information

A thirst for knowledge to be smarter and seek continual improvement.

Empathy and Understanding

Foster a caring and friendly environment for our clients and team as if they’re family.

Dreams and Aspirations

Be supportive for our clients and team to help everyone achieve their life’s aspirations and dreams.

 
 

OUR BUSINESS

SMSF & Superannuation Advice

Helping clients effectively manage and implement key strategies for their retirement and investment plans.

Wealth accumulation

How to grow your private wealth for now and into the future. We walk our clients through fundamental investment concepts and ensure they stay on track with their long term objectives.

Life & Income Protection Insurance

We ensure our clients are adequately protecting themselves, their loved ones and incomes against unforeseen circumstances. There are considerations such as tax and even how an insurance policy should be owned and paid for. Getting the right strategy is key.

Estate & Succession Planning

If ensuring your assets are passed on to your family as per your wishes, within a tax effective manner and kept to your blood relatives then a basic Will may not be the answer. We partner with specialist solicitors to make sure client's estates are in order.

Retirement Planning

Pre and Post Retirement Strategies - there is a lot you can do to best position your retirement plans depending on your circumstances. We partner with clients through this next phase in their lives.


Our Services

  • 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

 
Our key focus is placing our clients’ needs at the centre of our services and helping people work towards their long-term goals and financial security.
 
Cesar U

Cesar Uylangco

Cesar has been providing strategic advice to individuals, business owners and professionals since 2007; first as an adviser with Westpac and AMP before becoming a Senior Partner with an RI Advice practice on the Sunshine Coast. Cesar then established UP Financial Planners in early 2017 to provide holistic financial advice and support to clients between North Queensland to South Coast of New South Wales.

Cesar earned a Bachelor of Science in Economics from Rutgers University in the USA from where he originates. He also holds an Advanced Diploma in Financial Planning and is an Associate member AFP® of the Financial Planning Association of Australia (FPA).

Cesar has been married to Katherine for over 23 years and has two young children who attend Sunshine Coast Grammar School. “Raising a young family keeps Katherine and I quite busy but our children also give us a balanced perspective on life which we enjoy.”

Financial Services Guide | Adviser Profile

 
 
 

CONTACT US

Our Office

The Corporate Centre
Level 1, Advice Suite 3
13 Norval Court
Maroochydore QLD 4558

Office 07 5406 0340
Email cesar@upfp.com.au

PO Box 5511
Maroochydore BC
QLD 4558

 
 

Special Offer

Book your initial Complimentary Financial Health Check today to see where we can add value to your financial plans and strategies.


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