Are you Financially Healthy? Get your Free Financial Health Checkup Report.

What is Financial Health Checkup?

The UpWealth’s Financial Health Check-up examines your financial health and wealth status in a number of areas, including your saving & investment habits, risks and concerns, and concludes with a report with various recommendations to increase your overall financial health. As your physical health checkup is important,  your Financial Wealth Checkup is also important to analyze your financial health and wealth to get an actionable steps to maintain or improve your current financial status.

Don't know where you stand with your money? Find out what right or wrong you are doing with your money to improve your financial situation.

Why is it important to take financial health check-up?

  • To get a clear picture of where you stand with your finances.
  • To receive free and unbiased advice – to improve your current financial situations.
  • It help you to change the way you think about your money.

What you'll get out of your financial health check-up?

  • A detailed report that outlines your current financial status.
  • Tailor-made investment advice with simple tasks which you can start implementing now.
  • Insights & actions that will help you to achieve your financial goals.

How does it work? How to get health checkup report?

  • It takes only 5 minutes to complete your financial wealth checkup.
  • You just need to complete the initial questionnaire which contains basic but important questions.
  • Once done, we provide you a detailed report of our findings.