What we offer
We offer tailored medical aid and investment solutions to individuals and businesses, we pride ourselves on providing accessible, unbiased advice led by a certified professional we avail ourselves at the earliest convenience to our clients and members to ensure th at they are serviced promptly and adequately we uphold the saying “Customer is King”
Investments & Wealth Planning
We offer a comprehensive range of financial planning services designed to help you achieve your personal and long-term financial goals. Our expertise covers retirement planning through retirement annuities and preservation funds, as well as tailored education savings plans to secure your children’s future. We provide access to tax-free investment products and diversified unit trusts or collective investment schemes to help grow your wealth efficiently. In addition, we assist with estate planning and the drafting of wills to protect your legacy. Through regular investment portfolio reviews, risk profiling and goal-based financial planning, we ensure your financial strategy remains aligned with your objectives and evolving circumstances.
Medical Aid Health Cover
We provide a full suite of healthcare brokerage and advisory services for both individuals and corporate clients. Our offerings include personal and corporate medical scheme brokerage, comprehensive gap cover solutions and tailored hospital plan and benefit comparisons to ensure optimal coverage. We assist with medical aid switching and plan optimization, helping clients find the most cost-effective and suitable options for their needs. Our team supports member recruitment and education initiatives, promoting informed healthcare choices and sustainable client base growth. In addition, we offer expert advice on chronic disease cover, conduct detailed medical savings analyses and provide hands-on assistance with claims resolution to ensure smooth and efficient service delivery.
What Our Clients Say about our service
Uptrends has Brought stability to our Organization
Matlosana Local Municipality’s Human Resources Manager
Your presence and visibility assuring our
staff that you render prompt service
Ngaka Modiri Molema District Municipality
The Dream Team
Our team has more than 40 years of combined experience in the medical aid industry and are all accredited by the Council for Medical Aid Scheme UMB has 10 consultants who cover all areas that we are servicing As a fast growing company we expect to increase the number of our consultants as and when the business grows Our client base includes Municipalities, Corporate Entities and State-Owned Enterprises.
Led by Mapheko as an Accredited Financial advisor across our service offerings, at Uptrends, we believe people are our greatest asset.
For Further Information About Our Partners
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