---
title: "FinMeUp: Financial Planning in South Africa"
description: "Plan your money in South Africa with risk profiling (Finimals), goal-based plans for retirement, home, education and tax-free saving."
canonical_url: "https://liners.com/finmeup"
markdown_url: "https://liners.com/finmeup.md"
type: "product"
language: "en"
image: "https://assets.liners.com/storage/v1/object/public/media/tools/finmeup/screenshot.webp?v=1781799637316"
published_at: "2026-03-14T12:17:35.640Z"
updated_at: "2026-10-05T03:01:10.922Z"
---

# FinMeUp: Financial Planning in South Africa

Plan your money in South Africa with risk profiling (Finimals), goal-based plans for retirement, home, education and tax-free saving.

## Breadcrumbs

- [Fintech](/categories/fintech)
- [FinMeUp](/finmeup)

## Summary

Financial planning that starts with your risk profile

A South African financial planning platform for individuals and advisors, offering risk profiling, goal-based planning, education, and insurance and investment advice.

## Product details

| Field | Value |
| --- | --- |
| Website | https://www.finmeup.co.za/ |
| Tagline | Financial planning that starts with your risk profile |
| Primary country | South Africa |
| Platforms | Web |
| Average rating |  |
| Published reviews | 0 |
| Verified listing | No |

## About the product

FinMeUp is a South African tech-enabled financial planning platform for individuals who want guidance on money decisions, plus qualified financial advisors who support clients through a digital planning workflow.

Key capabilities include:

- **Risk profiling with Finimals**, a financial persona assessment designed to help users understand their approach to risk and money habits
- **Goal-based financial planning** across common milestones such as **retirement**, **education**, **buying a home**, **building a safety net**, **tax-free saving**, and **travel**
- **Financial education content** via its Money Matters feed and newsletter for updates and insights
- **Advisory services**, including **insurance advice** and **investment advice**, supported by client-advisor collaboration tools (including the FinMeUp Fire advisor portal)

Available on **Web**. 

Target audience: **B2B2C**, serving South African consumers seeking goal-based financial planning and advisors who need a platform for client support, administration, and compliance workflows.

Notable in the South African market for growing from an award-winning financial education app with **83,000+ community members** into a planning and advisory business, and for recognition including **KPMG Tech Innovator Finalist**, **Global Startup Awards Africa Regional EdTech Winner**, and **No. 1 in Education on the App Store (2022)**. It also states it is regulated as a juristic representative under **ZAQ Wealth (Authorised FSP No. 51310)**.

## Features

- [Fintech](/categories/fintech): Category
- [B2C](/tags/b2c): Product feature or technology
- [Personal Finance](/tags/personal-finance): Product feature or technology
- [Wealth Management](/tags/wealth-management): Product feature or technology
- [South Africa](/countries/south-africa): Market

## Related pages

- [Alternatives](/finmeup/alternatives)
- [Reviews](/finmeup/reviews)
- [Transparency](/finmeup/transparency)

## Access and citation

- [Canonical HTML page](https://liners.com/finmeup)
- [Markdown route index](/sitemap.md)
- [Agent access guide](/llms.txt)