Log InSign UpBook a Consultation
Private client consultation

Speak to a broker,not a screen.

Book a consultation and talk directly with a senior Uptrade broker about your portfolio, your goals, and where the market sits today. No obligation, no commitment.

  • A clear read on your current position
  • An honest view of the market, with no hype and no pressure
  • A dedicated broker matched to your situation
  • Answers to whatever you're weighing up
TrustpilotAUSTRACregisteredFireblockscustody

Book a Consultation

Leave your details and a broker will be in touch.

A broker will be in touch. No obligation.

Thanks, we've got your details.

A senior broker will be in touch shortly to arrange your consultation. No obligation, no commitment.

Why a consultation

A broker, not a screen.

Most people start out trading alone on a self-serve exchange. A consultation is where that changes: you get a person, not a platform.

Someone who knows you

A dedicated broker who understands your portfolio and goals, reachable directly, not a ticket queue or a chatbot.

Clarity before you commit

An honest read on where things sit, so any decision you make is an informed one. Guidance, not pressure.

Built for what matters

Institutional custody via Fireblocks and OTC execution for larger trades. These are the parts an exchange leaves to you.

What to expect

How the call works.

A straightforward conversation. No script, no sales pitch.

01

A quick intro

We learn what brought you here and what you're hoping to get out of the conversation.

02

Your situation

We talk through your current position, your goals, and where crypto fits for you.

03

An honest read

A clear, factual view of where the market sits today. General information, not advice.

04

Your broker assigned

If it's a fit, you're matched with a dedicated broker who stays with you from there.

Always on

Markets don't sleep.
Neither does your broker.

10+
Years average broker experience
24/7
Human support, every time zone
$1B+
Custody capacity via Fireblocks
500+
Digital assets available
Reviews

What our clients say.

Excellent
Rated4.9 / 5on Trustpilot · Based on[X]reviewsstub

The call was genuinely useful

No pressure at all. My broker gave me a clear picture of where things stood and answered every question I had. I booked because I wanted clarity, and I got it.

[Reviewer name] · [date]wire live feed

A real person, every time

I have the same broker every time I call. They know my situation, so I'm not explaining myself from scratch. That continuity is what I was missing on an exchange.

[Reviewer name] · [date]wire live feed

Booked, and glad I did

I was on the fence about moving from an exchange. The consultation answered the custody and security questions I cared about, with no hard sell.

[Reviewer name] · [date]wire live feed
Showing recent 5-star reviews.See all reviews →
FAQ

Before you book.

Is the call free?

Yes. The consultation is a no-obligation conversation. You leave your details, a broker gets in touch, and you talk through your situation. There's no commitment to go any further.

What happens on the call?

A senior broker learns about your situation and goals, gives you an honest, factual read on where the market sits, and answers whatever you're weighing up. If it's a fit, you're matched with a dedicated broker who stays with you from there.

Do I need to be ready to invest?

No. Plenty of people book simply to get clarity before deciding anything. The call is about understanding your options, with no expectation that you act on the day, or at all.

Do I need crypto experience?

Not at all. Whether you're completely new or already hold a portfolio, your broker meets you where you are and explains things in plain English. The whole point is that you don't have to figure it out alone.

Is Uptrade regulated?

Uptrade is registered with AUSTRAC as a Digital Currency Exchange Provider (DCE100856266-001) and operates in compliance with its regulatory obligations.

How is a broker different from an exchange?

On a self-serve exchange you trade alone and manage your own custody. A broker executes on your behalf, confirms pricing with you before you commit, and settles your assets into institutional custody.See the full comparison.

Ready when you are

Get a broker in your corner.

Leave your details and a senior broker will be in touch. No obligation, no commitment. Just a clear conversation about where you are and where you want to go.