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We assist our clients to create and protect their wealth through holistic financial planning and implementation

Phone: 021 012 5800   info@wealthup.co.za 

Address: 19 King Street, Durbanville, 7550

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Wealthup (Pty) Ltd is a Boutique Independent Financial Planning Practise (FSB Reg. no. 43925). We serve on the Allan Gray Independent Advisor Forum which can only happen by invitation. These accolades are testament to the stature of our company. Our focus is to assist individuals and families to ensure that their long term financial planning goals are met. We will be happy to assist you with Estate Planning, Retirement Planning, Investment Planning and we will assess your life assurance requirements. We assure you of personalised, professional and goal orientated advice and service. 

 

Investment Planning

Ensuring that you are able to fund your short, medium and long term goals through investments in various asset classes. Each portfolio is customised to suit your requirements.

 

Retirement Planning

Ensuring that you have adequate wealth at retirement to provide with a secure income. Optimising the taxation benefits and investment strategies are key areas covered.

Education Planning

Ensuring that you have the necessary funds to cover your children’s education expenses to provide them with the best possible future.

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Wealtup is an

Authorised Financial Service Provider

FSP No. 42925

Wealtup is an

Allan Gray Registered 

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