Phone: 021 300 8056 Fax : 0862 355 644
Address: 9 Queen Street, Durbanville, Western Cape, South Africa
We assist our clients to create and protect their wealth through holistic financial planning and implementation
Wealthup (Pty) Ltd is a Boutique Independent Financial Planning Practise (FSB Reg. no. 43925). Wealthup is a FPI Approved Professional Practise ™ of which there are currently only 13 in South Africa. We also 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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