9 Queen Street, Durbanville, Cape Town, 7550
|Languages||English, Afrikaans (in order of proficiency)|
(University of Stellenbosch) (cum laude)
(University of Free State)
|Life and Disability|
FOCUSGroup Umbrella Funds including Pension Funds and Provident Funds as well as group risk benefits
Group Umbrella Funds including Pension Funds and Provident Funds
OTHER COMPANIES REPRESENTED
Allan Gray Umbrella Fund, TSA, BrightRock
Companies through which more than 30% of income is derived:
WealthUp is a boutique financial advisory practise and we pride ourselves on our intellectual capital, world class systems, independence and the integrity of our professional financial planners. We are 1 of only 13 practices in South Africa that have been accredited with the "FPI Approved Professional Practice" status. (FPI - Financial Planning Institute)
The principals as well as the professional financial planners of WealthUp are passionate about the financial planning industry. Since 2010 the financial services industry has started a structural reform which we fully endorse.
WealthUp was born in 2011 with the intent to become the financial advisory practise of choice. From day one we agreed that optimal service cannot be provided to a large client base. With this in mind we placed a restriction on the number of clients each professional advisor may have.
To ensure that all clients receive the best advice, clients and solutions are discussed at team level and income is shared.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R2000000.00
Recurring monthly: not specified
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||6 - 10|
|Indemnity insurance||Insurance: yes