DURBANVILLE FINANCIAL ADVISOR

LOUIS VAN DER MERWE
 Louis van der Merwe
Firm WealthUp
Suburb Durbanville
Address 19 King Street, Durbanville, Cape Town, 7550
See Map
GPS -18.647819, 33.826790
FSP Licence 43925
Languages English, Afrikaans (in order of proficiency)
Email
Tel 0210125800
Fax 0862355644
Website www.wealthup.co.za
Qualifications
  • B.Comm Degree (University of Stellenbosch)
  • Post Graduate Diploma in Financial Planning
    (University of Stellenbosch) (cum laude)
  • Advanced Post Graduate Diploma in Financial Planning
    (University of Free State)
  • Certified Financial PlannerĀ®
  • Regulatory Exam - Representative
  • Regulatory Exam - Key Individual
SERVICES
Retirement
Investments
Life and Disability
Offshore Investment
Group Schemes

FOCUS

Group Umbrella Funds including Pension Funds and Provident Funds as well as group risk benefits

OTHER SERVICES

Group Umbrella Funds including Pension Funds and Provident Funds

COMPANIES REPRESENTED




OTHER COMPANIES REPRESENTED

Allan Gray Umbrella Fund, TSA, BrightRock
Companies through which more than 30% of income is derived:
Allan Gray

EXPERIENCE

  • Director and Co-Founder from 2013 to current at WealthUp
  • Financial Planner from 2009 to 2012 at Mazars Financial Services

ABOUT FIRM

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. 

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.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R2000000.00
Recurring monthly: not specified
Remuneration Salary
Legal structure of employer (Pty) Ltd company
Number of staff 6 - 10
Indemnity insurance Insurance: yes
Value: R5000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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