DURBANVILLE FINANCIAL ADVISOR

LOUIS VAN DER MERWE
 Louis van der Merwe
Firm WealthUp
Suburb Durbanville
Address 9 Queen Street, Durbanville, Cape Town, 7550
See Map
GPS -33.831633, 18.644390
FSP Licence 43925
Languages English, Afrikaans (in order of proficiency)
Email
Tel 0213008056
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 Planner®
  • 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. 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.

    OTHER LISTED MEMBERS OF THIS FIRM

    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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