Louis van der Merwe & Marius Fenwick, WealthUp Co-founders

Guiding your money — and your life — with purpose

At WealthUp

A coffee cup on a saucer with a spoon, a closed notebook labeled 'WEALTHUP', a laptop, and some papers on a wooden table.

we help you bring confidence and clarity to life’s financial transitions. Whether you’re navigating widowhood, divorce, retirement, or another major change, our team of financial planners partners with you to make thoughtful, values-based decisions about your money and your future.

Since 2012, we’ve guided South Africans through seasons of uncertainty — helping them align their finances with what matters most. We believe financial planning isn’t only about numbers; it’s about people, purpose, and the peace of mind that comes from knowing you’re supported by a team who understands your journey.

Four people having a meeting around a wooden table in a modern office, with a laptop, papers, cups, and a flower vase on the table. A bookshelf with books in the background and a leafy wallpaper on the wall.

As Certified Financial Planners (CFP®) and members of the Financial Planning Institute of Southern Africa and the Financial Transitionist Institute, we combine technical expertise with empathy and structure. Our approach helps you regain control, build confidence, and create a plan that reflects your goals, your values, and your lifestyle.

Whether you’re re-evaluating your investments, planning income after loss, or simply seeking clarity about your next steps, WealthUp offers a safe, practical space to think clearly and move forward.

Let’s make your financial plan work for your life — not the other way around.

LATEST ARTICLES

  • Aerial view of ocean waves crashing onto sandy beach.

    THE UNCOMFORTABLE PROCESS OF A DEATH CLAIM ON A RETIREMENT FUND

    Article by Marius Fenwick, CFP® CPRC

    Read Now
  • misty mountains

    SA’S HIDDEN POWERHOUSE: CHANGING OUR MINDSET ABOUT INVESTMENTS AND THE INFORMAL ECONOMY

    Article by Marius Fenwick, CFP® CPRC

    Read Now
  • Sand dunes in a desert under a partly cloudy sky.

    WHEN PLANS GO SIDEWAYS: INSIDE THE DAILY LIVES OF FINANCIAL PLANNERS

    Article by Marius Fenwick, CFP® CPRC

    Read Now
  • Snow-capped mountains behind green rolling hills and grassland under a cloudy sky.

    HOW SHOULD YOU TREAT YOUR MATURING RETIREMENT ANNUITY?

    Article by Marius Fenwick, CFP® CPRC

    Read Now

HOW WE CAN HELP YOU

  • A girl sitting on a park bench overlooking a landscape at sunset, with rolling hills and a warm sky.

    Financial Planning

    Helping you align your money with your life

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  • Four orange and black butterflies in flight, captured with a slow shutter speed against a black background.

    Financial Transitions

    Guiding you through your major life transitions

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PROFESSIONAL BODIES

  • Logo of Financial Planning Institute of Southern Africa with text 'The Professional Standard'

    Financial Planning Institute

    We subscribe to the ethics, procedures and standards of the Financial Planning Institute of Southern Africa

  • Logo of Financial Transitionist Institute with green and white design and text

    Financial Transitionist Institute

    We subscribe to the global procedures, ethics and standards of the Financial Transitionist Institute