WEALTH CREATION

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

Learn why we partnered with PortfolioMetrix to build client portfolios

WEALTH PROTECTION

Risk Planning

Ensuring that you have suitable cover in place to ensure that you and your dependents will be able to retain your current standard of living if you pass away, become disabled or cannot perform your occupation.

Estate Planning

conducting an estate analysis to ensure that your financial dependents will be able to receive the necessary amounts after estate expenses. These expenses range from estate duties, income taxes and executor’s fees.

Health Planning

Ensuring that you have suitable cover in place to match your medical expense needs. This includes Medical Scheme cover as well as Medical Shortfall cover.

ACCREDITATIONS

WealthUp is an FPI Professional Practice™

WealthUp is a registered Financial Services Provider 43925

WEALTHUP PROCESS

1. Establish Relationship

An introduction to WealthUp, our team of skilled financial planners and the financial planning services we offer.

2. Collecting Information

We will collect all relevant information to assess your current financial position. We will further guide you to determine your goals and objectives.

3. Analyse & Assess

We will assess your information and provide you with a cost estimate of our services and solutions

4. Crafting a Plan

Our team will craft a financial plan consisting of strategies and solutions tailored to your personal needs and affordability.

5. Implementing Your Plan

Once we agree on a suitable plan, it will be implemented in the most cost effective and efficient manner. The plan will be flexible enough to accommodate future changes in goals and objectives.

6. Regular Reviews

We will agree to meet regularly to review and adjust your implemented financial plan.

Mission

We strive to educate and collaborate with our clients to make a difference in their lives.

FSP

Financial Services Provider 43925

Contact

(t) 021 300 8056
(e) info@wealthup.co.za