Independent Boutique Financial Planning
We assist our clients to create and protect their wealth through holistic financial planning and implementation
WEALTH CREATION SERVICES
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.
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.
Ensuring that you have the necessary funds to cover your children’s education expenses to provide them with the best possible future
WEALTH PROTECTION SERVICES
The WealthUp Planning 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.
We strive to educate and collaborate with our clients to make a difference in their lives.
9 Queen Street Durbanville • 021 300 8056
Wealthup is an Authorised Financial Services Provider 43925