THE TEAM

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Louis van der Merwe, CFP® CeFT®

📞 021 012 5801
✉️ louis@wealthup.co.za

Strategic | Learner | Achiever
Ideation | Responsibility

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Kerry Bird

📞 021 012 5805
✉️ kerry@wealthup.co.za

Woo | Restorative | Harmony Communication | Empathy

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Yolanda du Randt

📞 021 012 5808
✉️ yolanda@wealthup.co.za

Developer | Arranger | Positivity
Responsibility | Learner

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Marius Fenwick, CFP® CPRC

📞 021 012 5802
✉️ marius@wealthup.co.za

Relator | Achiever | Positivity Activator | Strategic

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Mireille Fenwick, FSA™

📞 021 012 5803
✉️ mireille@wealthup.co.za

Discipline | Consistency
Empathy | Harmony | Developer

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Marguerite Engelbrecht, CFP®

📞 021 012 5804
✉️ marguerite@wealthup.co.za

Learner | Connectedness
Ideation | Belief | Developer

A smiling woman with long blonde hair wearing a sleeveless brown top and light-colored pants, posing indoors against a white wall with framed artwork.

Celia Meyer

📞 021 012 5809
✉️ celia@wealthup.co.za

Restorative | Responsibility
Input | Arranger | Communication

 We subscribe to the FPI’s code of ethics and professional responsibility.
We commit to do the following:

  • Continue to place our clients interest first

  • Provide professional services with integrity

  • Provide professional services objectively

  • Be fair and reasonable in all professional relationships
    and disclose and manage conflicts of interest

  • Act in a manner that demonstrates exemplary professional conduct

  • Maintain the abilities, skills and knowledge necessary
    to provide professional services competently

  • Protect the confidentiality of all client information

  • Provide professional services diligently

  • Fulfil our professional commitments promptly and thoroughly and taking due care
    when planning, supervising and delivering professional services