About Us

WealthUp is an independent financial planning firm based in Cape Town, South Africa, founded in 2012.

We provide fee-based financial advice to individuals, families, and businesses, with a focus on helping clients navigate major life transitions such as retirement, divorce, or the loss of a spouse.

Who We Serve

We primarily work with individuals and families who are going through significant life changes and need clarity, structure, and a trusted thinking partner for their financial decisions.

Many of our clients are analytical professionals who value a collaborative, long-term approach to financial planning.

Our Approach

We believe that financial planning is not just about numbers, but about helping people make confident decisions during uncertain times.

Our process is structured, collaborative, and designed to simplify complexity, giving clients clarity and peace of mind.

What We Do

Our services include:

  • Comprehensive financial planning

  • Retirement and investment planning

  • Cash flow and income structuring

  • Estate and legacy planning

  • Employee benefits and corporate financial advice

Credentials & Regulation

WealthUp (Pty) Ltd is an authorised Financial Services Provider (FSP) number 43925.

We operate as an independent, fee-based practice and are committed to acting in our clients’ best interests at all times.