Wealth Protection

Constructing a plan to protect your most important assets. These assets may be your health or your future income stream, investments assets or even protecting your loved ones if you can no longer provide for them.

WEALTH PROTECTION SERVICES

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.

Product Providers

Schedule an Appointment

Our first meetings are free of charge. We’d love to meet you!

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