Wealth Creation

Constructing a plan to grow your portfolio of assets in the best possible way. These assets may be used to fund your current lifestyle, the education of your children or even your golden retirement years. Each portfolio is customized to suit your exact requirements.

WEALTH CREATION SERVICES

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

PRODUCT PROVIDERS

ONGOING ADVICE FEE

THE ANNUAL ADVISORY FEE IS BASED ON THE VALUE OF THE PORTFOLIO FOR ONGOING ADVICE, REPORTING AND MONITORING AND ADMINISTRATIVE DUTIES. THIS FEE IS CALCULATED DAILY AND WILL BE DEDUCTED FROM YOUR PORTFOLIO AND PAID OVER TO WEALTHUP ON A MONTHLY BASIS AND EXCLUDES VAT.

%

FIRST R2.5M

%

NEXT R2.5M

%

NEXT R2.5M

%

ABOVE R10m

Taking Money Offshore?

We use Currency Partners to assist our clients to take money offshore. This includes opening bank accounts as well as the necessary tax clearance certificates and currency conversion.

Schedule an Appointment

Our first meetings are free of charge. We'd love to meet you at our offices in Durbanville. We will discuss our Wealth Creation process and answer any questions you may have.

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