DURBANVILLE FINANCIAL ADVISOR

ANDRE JANSEN VAN VUUREN
 Andre Jansen van Vuuren
Firm WealthUp
Suburb Durbanville
Address 9 Queen Street, Durbanville, Cape Town, 7550
See Map
GPS -18.644390, 33.831633
FSP Licence 43925
Languages English, Afrikaans (in order of proficiency)
Email
Tel 0213008056
Fax 0862355644
Website www.wealthup.co.za
Qualifications
Wealth Planning Certificate 
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Risk Policy Structures | Investment Reviews | Investment Asset Allocation vs Personality Profile | Cash Flow Analysis
COMPANIES REPRESENTED




OTHER COMPANIES REPRESENTED

BrightRock, FMI, Stanlib, Zestlife, Stratum

EXPERIENCE

I have, since 2005, been assiting business owners, families and individuals to be cognisant of what they pay for, how their assets allocation compares to their personality and how asset growth reduces the need for insurance. 

My aim has always been to focus on financial planning and not on selling a product. This mindset has allowed me to build a sound client base with strong relationships with amazing clients who has over the years become friends.  

ABOUT FIRM

WealthUp is a boutique financial advisory practise and we pride ourselves on our intellectual capital, world class systems, independence and the integrity of our professional financial planners. We are 1 of only 13 practices in South Africa that have been accredited with the "FPi Approved Professional Practice" status. (FPi - Financial Planning Institute)

The principals as well as the professional financial planners of WealthUp are passionate about the financial planning industry. Since 2010 the financial services industry has started a structural reform which we fully endorse.

WealthUp was born in 2011 with the intent to become the financial advisory practise of choice. From day one we agreed that optimal service cannot be provided to a large client base. With this in mind we placed a restriction on the number of clients each professional advisor may have.

To ensure that all clients receive the best advice, clients and solutions are discussed at team level and income is shared.

OTHER LISTED MEMBERS OF THIS FIRM

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R0.00
Recurring monthly: R0.00
Remuneration Fee OR commission
Legal structure of employer (Pty) Ltd company
Number of staff 6 - 10
Indemnity insurance Insurance: yes
Value: R5000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
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