19 King Street, Durbanville, Cape Town, 7550
|Languages||English, Afrikaans (in order of proficiency)|
- Wealth Planning Certificate - 2011
- Regulatory Exam - 2011
|Life and Disability|
FOCUSRisk Structure - Personal and Corporate Investments Reviews Investment Structures
OTHER COMPANIES REPRESENTED
BrightRock, FMI, Stanlib, Zestlife, Stratum, Liberty Life
Companies through which more than 30% of income is derived:
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.
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.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R500000.00
Recurring monthly: R3000.00
|Remuneration||Fee OR commission|
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||6 - 10|
|Indemnity insurance||Insurance: yes