WealthUp: Client-Centric Financial Planning 🌿

Founded in 2012, WealthUp is a boutique financial planning firm with a client-focused, fee-based approach. We understand that financial planning is about more than numbers—it's about your unique financial journey.

🔍 What Sets Us Apart:
We believe in understanding your financial history and experiences.
We help you enjoy the fruits of your labor throughout life, not just in retirement.
Tailor-made financial plans that put your needs and wants first.
Our process starts with life planning before crafting actionable financial strategies.

👥 Meet Our Team:
We're a close-knit team of 7 like-minded individuals, working together to serve our global clients. Our lead advisors are all Certified Financial Planners (CFP®).

🌐 Fiercely Independent:
We prioritize your best interests—our services don't require product purchases.

🌟 Our Motto:
'Live life fully now.' 🌟

Investment Management

Personal Finance

Retirement

WealthUp

WealthUp's headquarters in Durbanville, South Africa

This department provides expert guidance and planning for individuals and businesses in managing their financial resources.

Financial Services

This department provides strategic direction and overall management for the organization.

People (3)

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Other teams

Leadership