Wealthup
Insurance in Cape Town

an independent fee-based financial planning practice focused on helping you control the finances of your personal and business life.

Entry Processes (the number of processes running concurrently) We assist our clients to create and protect their wealth through holistic financial planning and implementation. 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. 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. Ensuring that you have the necessary funds to cover your children’s education expenses to provide them with the best possible future. 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. An introduction to WealthUp, our team of skilled financial planners and the financial planning services we offer. We will collect all relevant information to assess your current financial position. We will further guide you to determine your goals and objectives. We will assess your information and provide you with a cost estimate of our services and solutions. Our team will craft a financial plan consisting of strategies and solutions tailored to your personal needs and affordability. Once we agree on a suitable plan, it will be implemented in the most cost effective and efficient manner. The plan will be flexible enough to accommodate future changes in goals and objectives. We will agree to meet regularly to review and adjust your implemented financial plan. We strive to educate and collaborate with our clients to make a difference in their lives.