Louis van der Merwe, CFP® is the co-founder and director of WealthUp (Pty) Ltd, an FPI Approved Professional Practice™, situated in Durbanville, Cape Town. He was also a finalist in the 2018 Financial Planner of the Year competition.
He completed his B.Comm degree at the University of Stellenbosch as well as the Post Graduate Diploma in Financial Planning (Stellenbosch University) (cum laude). Further to this, he finished his Advanced Post Graduate Diploma in Financial Planning at the University of Free State, specialising in investment management, and has spent the last 10 years providing advice to individuals and companies.
Louis has a passion for technology and entrepreneurship and enjoys spending time trail running in and around Cape Town.
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 of only a few practices in South Africa that have been accredited with the FPI Approved Professional Practice status.
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 practice 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 a team level and income is shared.
For more information visit our website: www.wealthup.co.za or call us on 021 300 8056