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Contact information

 
 
0210125800 / 0824281529
 
19 King Street, Durbanville, 7550
 
https://www.wealthup.co.za

About

I entered the financial services industry in 1997 after starting my career in the mechanical engineering field some years earlier. I believe that to be on top of your game it is necessary to continuously upskill yourself and keep up with technology and current trends.

Early in my career, I obtained my Post Graduate Diploma in Financial Planning and I became accredited as a Certified Financial Planner®. I furthered my studies by obtaining my Advanced Postgraduate Diploma majoring in investments and estate planning.

The best reward that I can receive is when clients thank me for making a difference in their lives. I am client focused and endeavour to plan around the needs of each client. In order to provide optimal service I commit to partner with only 100 clients in support of WealthUp’s client servicing policy. I can proudly say that many of my clients have been advised by me for more than a decade.

Company info

WealthUp is a client focused, fee-based, boutique financial planning business. We believe that a financial plan cannot be constructed without gaining a deep understanding of our client’s history and experience with money. We also believe that clients should be rewarded and enjoy the fruits of their hard work during their lives and not only after retirement.

We go the extra mile when consulting with our clients by adopting a 3 tier approach starting with life planning, followed by financial planning and finally we construct a financial plan. This plan is monitored and adjusted as goals and circumstances change. This approach ensures that achievable goals can be met in a structured disciplined manner.

We are a team of 6 like-minded individuals who serve our global clients as a team and all our lead advisors are CFP® professionals.

We are fiercely independent and our services do not require the purchase of a product. Our motto: Live life fully now.

Marius on Moneyweb

Should I switch out of my Coronation living annuity?

11 May 2022
This decision should be led by your view of China’s potential growth. ...

How should I go about finding a good financial advisor?

28 Apr 2022
I've met with three, with unsatisfactory outcomes. ...

I have offshore funds in a foreign bank. How can I invest these offshore?

31 Mar 2022
Three advisors answer this reader's question. ...

Should I pay my R10k available monthly into my bond or use it elsewhere?

8 Mar 2022
It depends on your overall current financial position. ...

Will I pay less tax if my father’s life policy is paid into my trust?

3 Mar 2022
Beneficiaries are not liable for tax on life assurance proceeds they receive, but there are a number of variables that need to be considered. ...

What amount should I set aside to invest for my child’s education?

1 Mar 2022    1
It depends on how much you have available and how much the anticipated fees are going to be. ...

At 35, would a five- or 10-year RSA Retail Bond be a good investment?

2 Dec 2021    2
Retail bonds are good solutions for retired individuals who need the income and who receive additional tax rebates. ...

Should I cash in my preservation fund to buy a rental property to supplement my income?

30 Nov 2021    5
Advantages and disadvantages of taking this approach. ...

Should you give your children an early inheritance?

12 Nov 2021
Marius Fenwick of WealthUp discusses what parents need to think about, from the best way to distribute their assets to the various taxes to take into account, with advice on how to think about sharing ...

Should I invest in a South African RA if I will be emigrating in the next two years?

19 Oct 2021    33
Would it be wiser to invest in a tax-free savings account or a normal investment account? ...
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Marius's views

We all need good news… let’s connect the dots

18 May 2022
A look at some of the positive milestones SA has achieved. ...

The optimal offshore exposure in a living annuity

26 Apr 2022
It depends on the level of income that you draw against the investment value. ...

The double-edged sword

13 Apr 2022
Too much savings in retirement funds and too much emphasis on your primary residence can lead to future hardship… ...

Investors’ ‘safe asset dilemma’

7 Apr 2022    1
Be prepared for higher levels of volatility in so-called low-risk funds. The 60/40 conundrum. ...

Price matters when you invest

14 Feb 2022
There comes a time to buy and a time to sell… ...

Prepare for higher inflation and interest rates – how robust is your portfolio?

21 Jan 2022
The only asset class that benefits from higher interest rates is cash. ...

Losing a loved one: The challenges, lessons, and emotions

14 Jan 2022
It is important to let people know exactly how you wish to be treated after your death. ...

Did you know that your investment portfolio is probably exposed to Eskom?

22 Dec 2021
And that is not necessarily a bad thing… ...

2021 investment returns were exceptional

13 Dec 2021
Do you feel lucky going forward? ...

Investing in property: The good, bad and the ugly

17 Nov 2021
Property is a great diversifier in a portfolio. However, like any asset, be mindful of the price you pay for it. ...

Do you really need a financial advisor?

10 Nov 2021
For those who battle to remain sane during trying times, contracting a suitably qualified financial planner may be preferred. ...

Inclusive financial planning – involve your life partner

27 Oct 2021
It is your responsibility to keep your life partner informed of what their financial lives are going to be like should you pass on tomorrow. ...

Retirement blues

13 Oct 2021    4
Retirement can be very traumatic, but it does not have to be and fortunately for many retirees it is not. ...

The active vs passive fund debate: Which is best?

30 Sep 2021    10
By using a combination of active and passive fund managers one ends up with the best of both worlds. ...

Prudent investing – during all walks and phases of life

22 Sep 2021    7
A guide to assist you in times of uncertainty caused by life changes or any other eventuality. ...

Living annuities: Be careful, too much offshore exposure can hurt you

16 Sep 2021    6
To minimise volatility within a living annuity a suitable amount of capital must always be retained in the currency that you live in. ...

Understand your most important asset – your retirement fund

7 Sep 2021    4
Seven questions you need to ask to understand your fund better. ...

Investments: Beware of the cost of conservatism

1 Sep 2021
In order for conservative investors to reach their long-term investment goal, they will have to invest more than a person who is willing and able to accept higher levels of volatility. ...

Financial planning: It’s all about the income

20 Aug 2021    2
Financial planning should be all-encompassing and take all your assets and sources of income into consideration. ...
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