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.
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.