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Contact information

Contact Number: 0210125800 / 0824281529
 
Address: 19 King Street, Durbanville, 7550
 
Website: 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  

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

2 December 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 November 2021    5
Advantages and disadvantages of taking this approach. ...

Should you give your children an early inheritance?

12 November 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 October 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  

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

14 January 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 December 2021
And that is not necessarily a bad thing… ...

2021 investment returns were exceptional

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

Investing in property: The good, bad and the ugly

17 November 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 November 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 October 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 October 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 September 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 September 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 September 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 September 2021    4
Seven questions you need to ask to understand your fund better. ...

Investments: Beware of the cost of conservatism

1 September 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 August 2021    2
Financial planning should be all-encompassing and take all your assets and sources of income into consideration. ...
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