You are currently viewing our desktop site, do you want to download our app instead?
Moneyweb Android App Moneyweb iOS App Moneyweb Mobile Web App

NEW SENS search and JSE share prices

More about the app

 PRINT PROFILE

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  

No articles yet.

Marius's VIEWS  

Prudent investing – during all walks and phases of life

22 September 2021    7    54
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    67
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    52
Seven questions you need to ask to understand your fund better. ...

Investments: Beware of the cost of conservatism

1 September 2021    17
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    86
Financial planning should be all-encompassing and take all your assets and sources of income into consideration. ...
SHOW MORE
INSIDER SUBSCRIPTIONS APP VIDEOS RADIO / LISTEN LIVE SHOP OFFERS WEBINARS NEWSLETTERS TRENDING PORTFOLIO TOOL CPD HUB

Follow us: