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WealthUp (Pty) Ltd 

Prudent investing – during all walks and phases of life

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

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

Seven questions you need to ask to understand your fund better.

Investments: Beware of the cost of conservatism

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

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