WealthUp: Client-Centric Financial Planning 🌿
Founded in 2012, WealthUp is a boutique financial planning firm with a client-focused, fee-based approach. We understand that financial planning is about more than numbers—it's about your unique financial journey.
🔍 What Sets Us Apart:
We believe in understanding your financial history and experiences.
We help you enjoy the fruits of your labor throughout life, not just in retirement.
Tailor-made financial plans that put your needs and wants first.
Our process starts with life planning before crafting actionable financial strategies.
👥 Meet Our Team:
We're a close-knit team of 7 like-minded individuals, working together to serve our global clients. Our lead advisors are all Certified Financial Planners (CFP®).
🌐 Fiercely Independent:
We prioritize your best interests—our services don't require product purchases.
🌟 Our Motto:
'Live life fully now.' 🌟
Company Details
- Employees
- 7
- Founded
- -
- Address
- 19 King Street, Durbanville,south Africa
- Phone
- 65-6521-6690
- in****@****thup.co
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- wealthup.co.za
- Keywords
- Financial Planning, Investment Advice, Estate Planning, Retirement Planning, Employee Benefits.
- HQ
- Durbanville, South Africa
Wealthup Questions
Wealthup's helpline number is 65-6521-6690
Wealthup's website is wealthup.co.za
Wealthup's LinkedIn profile is https://za.linkedin.com/company/wealthup
Wealthup has
7 employees.
View email and phone details for 7
employees at Wealthup.
Wealthup's industry is
Financial Services
Wealthup's support email address is info@wealthup.co
Wealthup's categories are Financial Services
Wealthup's founding year is 2012
