Company Email Format Management

WealthUp

Financial Services Durbanville, Western Cape, Za 7 employees

Employees: 7

wealthup.co.za LinkedIn

WealthUp Overview

Headquarters: Durbanville, Western Cape, Za
Phone Number: Available in AeroLeads
Website: wealthup.co.za
Industry: Financial Services
Employees: 7
Founded: 2012
Funding: ,
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Planning Investment Advice Estate Planning Retirement Planning Employee Benefits

About WealthUp

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.' 🌟

WealthUp Contact Details

People in AeroLeads: 3

WealthUp Org Chart

Sample employees and titles

Name	Title	Location	Contact
Celia Meyer	Trainee Financial Planner at Wealthup		View
Mireille Fenwick	Financial Advisor at Wealthup	City of Cape Town, Western Cape, South Africa	View
Marguerite Engelbrecht	Financial Freedom Coach / Certified		View