Andre Jansen van Vuuren
Firm Name WealthUp
Suburb Durbanville
Address 19 King Street, Durbanville, Cape Town, 7550
See Map
GPS -18.644390, 33.831633
FSP Licence 43925
Languages English, Afrikaans (in order of proficiency)
Email
Tel 0213008056
Fax 0862355644
Website www.wealthup.co.za
LISTED FINANCIAL ADVISORS FROM THIS FIRM
ABOUT FIRM

WealthUp is a boutique financial advisory practise and we pride ourselves on our intellectual capital, world class systems, independence and the integrity of our professional financial planners. We are 1 of only 13 practices in South Africa that have been accredited with the "FPi Approved Professional Practice" status. (FPi - Financial Planning Institute)

The principals as well as the professional financial planners of WealthUp are passionate about the financial planning industry. Since 2010 the financial services industry has started a structural reform which we fully endorse.

WealthUp was born in 2011 with the intent to become the financial advisory practise of choice. From day one we agreed that optimal service cannot be provided to a large client base. With this in mind we placed a restriction on the number of clients each professional advisor may have.

To ensure that all clients receive the best advice, clients and solutions are discussed at team level and income is shared.

SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Risk Structure - Personal and Corporate Investments Reviews Investment Structures
COMPANIES REPRESENTED




OTHER COMPANIES REPRESENTED

BrightRock, FMI, Stanlib, Zestlife, Stratum, Liberty Life
Companies through which more than 30% of income is derived:
Allan Gray

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R500000.00
Recurring monthly: R3000.00
Remuneration Fee OR commission
Legal structure of employer (Pty) Ltd company
Number of staff 6 - 10
Indemnity insurance Insurance: yes
Value: R5000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED