Wealthup

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Wealthup

  1. 1. Smart & SimpleFinancial Planning
  2. 2. Independent Holistic financial planning Independent We hold no shares in any of our product providers & will only use products that comply with the Wealthup Security Process.We have numerous contracts in place with reputable companies to provide you with the best possible portfolio. Holistic Financial Planning We follow the 6-step financial planning process as prescribed by the Financial Planning Institute.
  3. 3. Smart & Simple Financial Planning Wealth Creation Wealth Protection• Unit Trust • Life Cover• Share Portfolios • Lump Sum Disability• ETF (Exchange Traded Funds) • Income Protection• Retirement Annuities • Critical Illness• Preservation Funds • Retrenchment Protection• Living Annuities
  4. 4. Wealthup Network Services Estate & Wills Tax Services Professional Will Professional Tax drafting as well as ServicesTrust administration Online Tax ReturnsShort term Insurance Medical Aid Personal Independent & Commercial medical aid insurance with gap cover
  5. 5. Louis van der Merwe CERTIFIED FINANCIAL PLANNER ® Louis holds a B.Com degree in Business Science,Post Graduate Diploma in Financial Planning (cum laude) andAdvanced Post Graduate Diploma in Asset Management and Portfolio Construction. www.wealthup.co.za

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