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. 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. Wealthup Network Services
Estate & Wills Tax Services
Professional Will Professional Tax
drafting as well as Services
Trust administration Online Tax Returns
Short term Insurance Medical Aid
Personal Independent
& Commercial medical aid
insurance with gap cover
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) and
Advanced Post Graduate Diploma in Asset Management and
Portfolio Construction.
www.wealthup.co.za
