Wealthup

Wealthup WealthUp is a boutique financial planning firm with a client-focused, fee-based approach.

We assist our clients to create and protect their wealth through holistic financial planning and implementation.

Your energy is valuable.Protect it the same way you protect your finances — thoughtfully and intentionally. 🌿
12/06/2026

Your energy is valuable.

Protect it the same way you protect your finances — thoughtfully and intentionally. 🌿

We’re excited to share that Louis van der Merwe will be joining Bridget Masinga on SAfm’s The Full Circle tomorrow after...
09/06/2026

We’re excited to share that Louis van der Merwe will be joining Bridget Masinga on SAfm’s The Full Circle tomorrow afternoon.

Tune in on Wednesday, 10 June, from 14:10–14:30.

Take a moment to reflect on how far you’ve come.Growth doesn’t always happen loudly. Often it’s found in the small, stea...
05/06/2026

Take a moment to reflect on how far you’ve come.

Growth doesn’t always happen loudly. Often it’s found in the small, steady progress we barely notice day to day. 🌅

In a world that constantly pushes productivity, don’t underestimate the value of rest. ✨Sometimes the best investment yo...
29/05/2026

In a world that constantly pushes productivity, don’t underestimate the value of rest. ✨

Sometimes the best investment you can make is in your own well-being.

Financial wellness isn’t only about numbers...it’s about peace of mind too. 🌿Creating healthy money habits can bring mor...
22/05/2026

Financial wellness isn’t only about numbers...it’s about peace of mind too. 🌿

Creating healthy money habits can bring more calm, confidence, and balance into everyday life.

Optimising your tax-free investment: Is a TFI worth it?Are tax-free investments worth the R500k limit? Here’s a breakdow...
21/05/2026

Optimising your tax-free investment: Is a TFI worth it?

Are tax-free investments worth the R500k limit? Here’s a breakdown of the rules and limits before deciding whether they’re worth using.

Read the full article by Marius Fenwick CFP® CPRC

https://www.wealthup.co.za/articles/is-a-tfi-worth-it

Short-term decisions can feel urgent, but long-term thinking builds real wealth.When making financial choices, ask yours...
01/05/2026

Short-term decisions can feel urgent, but long-term thinking builds real wealth.

When making financial choices, ask yourself: How will this impact me in five years?

Perspective is powerful.

Optimise your retirement fund cash lump sum – what and how?From PAYE to Vat to CGT, tax will erode your retirement savin...
29/04/2026

Optimise your retirement fund cash lump sum – what and how?

From PAYE to Vat to CGT, tax will erode your retirement savings if you let it. Here’s how what you invest in now determines how much Sars takes in retirement.

Read the full article by
Marius Fenwick CFP® CPRC

www.wealthup.co.za/articles/optimise-your-retirement-fund-cash-lump-sum

Everyone’s financial journey looks different.Comparing your progress to others can create unnecessary pressure.Focus on ...
24/04/2026

Everyone’s financial journey looks different.
Comparing your progress to others can create unnecessary pressure.

Focus on your own goals, pace, and priorities.

Address

19 King Street
Durbanville
7550

Opening Hours

Monday 08:00 - 16:00
Tuesday 08:00 - 16:00
Wednesday 08:00 - 16:00
Thursday 08:00 - 16:00
Friday 08:00 - 16:00

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