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.

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.

Financial success is rarely about luck. It’s about consistency and discipline.Small, smart choices repeated over time c...
17/04/2026

Financial success is rarely about luck. It’s about consistency and discipline.

Small, smart choices repeated over time create powerful results.

Progress doesn’t need to be dramatic to be meaningful.

It’s easy to focus on today’s wants and forget tomorrow’s goals.Finding balance between enjoying life now and planning f...
10/04/2026

It’s easy to focus on today’s wants and forget tomorrow’s goals.

Finding balance between enjoying life now and planning for the future is key to financial wellbeing.

What are you prioritising right now?

Today is a reminder to slow down.Take time to rest, reflect, and appreciate the things that truly matter.Moments of paus...
03/04/2026

Today is a reminder to slow down.

Take time to rest, reflect, and appreciate the things that truly matter.

Moments of pause help us move forward with clarity.

Wishing you a wonderful Easter weekend ahead. 🌿

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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