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WealthUp offers expert financial planning tailored to major life transitions such as widowhood, divorce, and retirement, empowering you to make confident, values-based decisions for a secure and clear financial future.
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WealthUp is a South African financial planning firm that helps people make confident, values-based decisions about their money during major life changes. Since 2012, its team has supported clients navigating widowhood, divorce, retirement and other financial transitions, with an approach that combines technical expertise, empathy and practical structure. The firm’s services include financial planning, guidance through life transitions and employee benefits.
Its planners help clients align their finances with their goals, values and lifestyle, including when reviewing investments, planning income after a loss or deciding on next steps. WealthUp aims to provide a supportive space where clients can gain clarity, regain control and build a plan suited to their lives. Its team includes Certified Financial Planners and the firm is affiliated with the Financial Planning Institute of Southern Africa and the Financial Transitionist Institute.
WealthUp also shares financial information through articles and resources, including guidance on budgeting, financial abuse, wills and life files. It is an authorised financial services provider in South Africa
The WealthUp name, logos and brand assets are trademarks of WealthUp and its affiliates. Brandfetch isn't affiliated with or endorsed by WealthUp. Their use is subject to WealthUp's brand guidelines.
