FREQUENTLY ASKED QUESTIONS:
DO YOU OFFER INDEPENDENT ADVICE?
Yes, we are not affiliated with any specific service provider. No service provider has any shareholding in us and nor do we in any of the service providers. We also do not own any of the investment vehicles.
All financial planners earn a salary and share in the profitability of the business.
CAN YOU ASSIST WITH OVERSEAS INVESTMENTS?
Yes, we are able to assist and offer advice on investments both inside of South Africa as well as overseas investments, denominated in a foreign currency, like US Dollar, Euros, Pounds and Yen.
WILL YOU HAVE ACCESS TO MY FUNDS?
No, we utilise investment platforms and service providers. You will invest directly with them and any withdrawals will only pay to your own bank account.
DO YOU HAVE A COMPLIANCE OFFICER?
Yes, we utilise the services of Etude Risk Management as our external compliance officer.
CAN YOU BE THE EXECUTOR OF MY ESTATE?
Yes, WealthUp would gladly assist your family if you pass away to make sure that your estate is wrapped up as quickly as possible and that your family can continue to maintain their lifestyle. We work with various attorneys and family members when needed.
WHAT DO YOU INVEST IN?
We only invest in vehicles that are completely liquid, daily priced, transparent and easy to understand. This means that the instruments must be listed on a stock exchange or regulated as a deposit.
HAVE ANOTHER QUESTION?
We’d love to add it to this list. Please complete the form below and we’ll reply with our answer and post it on this page.