• IWM Wealth Managers
  • IWM Wealth Managers
  • IWM Wealth Managers
  • IWM Wealth Managers

welcome

The leader in personalised solutions for you, fulfilling all your needs and expectations in a continually changing global environment by offering an all inclusive financial services solution. Our service is based on the pillars of independence, trust, integrity, care, service and communication.

Our Pledge
Our pledge is to provide a quality proactive service, recommending and implementing sound financial advice, with a view to building wealth within ongoing and long-standing relationships. Our clients' interests come before our own at all times.
Our value proposition

 

INDEPENDENCE We are not aligned to any life company or investment house. Our advice is independently researched for your benefit
TRUST and INTEGRITY We are a long-standing financial practice with an enviable reputation for honesty and integrity. We understand the need for security of information and confidentiality. Your privacy in financial matters is paramount to us.
CARE We take time to understand our clients unique circumstances to ensure they achieve their financial goals.  Our clients success matters to us.
QUALITY We are striving to set the standard in the regulated environment of financial planning. We continually keep abreast of legislation and industry changes to provide our clients with top quality advice and service.
SERVICE and COMMUNICATION We are committed and passionate about our role as financial planners. Apart from regular personal interaction, we educate our clients through exposure to other experts and regular presentations by specialists.

 

How we take care of your needs

pic-iwm-building-exterior

Independent Wealth Managers believes in taking the time to understand your particular needs and circumstances and matching these with a unique, individually researched solution. We do this through analysis, planning, making recommendations and implementing informed financial decisions. We systematically evaluate and verify information, identify the risks and issues, and we prepare a complete and comprehensive financial analysis.

We holistically assess:

  • Adequacy of retirement capital
  • Adequacy of capital on death and disability
  • Tax planning
  • Estate planning
  • Investment planning
  • Whether your business and personal interests are aligned.

We prepare a comprehensive personalised solution to achieve your goals and aspirations.

Upon becoming a client you will receive:

  • An introduction to our team and service offering
  • A clear service agreement
  • A detailed questionnaire and initial consultation covering:
    your immediate requirements; and those you may not be aware of
    Construction of a full financial plan to meet your needs
  • Implementation of your personalised financial strategy
  • Proactive regular portfolio reviews
  • Specialised service staff on call
  • Our unique members-only seminar programme
Why appoint Independent Wealth Managers

pic-iwm-reception-area
Independent

Because we are not aligned to a product provider you will have more options to make informed decisions.

Holistic

We provide advice on a complete and comprehensive financial analysis with the big picture in mind. All of our clients’ needs are addressed, known and unknown to them, taking existing provisions into account.

Relevant

Our advice is specific to each client’s different needs and reviewed regularly to remain relevant to these needs at the time, thus providing better than average return because of timely action. We will update you with relevant information regarding economic and legislative changes which could minimise the impact on your financial success. Our trustworthy advice is based on a well constructed analysis of your portfolio. With this dynamic plan which adjusts with changing circumstances, we can help you achieve your goals for yourself and your family.

Transparent

Our advice and products are always presented in an understandable and objective manner which enable you to make an informed decision. You will know what you are receiving, how much it costs, and what difference it will make to your needs.

How can Independent Wealth Managers help you?

The best way to master your financial affairs is to seek the advice of an expert. Independent Wealth Managers will work through each stage of the planning process with you, and help you manage the trade-off between satisfying your current needs and ensuring that your long-term financial goals are not only met, but exceeded. Independent Wealth Managers can assist you in the following areas:

  • Growing your wealth
  • Choosing investments
  • Constructing portfolios that align with your objectives
  • Assurance
  • Retirement
  • Estate planning
 
Friday, 03 September 2010
Status ZARZAR
Status EUREUR
Status USDUSD