Our business is built on a team based culture. Our staff are hand picked for their unique skills, client focus and professionalism. From our Durban-based office we service clients throughout South Africa and abroad with key staff working for you as one of our valued clients. Being a prominent financial services company means that we are able to negotiate favourable rates and customised solutions available within the financial services industry. All of our expert staff share:
EXPERIENCE
Our team have years of experience in financial services and receive continuous training to ensure we understand this complex and changing industry at all times.
RESULTS DRIVEN
Your success is our success.
QUALIFIED
All of our advisers hold degrees as well as the world recognised Certified Financial Planner designation.
SPECIALISTS
We have experts on call concentrating in individual fields ensuring you the highest quality of advice. In addition to our own professional team, we have established strategic partnerships with a number of other professionals. Our partnerships with portfolio managers ensures active portfolio management with access to research and technical advice from the country's top economists and investment portfolio management teams. As we are not registered as estate administrators or stockbrokers we are able to call in the services of major institutions when necessary.
TEAM FOCUS
Everyone at Independent Wealth Managers is focused on your success. Our team ensures that there is always somebody to answer queries. Our involvement will assist with the execution of your plan through personalised attention.
FRIENDLY
We want every experience with us to be a pleasure.
In short we are professional, hard working and innovative and we enjoy working with our clients.