Integrating and optimising your financial life takes the guidance of attentive, trusted wealth managers.
You will find our highly personalised approach ensures that we gain an in depth understanding of your unique circumstances, a necessity to navigate you in what has become a complex, ever-changing economic landscape.
Our heritage dates back to 2003, when we were established in Durban, KwaZulu Natal. Expanding ourselves and our business purpose, today we advise an affluent base of individuals, private companies and trusts throughout South Africa and abroad.
Independent Wealth Managers is an owner managed, FPI Approved Professional Practice™, we strive for the highest standards of business practices. By applying these high standards, it enables us to provide professional, independent and considered financial guidance.
We make a difference for our client’s by getting to know, understand and guide them and their families, anchoring all our interactions on our core values:
Principled:
Our principled, thorough approach is driven by putting our clients first.
Considered Custodianship:
We are true custodians of our clients’ wealth, futures and legacies. We believe there is no greater responsibility.
Team Based Collaboration:
Our clients find comfort that our team-based approach delivers a unique blend of specialist skill.
Dependability:
Our clients can rely on us as we guide them, building long term relationships based on trust
Our team has been hand-picked for their industry experience, professionalism and commitment to service-excellence. All our planners are experts in financial planning, are members of the Financial Planning Institute of Southern Africa (FPI), are CFP® professionals and have engaged in behavioral and life coaching.
Company Details
- Employees
- 33
- Founded
- -
- Address
- Douglas Saunders Dr, La Lucia,kwazulu-Natal 4159,south Africa
- Phone
- +27 87-150-9848
- in****@****m.co.za
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- iwm.co.za
- Keywords
- Personalised Financial Planning, Wealth Management, Offshore Investment Management, Legacy and Estate Planning, Retirement and Pension Planning, Personal and Business Risk Assurance.
- HQ
- La Lucia, KwaZulu-Natal
Independent Wealth Managers Questions
Independent Wealth Managers's helpline number is +27 87-150-9848
Independent Wealth Managers's website is iwm.co.za
Independent Wealth Managers's LinkedIn profile is https://za.linkedin.com/company/independent-wealth-managers
Independent Wealth Managers has
33 employees.
View email and phone details for 33
employees at Independent Wealth Managers.
Independent Wealth Managers's industry is
Financial Services
Independent Wealth Managers's top competitors are
Consolidated Wealth Group ™,
Pwm Advisors,
Old Mutual Wealth,
Investec,
Independent Wealth Management -,
Fundhouse,
The Robert Group,
Private Client Holdings,
Portfoliometrix,
Asisa Academy.
Independent Wealth Managers's support email address is info@iwm.co.za
Independent Wealth Managers's categories are Financial Services
Independent Wealth Managers's founding year is 2003
