Intellivest Financial Services (IFS) was founded on the principle of providing our clients with peace of mind concerning their wealth. This is done by treasuring a long term relationship with each client, ensuring that our specialist professional skills are applied in striving towards achieving the ultimate sustainable lifestyle of each individual client, as well as SME employee.
The financial advisers and portfolio managers at IFS specialise in the following services and products:
- Complete customised financial analysis and planning at no charge;
- Tailor-made retirement funds for small and medium enterprises (SME’s).
- Retirement planning and strategies, using various retirement products;
- Discretionary equity investment portfolios;
- Estate planning and will structuring.