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:
Our principled, thorough approach is driven by putting our clients first.
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.
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.