Everything we do is Focused on your success

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:

Our Core Values

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.

Principled

Our principled, thorough approach is driven by putting our clients first, and treating our clients, team members and stakeholders with integrity, honesty and respect.

Team Based Collaboration

Our clients find comfort that our team-based approach delivers a unique blend of specialist skills.

Dependability

Our clients can consistently rely on us as we guide them, holding ourselves accountable and building long-term relationships based on trust.

Considered Custodianship

We act as custodians of our clients’ wealth, futures and legacies, applying thoughtful stewardship in every decision. There is no greater responsibility.

"When it comes to tackling your financial goals, whatever they might be, there's no time like the present. "

- SUZE ORMAN

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