Investment & Financial Advisory Firm | Investinum
Investment & Financial Advisory Firm | Investinum
Investinum is an owner-led advisory firm that provides experienced investment thinking with your complete financial position in mind.
Our advisors combine comprehensive investment and financial expertise across your personal, retirement and business needs. We advise with your current reality and long-term goals in mind, while staying accountable for every recommendation we make.
A recent independent FSCA financial study suggests that South Africans are not necessarily rejecting financial advice. They are questioning what they are paying for and how well the products they hold work for them.
At Investinum we assess what you already have before proposing any changes, explaining the costs, risks and trade-offs involved. We believe every investment decision should support your goals, timeframe and wider financial position.
At Investinum we assess what you already have before proposing any changes, explaining the costs, risks and trade-offs involved. We believe every investment decision should support your goals, timeframe and wider financial position.
Investment advice shaped by real fund management experience, careful performance analysis and an understanding of the risk involved.
We help to align your investment structures with retirement, financial and estate planning.
Structured retirement and benefit advice for employers, trustees and fund members
Continuity, succession and ownership planning with a distinctive investment focus.
Established Private Clients
Employers & Retirement Funds
Institutions & Professional Partners
Investment decisions are shaped by a careful review of your current structures, the risks you face and your long-term view in mind.
We stay reachable after every recommendation and are directly accountable for it.
We clearly explain the costs, risks and limitations of every decision. When a better decision is to wait, retain or simplify, we say so.
Investment decisions are considered alongside retirement planning, risk protection, healthcare and business needs, and your integrated financial plan.
Investinum is an investment and financial advisory firm. We provide investment advice and portfolio guidance, supported by financial planning across retirement, personal protection, employee benefits and business needs. Investment remains at the centre of what we do, with your wider financial position considered around it.
The adviser responsible for your recommendation remains involved. They explain the reasoning behind the advice, remain available for questions and continue to take responsibility as your investments, circumstances and priorities change.
Long-term investment thinking drives our approach. Retirement, protection, healthcare and business considerations are brought into the picture because they can affect the investment decisions you make.
Yes. Investinum is a licensed Financial Services Provider under the Financial Advisory and Intermediary Services Act (FAIS) and is regulated by the Financial Sector Conduct Authority (FSCA). Its current licence is Category I.
No. Investinum holds a Category I FSP licence. Under this category, you make the final investment decision on any advice given.
Yes. We work with employers, trustees and retirement fund decision-makers on pension and provident fund solutions, group risk benefits, employee benefit reviews and investment advice for retirement fund assets.
Bring your investments and wider financial position into one considered conversation, with an adviser who remains directly involved.