Investment & Financial Advisory Firm | Investinum
Investment & Financial Advisory Firm | Investinum
Investinum is an owner-led investment and financial advisory. Our firm is built on specialised investment thinking where we deliver informed advice with direct accountability.
Len Truter has 18 years of financial services experience, holding a BCom in Risk Management from North-West University, a postgraduate qualification in Financial Planning from the University of the Free State, and CFP® status.
His experience includes co-managing investment wrap funds with Momentum for 12 years, taking part in the associated quarterly and monthly investment process. He was appointed investment adviser to pension fund assets exceeding R2 billion, working alongside fund managers, strategy teams, employers and members.
His wider experience spans life and estate planning, wills, pension and provident funds, medical aid, funeral benefits, long- and short-term insurance, post-retirement medical aid funding, business insurance and retirement planning, together with responsibility for mine rehabilitation funds and Group Personal Accident arrangements.
Deon de Villiers brings 18 years of financial services experience, specialising in risk planning, business insurance, wealth management and group schemes. He holds a Wealth Management qualification (NQF Level 5) from the University of Stellenbosch.
Before joining Investinum, Deon held financial advisory roles at various firms, including at Veridium Capital, Momentum Consult and FFG Potchefstroom.
Before we can make a recommendation, we need to understand your existing position, goals and risks.
We assess your current arrangements, investments, and responsibilities to identify gaps and where change is needed.
We develop a considered strategy based on your objectives and long-term position. The reasoning, costs, risks and limitations are explained clearly so you understand the next recommended steps to take.
Our advice does not end with a recommendation. We remain directly involved to review your portfolio against market changes, personal goals, and evolving business circumstances, and adjust the strategy where there is a sound reason to do so.
Investinum is a Category I Financial Services Provider, licensed under the Financial Advisory and Intermediary Services Act, 2002 (FAIS) and regulated by the Financial Sector Conduct Authority (FSCA). This means we provide financial advice and intermediary services, while you retain the final decision on any investment recommendation.
Institutional & Professional Partnerships
Investinum works with financial institutions, advisory practices, investment committees, product and portfolio providers, corporate investors and selected distribution partners where experienced investment thinking, clearly defined roles and accountable execution matter.
Each engagement is approached with a disciplined process, clear responsibility and reasoning that can be explained to the people who need to stand behind the decision.
Speak to Investinum about your investment strategy, retirement structures, business protection and financial planning.