Investment & Financial Advisory Firm | Investinum
Investment & Financial Advisory Firm | Investinum
We help you build an investment strategy that makes sense for where you are now, where you are heading and the level of risk you are prepared to take on.
Strategic investment advice becomes highly valuable when your financial position expands, and your wealth structures become scattered.
Our investment advisory and portfolio solutions are designed to help you:
An investment decision should tell you more than what to do. You should understand why a strategy is being considered, how it fits your objectives and what risks or limitations remain.
12+ years
Experience involving the co-management of investment wrap funds.
R2bn+
Documented experience advising on pension fund assets exceeding R2 billion.
Long-term focus
Decisions considered against your objectives, timeframe and ability to accept risk.
Build an investment strategy around your goals, growth timeline, financial position and risk profile.
Consider how your capital should be allocated across investments and asset classes, and when changes may be appropriate as markets change or your circumstances evolve.
Align investment decisions with the capital and income you may need throughout retirement.
Review investments held across several providers or advisers and bring them into one clearer view.
Consider South African and offshore investments together as part of your overall strategy.
Investment advice for retirement fund assets, supported by experience working with fund managers, strategy teams and other stakeholders.
Category I FSP: Investinum currently provides advice under a Category I licence. You retain the final decision on investment recommendations.
Investment decisions make more sense when the financial decisions around them are considered together. Your investment strategy may be affected by retirement income, personal protection, healthcare costs, estate planning or business interests.
We bring these factors into the discussion before making recommendations. Our goal is to help you make better investment decisions with the full financial picture in view.
Investinum also works with selected financial institutions, product and portfolio providers, investment committees and professional partners.
We bring fund and pension investment experience, a disciplined strategy and direct accountability to the engagement, ensuring every decision stands up to scrutiny.
Investment planning, portfolio construction and asset allocation, retirement investments, investment reviews and consolidation, local and offshore investments, and pension fund investment advice.
Not currently. Investinum holds a Category I licence, which means you make the final investment decision on any advice given.
Yes. Our documented experience includes an appointment as investment adviser to pension fund assets exceeding R2 billion, working alongside fund managers and strategy teams.
Yes, considered as part of a single connected investment strategy rather than a separate offering.
No. No investment outcome can be guaranteed, and any communication suggesting otherwise would not reflect our approach to advice.
By weighing your objectives, timeframe, affordability and ability to accept risk before any recommendation is made, not adjusting the reasoning afterward.
A wrap fund is a structure that bundles several underlying investments into one portfolio, usually managed to a defined mandate or strategy.
Yes. Reviewing and consolidating scattered investments into one coherent view is a core part of this service.
Align your existing investments with your wider financial position.
Align your existing investments with your wider financial position.