InvestSense is an independent financial services provider offering tailored wealth management advice to both individual and corporate clients.
As an owner-managed business we are agile and objective, with a highly passionate team who firmly believe in simplifying wealth management and empowering clients to make sensible financial decisions.
Our commitment is to our clients. We work hard to continually gain your trust and confidence and this is how we build lasting relationships. Not only will we guide you in creating, growing and preserving your wealth, but we also provide sound investment advice to assist you in reaching your long-term ambitions.
What We Do
We deliver results. With an in-depth understanding of the unique needs of each client, we provide a range of wealth management services that assist individual and corporate clients protect their assets and create wealth.
LOCAL AND OFFSHORE INVESTMENT
Access to bespoke unit trust model portfolios, local and offshore share portfolios utilising our preferred partners, which are selected according to individual requirements.
Retirement is the beginning of a new life and to ensure that this future is comfortable, secure and financially independent, you need to invest in a sound retirement plan today.
FIDUCIARY SERVICES AND TAX
This advice forms part of our holistic service offering through our preferred partners. In addition, we assist high net worth clients through our professional family office service.
Every client has unique circumstances and investment goals. It is our responsibility to meticulously understand these in order to recommend an appropriate holistic financial solution. We believe it’s a simple but powerful and effective approach to wealth management.
In order to develop a tailored financial plan for our clients, we have incorporated the six-step Financial Planning Standards Board process into the InvestSense model.
Acknowledging how each client thinks and behaves is a fundamental step in the process of providing suitable wealth management advice. We take a collaborative and educational approach, as we believe the better informed you are, the better your financial decisions.
The management of assets is not just about what you do, but also about what you don’t do. We work with our clients to tailor a financial plan that meets your needs and objectives and includes the appropriate products and services to manage your wealth.
Our portfolios are extensively researched and continually monitored to ensure that our chosen fund managers are performing as they should. This research creates efficiency within the portfolios and prevents potential negative occurrences.
Keep up to date with the very latest information, advice and recommendations in the investment and financial industries.
WE WILL GET BACK TO YOU SHORTLY
16 Baker St,
PostNet Suite #113,
Private Bag X31,
T: +27 (10) 020 6777
F: +27 (0) 86 552 6816
Monday to Thursday 08h00 – 16h30
Friday 08h00 – 15h00