What our advisers offer
Panel of advisers
We act as a “manager of advice”. We have the services of a panel of prominent financial services companies at our disposal. These associates have been carefully selected for our business target market and they are independent licensed financial services providers. Investa does not have any financial interest in these associates.
We assess your needs and introduce an adviser to you. A detailed needs analysis and product comparison will be undertaken and our associate adviser will present the advice and implement the solution, if accepted by you.
Our associates follow a holistic and analytical approach to financial planning, advice and service delivery. Such an approach ensures a comprehensive analysis of the current status and needs, shortfalls and risks are quantified and a solution based on needs and priorities can be implemented.
What you can expect from your Investa adviser
The first thing your Investa adviser will do is sit down with you to understand what you are looking for and gain a true picture of your situation and goals.
Our process means you get the personal approach, with time to discuss what you want. The process will involve all of the following steps.
- Our Investa adviser will meet you to discuss your financial situation
- Identify your goals, whether they are 5 years or 4 decades away
- Your adviser develops a strategy to clarify your financial strengths and weaknesses
- Your adviser works on detailed recommendations with clear targets
- Once you are happy with your adviser’s recommendations, we are ready to implement the advice
- Review your needs as things change.
Protecting your interests
We monitor the relationship between you and the adviser and we are available for any assistance.
We earn a referral fee from the appointed associate, but the adviser is obliged not to charge you more than the standard fee for their services. On this basis you are getting the services of two licensed financial service providers for the price of one! Our unique approach ensures exceptional professional standards.
We appreciate that there are excellent financial advisers available in South Africa. We have decided not to compete with them. We understand the financial services industry and the needs of business clients. We are making it our business to find the best available advice for the needs of our clients who may not have what they need in their immediate environment.
Our approach allows us to service clients on a national basis.
One of our advisers
Jacques concluded product agreements to supply the solutions of 17 leading insurers, investment houses and medical schemes in South Africa. He has been operating a very successful practice for more than 10 years.
firstname.lastname@example.org, 9 Papegaai Street, Stellenbosch,South Africa