From growing your wealth to protecting it for generations.
Every service works together, around you.
Planning leads to financial peace of mind.
We integrate all facets of your life into a customised strategy, and help you adjust it if and when necessary. You will never receive a one-size-fits-all plan. It will be personalised, based on your needs and requirements.
All our financial advisors and staff share one common goal: to help you develop a balanced financial plan that gives you peace of mind for the unexpected, while building towards the future.
Local & global.
We cater for your and your family’s specific investment objectives by providing world-class solutions, built on a detailed understanding of your personal requirements.
Managing risk effectively.
You can’t predict the future, but you can have a strategy to manage your risk, making sure you are prepared for eventualities like death, disability, illness and dreaded disease. The reality is that they can hit your business just as hard as you and your family.
As a leading short-term insurance provider, we conduct a comprehensive risk assessment of all your personal and commercial needs. We partner with more than 40 insurance companies to provide tailor-made cover, including:
You have worked hard to build and grow your business, and you want to make sure your family will reap the rewards if you become disabled or die before retirement.
Protecting your dependants from loss as a result of death, disability, impairment or dreaded disease is the cornerstone of sound risk management and good financial planning. Life insurance should be a comprehensive plan: a suite of simple, flexible and dynamic benefits that covers every area of risk.
Medical aid & gap cover.
More and more people are seeking treatment and care from private hospitals, and rising medical expenses are of real concern to patients and their families. We provide guidance on the best medical aid options, as well as gap cover to bridge the shortfall between what is charged and what your medical aid actually pays.
Based on your specific requirements, we will help you find an affordable medical product that suits your individual, family or corporate needs.
Estate planning · Trusts · Wills.
As your wealth management partner, our job is not only to ensure that your wealth is invested securely, but also to create the opportunity to leave a lasting legacy. Your wealth should be protected for the generations that follow. After all, there is no greater gift than securing your children’s futures.
We stay current on the latest legislative framework and changes, legal precedents and policy amendments, so your portfolio remains sustainable and relevant for you and your family. We advise on the most tax-efficient structuring of trusts and wills.
Wealth is the ability to fully experience life.
Every client relationship at Innovation Wealth begins the same way: with us listening. Tell us where you are and where you want to go. We will take it from there.