ABOUT US

Helping our clients change their relationship with their finances

We offer you a unique approach to holistic planning and incorporate all aspects to empower you on the life-long journey to create, preserve and protect your wealth.

Financial coaching is part of our professional service offering and helps you establish clarity, insight and discipline to the financial choices that you need to make every day. Long term relationships are foundational to our business model and this enables us to assist our clients with long term plans and goals.

Inventum Financial Planners CC & Chartered Accountants are a leading, well-established, professional financial planning firm in the Northern Cape, with clients across the entire country. We serve clients of a wide variety of occupations, delivering unique and tailored advice for each of their situations.

Our team of advisors are specialists with the highest qualifications in their field of expertise.

We are independent financial planners serving our clients with a wide range of products from different insurers and investment houses.

WHAT WE DO

We offer advice in the following areas of financial portfolio management

1

Wealth Foundation

In the same way that building a long-standing house requires a solid foundation, your financial plan needs a firm foundation. To do this we we determine your risks, goals and objectives.

With your wealth foundation in place we begin with reducing the cost of risk by expertly selecting options of insurance products, establishing wills and estate planning, tax optimisation and other strategies that we believe will assist your long term goals.

2

Protecting Wealth

3

Accumulating Wealth

Minimizing your financial exposure to the risks of unforeseen life events allows us to build further by planning your savings goals for wealth accumulation.

As your wealth accumulates our strategy matures and needs to be strategically managed to optimize the growth in your wealth. If you imagine your portfolio to be similar to a dam, it's at this point that your dam is filling nicely and we can look at creating other dams and feeding the water to new location, further enhancing your accumulation and risk cover.

4

Growing wealth

5

Distributing Wealth

As you move into your golden years, we believe that they should be well provided for to indeed be... your golden years! Your financial planning then changes with your new lifestyle and the strategies that we employ are in line with this next phase of your life.

CREATING PARTNERSHIPS

with our clients

Our goal is to build and sustain long-term relationships with our clients - the best partnerships are forged in friendship and trust and are fortified with ongoing, value-adding communication. Our team is committed to staying in touch with you at least once a month (via email) and meeting with you at least once a year (more frequently if your needs dictate). Quarterly reports are sent out to our investment clients and medical aids are reviewed annually.

In choosing Inventum Financial we will ensure that your assets are well looked after; you can call on our team at any time if you have questions or need advice!

Regular contact
Annual portfolio reviews
Quarterly reports on investments
Ongoing asset management checks

MEET OUR TEAM

We are qualified to independently assist you with
financial planning, accounting and tax efficiency.

Financial Services Providers Department

Estate Planning and Consulting;  Estate Administration; Drafting of Wills;  Investment Planning; Consulting on Business Structures; Group benefits for companies and businesses.

Kobus Niemann

CERTIFIED FINANCIAL PLANNER®

Rampie Niemann

Financial Advisor | BCom Economics | Post Graduate Diploma in Financial Planning Law

About Kobus

Kobus Niemann, an Independent Financial Advisor with over 25 years’ experience in the industry is the CEO of the company, he provided a lot of knowledge to his employees and clients over the years. He specialises in estate and investment planning, help clients with business structures, trusts and wills. Kobus is responsible for solving daily obstacles and is the key individual of the company.

About Rampie

Rampie Niemann, also an Independent Financial Advisor with the Inventum Family. He graduated with a B.Com degree majoring in Economics and has obtained a Post Graduate Diploma in Financial Planning Law at the University of the Free State. He is currently studying towards his Advance Post Graduate Diploma in Financial Planning Law. He specialises in estate and investment planning and Group benefits for companies and businesses. Rampie is responsible for Branding and Marketing.

Accounting and Tax Department

General Accounting (Financial and Cost);  Financial Statements; Management Statements;  Managerial decision making Reports; Independent Reviews;  Tax planning, consulting and compliance services; VAT consulting and compliance services;  Secretarial services; Payroll services; Business Plans; Projected Cash Flow Statements; Estate Planning;  Estate Administration; Drafting of Wills; Business Structures; Implementation of Systems and Internal Controls;  Registration of Companies and Trusts;

Henko Visser

Chartered Accountant

Mariëtte du Preez

SAIPA - Registered Professional Accountant

About Henko

Visser is a qualified Chartered Accountant. He completed his B.Com Chartered Accountancy at North West University and his Honours Degree (CTA) at the University of the Free State. He specialises in tax and business systems, for businesses including agriculture, manufacturing, retail industry sectors, as well as professional practices. Responsibilities includes Innovation and system implementation for Inventum.

About Mariëtte

Mariëtte du Preez is a registered Professional Accountant, with over 34 years’ experience in Financial Accounting, Cost Accounting and Management, Tax, VAT, Estate Planning, Estate Administration, Trusts, Business Structures, as well as the Implementation of Systems and Internal Control. She has completed her B.Compt degree at the Free State University and obtained her B.Compt Hons. (CTA) from Unisa. She has completed her articles at KPMG, joined the Managerial Team of Gencor Mining in the Free State Goldfields and gained experience at Anglo American Corporation. During 1995 Mariëtte returned to practice and has been in practice since then, of which 9 years were with one of the “Big Four” firms, in a senior position. Mariëtte has experience in the following industry sectors, but not limited to: Farming, Agricultural Co-operations, Mining, Retail, Manufacturing, Insurance, Crop Insurance, Professional Practices, Entertainment, Hospitality, Construction, Family Businesses and the Wine industry.

WHAT THEY SAY...

What are our clients are saying about us?

Good day Henko. Thank you  for looking out for our company's best interest now and in the past. I am so comfortable with you being only a telephone call away with ethical,  prompt info and showing patience together with  your friendly manner in  helping us whenever needed. I have total peace of mind knowing that you, now(with Inventum) , just as in the past, keep our business finances healthy, timeous and secure. We wish you and your business a blessed journey for the future.

Rudi Muller

Financial Advisors

Inventum Financial planners het met vriendelikheid en kundigheid my genader rakende finansiele advies. Ek het werklik baat gevind vanaf dag een. Die kwaartaallikse verslae en jaarlikse besoeke is verseker waar hul die voortoue vat. In nood omstandighede was daar altyd terugvoering van die span en kon ek gerus wees dat my navrae spoedig hanteer word. Ek sien uit hoe die professionele verhouding my besluitneming vandag en in die toekoms voordelig kan beinvloed. Dankie vir die pad wat ons al gestap het.

Pieter Botha

CA(SA)
Spontaan, gedrewe en betroubaar is die drie fondamente van Rampie.  Entoesiasties om sy kliënte se belange altyd op sy hande te dra. Met onvergelykbare kennis is sy vakgebied sal jy altyd die beste raad ontvang.

Frans de Wet

CA(SA)

WE ARE YOUR FINANCIAL RISK,

WEALTH AND HEALTH PLANNING PARTNERS.

GET IN TOUCH...

Tel: 053 244 0986 | 081 725 7343

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