Helping our clients change their relationship with their finances
We offer you a unique approach to holistic wealth management and protection, incorporating 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 you with your long term plans and goals.
Inventum is a leading, well-established, professional financial planning firm 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 consists of specialists with the highest qualifications in their field of expertise.
WHAT WE DO
We offer advice in the following areas of financial portfolio management
We serve our clients with a wide range of products from different insurers and investment houses.
In this fast-paced world of life and business, our team gives you one less thing to worry about. All of your accounting needs; taken care-of.
We serve our clients with a wide range of products from different short term insurers.
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 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!
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.
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.
Frans de Wet
WE ARE YOUR COMPLETE FINANCIAL MANAGEMENT PARTNERS.
GET IN TOUCH...
Tel: 053 244 0986 | 081 725 7343