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South Africa Investment Services
INTRODUCTION

For the new, or soon to be immigrant, receiving the correct investment advice is crucial. With a mixture of different opportunities in terms of currencies and jurisdictions it can prove to be a myriad of choices and potential mistakes.

The issue of changing residency also complicates things taxation wise but the good news is offers opportunities that may not have been previously available.

Flexibility and availability of funds can also be paramount as many capital purchases such as homes and cars my need to be made.

Our expertise lies within providing total investment solutions to new arrivals to South Africa. We are able to offer advice not just on local investments but also in offshore jurisdictions.

Covering everything from appropriate banking (local and offshore) through to money market accounts and the more complex portfolio structures our expert team will be able to help.


THE INCOMPASS WAY FOR INTERGATE’S CLIENTS

Our continuous commitment to our service for profit philosophy provides our existing and new clients with expert advice not just in initiating a plan, but also on an ongoing basis.

Clients have the reassurance of dealing with a qualified and registered Certified Financial Planner, an individually tailored report and a commitment to review and monitor a portfolio’s suitability and performance.

The Incompass ethos on charging, based around time, effort and expertise, as opposed to large percentage’s taken and the commencement of the investment, often mean lower initial charges and always mean excellent service.

Independence is a vital component in the provision of apt financial planning. Incompass has no allegiance to any major life or investment house, allowing us to source from a wide range of providers the most appropriate planning solution on an individual basis.


OUR SERVICE

Whether you are looking to invest or review your current portfolio Incompass can help.

From simply sourcing the best money market rates, providing a start of the art administrative platform to complex wealth maximizing solutions we will be happy to arrange a free and non-obligatory meeting with one of our team.


OUR PROMISE TO YOU

Investing ones wealth is a serious and important decision; one we believe requires time, effort and research. All our clients will receive written recommendations based on a comprehensive needs analysis. We will discuss your goals and ambitions, your view on risk and what it is you are trying ultimately to achieve. Our solutions are always clearly detailed with transparent fees, based on time and effort, backed up by our firm commitment to excellent service.
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