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Intervivos Wealth Strategy | We will simplify your financial life, solve your major financial challenges, and create an exceptional investment experience.

Intervivos Wealth Strategy is an independent boutique investment advisory and financial planning practice based in Johannesburg, South Africa. Our expert focus is assisting affluent, high net worth individuals and entrepreneurs to navigate major life transitions. We manage the process of growing, protecting and eventually transferring wealth to future generations and or charitable interests, through an…

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Intervivos Wealth Strategy | We will simplify your financial life, solve your major financial challenges, and create an exceptional investment experience. | intervivoswealthstrategy.wordpress.com Reviews

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Intervivos Wealth Strategy is an independent boutique investment advisory and financial planning practice based in Johannesburg, South Africa. Our expert focus is assisting affluent, high net worth individuals and entrepreneurs to navigate major life transitions. We manage the process of growing, protecting and eventually transferring wealth to future generations and or charitable interests, through an…

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Intervivos Wealth Strategy | We will simplify your financial life, solve your major financial challenges, and create an exceptional investment experience. | intervivoswealthstrategy.wordpress.com Reviews

https://intervivoswealthstrategy.wordpress.com

Intervivos Wealth Strategy is an independent boutique investment advisory and financial planning practice based in Johannesburg, South Africa. Our expert focus is assisting affluent, high net worth individuals and entrepreneurs to navigate major life transitions. We manage the process of growing, protecting and eventually transferring wealth to future generations and or charitable interests, through an…

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intervivoswealthstrategy.wordpress.com

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Our Clients | Intervivos Wealth Strategy

https://intervivoswealthstrategy.wordpress.com/our-clients

We will simplify your financial life, solve your major financial challenges, and create an exceptional investment experience. Our practice currently assists 21 high net worth clients and we intend to increase our client base to a maximum of 50 clients over the next few years. Having a smaller base of clients ensures that our team is always available to assist our clients who are situated throughout South Africa and overseas. For many entrepreneurs and business owners making the transition from actively m...

2

Service Offering | Intervivos Wealth Strategy

https://intervivoswealthstrategy.wordpress.com/service-offering

We will simplify your financial life, solve your major financial challenges, and create an exceptional investment experience. As wealth strategists we adopt a comprehensive approach to meeting your needs by using a highly consultative process to construct integrated personalised wealth solutions for every major life transition. Key areas where we are able to add value is to:. Assist you to become financially well organised;. Simplify your life by consolidating your financial arrangements;. Our practice i...

3

Our Team | Intervivos Wealth Strategy

https://intervivoswealthstrategy.wordpress.com/our-team

We will simplify your financial life, solve your major financial challenges, and create an exceptional investment experience. Strength lies in differences, not in similarities. Daniel Lawrence Nicola (Danny). Director and Wealth Strategist. CA (SA), CFP. Danny is the Key Individual and a Representative of Intervivos. His professional details are as follows:. Member of the South African Institute of Chartered Accountants since 1976;. Danny is married to Beverley and has three daughters, Andrea, Melissa an...

4

Wealth Strategy | Intervivos Wealth Strategy

https://intervivoswealthstrategy.wordpress.com/wealth-strategy

We will simplify your financial life, solve your major financial challenges, and create an exceptional investment experience. We aim to understand you and the life you have planned for yourself and assist you in setting the financial objectives to achieve your planned life. We go through a holistic wealth strategy process with every client to firstly understand their:. We typically structure an asset allocation designed to achieve returns aligned to the clients long term financial goals. In our experienc...

5

Our Role | Intervivos Wealth Strategy

https://intervivoswealthstrategy.wordpress.com/our-role

We will simplify your financial life, solve your major financial challenges, and create an exceptional investment experience. Our role is to help you navigate the complexities that wealth creates and to do so as your expert Wealth Strategist.”. It is sometimes said that people don’t care how much you know until they know how much you care. Intervivos Wealth Strategy is a unique practice focused on solving the financial challenges of private affluent clients, entrepreneurs and business owners. Tel: 27 83 ...

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intervivoswealthstrategy.wordpress.com

Intervivos Wealth Strategy | We will simplify your financial life, solve your major financial challenges, and create an exceptional investment experience.

We will simplify your financial life, solve your major financial challenges, and create an exceptional investment experience. Intervivos Wealth Strategy is an independent boutique investment advisory and financial planning practice based in Johannesburg, South Africa. Our expert focus is assisting affluent, high net worth individuals and entrepreneurs to navigate major life transitions. The relationships we build with our clients are of utmost importance to us. We specialise in developing a bespoke inves...

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