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IWM.CO.ZA

Independent Wealth Managers | Creating Long Term Wealth

Experts in financial planning and wealth management, we are members of the Financial Planning Institute of Southern Africa (FPI) and CFP® professionals

http://iwm.co.za/

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Independent Wealth Managers | Creating Long Term Wealth | iwm.co.za Reviews

https://iwm.co.za

Experts in financial planning and wealth management, we are members of the Financial Planning Institute of Southern Africa (FPI) and CFP® professionals

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iwm.co.za iwm.co.za
1

Events that helped shape the JSE All Share in 2016 - Independent Wealth Managers

http://www.iwm.co.za/events

Future plans and goals. Our financial planning know-how ensures your defined objectives can be met. Helping and protecting your family. We ensure that you have the correct assurance and risks in place. Retirement planning requires regular reviews to ensure sufficient capital is created. Preserving wealth through estate planning to safeguard liquidity in wealth transfer. Protecting and enjoying your lifestyle. We approach investment planning with accurate asset allocation for tax efficient portfolios.

2

Seminar: How to invest in the current turbulent environment - Independent Wealth Managers

http://www.iwm.co.za/component/seminar

Future plans and goals. Our financial planning know-how ensures your defined objectives can be met. Helping and protecting your family. We ensure that you have the correct assurance and risks in place. Retirement planning requires regular reviews to ensure sufficient capital is created. Preserving wealth through estate planning to safeguard liquidity in wealth transfer. Protecting and enjoying your lifestyle. We approach investment planning with accurate asset allocation for tax efficient portfolios.

3

Independent Wealth Managers | Creating Long Term Wealth

http://www.iwm.co.za/downloads

Future plans and goals. Our financial planning know-how ensures your defined objectives can be met. Helping and protecting your family. We ensure that you have the correct assurance and risks in place. Retirement planning requires regular reviews to ensure sufficient capital is created. Preserving wealth through estate planning to safeguard liquidity in wealth transfer. Protecting and enjoying your lifestyle. We approach investment planning with accurate asset allocation for tax efficient portfolios.

4

Independent Wealth Managers | Creating Long Term Wealth

http://www.iwm.co.za/index.php

Future plans and goals. Our financial planning know-how ensures your defined objectives can be met. Helping and protecting your family. We ensure that you have the correct assurance and risks in place. Retirement planning requires regular reviews to ensure sufficient capital is created. Preserving wealth through estate planning to safeguard liquidity in wealth transfer. Protecting and enjoying your lifestyle. We approach investment planning with accurate asset allocation for tax efficient portfolios.

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fpi.co.za fpi.co.za

Find a FPI Approved Professional Practice™

http://www.fpi.co.za/YourFinancialPlanning/FindaFPIApprovedProfessionalPractice/tabid/3851/language/en-ZA/Default.aspx

Find a FPI Approved Professional Practice. Find a FPI Approved Professional Practice. What is Financial Planning. What is a Financial Planner. Benefits of Financial Planning. Doing your own Financial Planning. Selecting a Financial Planner. 10 Questions to ask your Financial Planner. What is a CERTIFIED FINANCIAL PLANNER. Your Rights and Recourse. National Youth Financial Literacy Day. SASI National Savings Awareness Campaign. FPI Approved Professional Practice™. Chartered Wealth Solutions is one of the ...

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Independent Wealth Managers | Creating Long Term Wealth

Future plans and goals. Our financial planning know-how ensures your defined objectives can be met. Helping and protecting your family. We ensure that you have the correct assurance and risks in place. Retirement planning requires regular reviews to ensure sufficient capital is created. Preserving wealth through estate planning to safeguard liquidity in wealth transfer. Protecting and enjoying your lifestyle. We approach investment planning with accurate asset allocation for tax efficient portfolios.

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