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Financial Services


About Intellivest

Intellivest Financial Services (IFS) is part of the Intellivest Group of Companies, Intellivest Holdings (Pty) Ltd. The group of companies consist of Intellivest Financial Services (IFS), as well as The Academy of Financial Markets (AFM). IFS specialises in wealth and investment management, while AFM provides national accredited qualifications in wealth and investment management, with major clients such as ABSA, Standard Bank and Momentum, amongst others.

The above structure offers Intellivest’s clients with a unique and significant advantage. Each financial adviser and portfolio manager is highly qualified and is also actively lecturing and facilitating investment and wealth management specialisation qualifications with AFM. This ensures that Intellivest’s clients are always guaranteed to be advised with the highest level of product specific knowledge, taking into account current market information and applicable legislation as a foundation.

Intellivest is built on the principle that it is essential to provide continuous input and ongoing service to all its clients. Specialising in asset class management, IFS can be differentiated from the market by ongoing investment guidance, striving to outperform with customised investment and wealth management strategies for each individual and SME.